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Allen Waldrop, Alaska Permanent Fund Corporation
Allen Waldrop, director of private equity at Alaska Permanent Fund Corporation, has been tasked with optimising the institution's exposure to PE.
The average PE exposure across all investor types surpassed 10% last year, up more than 4 percentage points compared with five years ago, according to PEI’s full-year 2023 Investor Report.
The $140bn sovereign wealth fund’s CEO Dr Raphael Arndt attributed the quarterly drop to currency issues and write-downs.
Hazman Hilmi Sallahuddin, Kumpulan Wang Persaraan
Hazman Hilmi Sallahuddin, CIO of Malaysia's $39bn Kumpulan Wang Persaraan, tells PEI what exposure it wants to add to drive higher, more sustainable returns.
The country's improved fiscal stability, currency appreciation and growing alts appetite from pension funds make it an increasingly favourable destination for PE managers.
The additional control afforded by separately managed accounts could prove valuable at a time when LP cashflows are facing a strain.
Forward-thinking managers can safeguard their investments by keeping abreast of emerging risk.
PEI spoke with Aware Super’s global head of private equity, Jenny Newmarch, about the pension’s appetite for emerging managers, increasing its direct investments, and the decision to open its first office outside of Australia in London.
The state-backed investor is doubling down on GP due diligence as fundraising timelines lengthen, its CIO for private and strategic investments tells PEI.
Kuala Lumpur skyline
The roughly $73bn institution is seeking greater clarity around valuations, fundraising and exits before returning to its usual pacing, CIO Rick Ramli tells PEI.
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