Offshore is becoming attractive for funds willing to look outside the traditional staples of the asset class as long as they have the right team picking the right assets, a panel of consultants has discussed.
For those who review manager issued documentation on sustainability it is largely apparent that many fund managers are still developing their TCFD reporting, Alex Wise says.
While hospitality assets that were convention oriented will probably take longer to recover back to pre-COVID levels, these activities will come back and this mega trend will continue, Blackstone’s Kathleen McCarthy says.
The dislocation caused by Covid will push along growth in specialty real estate fundamentals at the same time as managers are improving their systems and liquidity enters the market, Heitman’s Caleb Mercer says.
It’s the inefficiency inherent in real estate that provides opportunities for investors to take advantage of illiquidity and price discovery at certain inflection points, AXA’s Justin Curlow explains.
The pandemic and its associated lockdowns have inspired a rapid pivot towards more effective digital communications and remote working, accelerating a trend that was already in play, Lendlease’s Micah Schulz says.
Environmental Social and Governance policies are commonplace in global investment firms, but addressing risks to physical assets like property take investment teams deeper in their due diligence and studies of investment risk, experts explore.
Remote learning and widespread US university closures completely recalibrated student housing prices and offered the Florida-based firm opportunities to snap up premium new developments.
This session invites consultants to survey the marketplace and to share examples of perceptive niche investments ideas.
This session considers the opportunities associated with speciality investments in Europe and the propensity for this market to mirror the US’s trends exhibited by similar assets.
This session considers case studies of how an asset owner and managing are thinking around the mix of core, niche, locations and deal types to protect their members in an uncertain world.
This session explores the ongoing process to refurbish, transform and reimagine assets for the future.
The investment intelligence behind Australia’s largest asset owners and their teams
In-depth interviews with leaders, experts and visionaries in the institutional investment community
Updates on the latest industry policy developments and regulation
The challenges and innovations of custody, technology and operational due diligence
Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
