Canada Pension Plan Investment Board (CPP Investments) presents a very strong and clear approach from a global framework to a regionally relevant application. It has a thematic, smart-beta approach to investing, allowing it to identify and capitalise on emerging trends that impact different real estate sectors and execute on opportunities that align with its long-term objectives. CPP Investments’ thematic approach in the region focuses on trends such as demographics, including ageing populations, a growing middle class, and smaller households, which create unique opportunities for real estate.
Within Asia-Pacific, CPP Investments has a strong network that supports its sector coverage across both traditional and alternative sectors. By leveraging its thematic investment approach, CPP Investments is well positioned to deliver sustainable outperformance and create long-term value.
In a disciplined approach, CPP Investments actively manages its portfolio by divesting from assets that have generated alpha and completed value creation plans, and redeploying capital into higher alpha-generating opportunities.
STRATEGIC TAKEAWAYS
➤ Traditional sectors in Asia-Pacific include office, retail, multifamily and industrial |
➤ Alternative sectors, such as data centres, rental housing and for-sale residential are relatively nascent and can benefit from institutionalisation |
➤ The rising penetration of e-commerce and increasing demand for AI will drive the need for logistics and data centre assets in major Asia-Pacific cities, guiding investment focus over the next three to five years |
HIGHLY COMMENDED
Judged by
David Dix
Matt Hershey
David Hunt
Peter Kraneveld
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