Oscar Volder's Japan View
How words can lose their meaning
19 March 2012
Many Japanese pension funds are appreciating that a large part of their solvency risk lies with them having an investment portfolio that deviates from the portfolio of GPIF.
How smart is your beta ?
19 November 2011
As Japanese investors continue to assess what conclusions to draw from the financial crisis, the concept of "smart beta" is drawing attention from an increasing number of pension funds.
The contrarian approach works
19 September 2011
Pension Fund client seminars are an essential activity for asset management companies operating in Japan. They allow firms to introduce investment solution ideas to an audience eager to study best...
Pension tides start to ebb
3 January 2011
A modest downturn in equity markets for funds with a shrinking asset base leads to a trap with no other final result but cash-out.
Dynamic allocation strategies on the rise
4 November 2010
Assumptions underlying the orthodox static approach to asset allocation are being questioned in an environment where pension funds are forced to be ever more concerned about the volatility in their...
Politics weigh heavy on GPIF diversification plan
29 September 2010
Perhaps developments in financial markets have played a role in bringing GPIF to step up at least its research effort into non-listed equity and infrastructure, as possible alternative investment...
Giant insurers take a step towards public life
17 June 2010
Few casual observers would have thought that this year the biggest IPO globally would occur in Japan. Fewer still that it would be an insurance company making its debut on the stock exchange.
Japanese real estate update
16 April 2010
by Oscar Volder - In the unlisted segment of the market, some pension fund investors were approached with the request to add capital to their investment in order not to lose all of the initially...
Adapting to inefficient markets
30 October 2009
A new approach to equity investing is drawing attention from some of the more sophisticated Japanese pension funds
Capital flows could benefit emerging markets
22 July 2009
Booming prices for emerging assets would lower the cost of capital for emerging market based corporations strengthening their competitive advantage versus developed market peers and reinforcing a...
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