Monthly Archives: January 2016

Post Bank again trumpets eventual portfolio diversification

As GPIF did before it, Post Bank is proving profligate in advertising the charms of winning its business to service providers in sectors beyond cash equities and bonds. The institution ‘plans to press regulators to allow [it] to invest in … Continue reading

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Japan Post Bank to make ‘big leap’ in asset allocation, but…

Japan Post Bank chief investment officer Katsunori Sago highlighted the portfolio changes which the giant institution has in its sights in a interview with Reuters published yesterday. The shifts make more sense when read alongside a depiction of Post Bank’s … Continue reading

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Shadow of economic collapse creeps over Japanese society

Late last week saw publication of two reports which institutional investors in Japan, and those who watch them, cannot afford to miss. The Japan Centre for Economic Research is far from being a flighty outfit given to courting media coverage, … Continue reading

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GPIF Debates 3% Stock Cap in Push for In-House Investing

The world’s biggest pension fund signaled a willingness to cap direct holdings at 3 percent of a company’s stock as it seeks freedom to invest in equities itself rather than hiring asset managers. For full story see    

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Pension funds turn rainmakers after long drought

The year ending 31 March was a good one for most of the 400 Japanese defined-benefit, corporate pension funds responding to the annual request for data from Nenkin Joho, the bi-weekly newsletter published by Rating & Information which is the … Continue reading

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