Jeffrey Jean Subakit

Asia Summit 2015 - The View from Institutional Investors: Where Will Returns Come From?

Jonathan Nelson, Adrienne, Gordon Fyfe, Jeffrey Jean Subakit, Hiromichi Mizumo

Moderated by Jonathan Nelson, a panel of five institutional investors managing over $2 trillion in assets convened to dissect strategies for generating alpha amid low-interest-rate environments and divergent views on China's economic trajectory. The discussion revealed a unanimous shift away from passive indexing toward active stock-picking, private asset allocation, and rigorous manager selection to justify fee structures while navigating market volatility and valuation discrepancies. Furthermore, the group identified Africa as a key frontier for long-term growth while emphasizing that future returns will depend on operational efficiency and the ability to capitalize on distressed prices rather than relying on regional macroeconomic growth figures.