DSBI on GPIF Reform

10 Jul, 2014

Prime Minister Abe has urged Japan’s Government Pension Investment Fund (GPIF), the world’s largest, to reallocate some of its USD1.26 trillion assets into riskier assets as Mr Abe seeks to end nearly two decades of deflation.

In this note DSBI seeks to comment on the subject matter and the implications it may or not have for DSBI’s Japan Equity Fundamental Active strategy.