Monthly Archives: December 2015

Much amiss in media reporting of Japanese pension investment

Numbers from the Japan Investment Advisors’ Association based on statistics submitted by its members give the lie to two popular, oft-repeated and un-sourced themes in the overseas pensions press. The first regularly asserts that fund managers are being attracted to … Continue reading

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GPIF takes to YouTube & maybe to inhouse equities management

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Portfolios heavy in JGBs give life insurers relatively good Q2

The value of Japanese life insurers’ investments fell by just 0.8% quarter-on-quarter in the three months ending 31 September 2015 when they were 2% up year-on-year. This is a robust performance given the decline in local and overseas equities markets … Continue reading

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Robots & foreigners riding to the rescue as women marry later

For the best thing since curry rice on Japanese demographic trends and their impact see Can a Nation Survive with a Shrinking Population? by Jun Saito at the Japan Centre for Economic Research here. The Wall Street Journal suggests one … Continue reading

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Baby boomer lump-sum pensions still boosting asset managers

A new report using Nomura Research Institute data and co-published by NRI with Cerulli Associates notes that lump-sum retirement benefits are likely to remain an important source of business for asset managers despite the annual amount of such payments decreasing … Continue reading

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GPIF likely to stay on current course until governance resolved

The 7.9 trillion yen second quarter loss unveiled by the Government Pension Investment Fund this week will greatly strengthen the voices of those in the Ministry of Health, Labour & Welfare who resisted GPIF’s momentous move away from huge holdings … Continue reading

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