日本的GIPIF是世界上最大的养老基金,它首次投资500亿日元投资于国内基础设施和房地产。 Japan's GPIF, the world’s largest pension fund, is investing ¥50 billion in domestic infrastructure and real estate for the first time.

日本政府养恤金投资基金是世界上最大的养恤基金,它正在对国内替代资产进行首次直接投资,向基础设施和房地产拨款500亿日元(3.4亿美元)。 Japan's Government Pension Investment Fund (GPIF), the world’s largest pension fund, is making its first direct investments in domestic alternative assets, allocating ¥50 billion ($340 million) to infrastructure and real estate. 这一举动标志着从依赖外部管理人员的转变,400亿日元将用于数据中心等基础设施项目,100亿日元用于房地产。 The move marks a shift from relying on external managers, with ¥40 billion going to infrastructure projects like data centers and ¥10 billion to real estate. 该基金的替代品上限保持在5%以下,当前接触率为1.6%。 The fund remains under its 5% cap on alternatives, with current exposure at 1.6%. 改革的目的是在实际资产产量需求不断增长的情况下,实现持有量多样化和增加收益,从而有可能支持日本的国内基础设施和房地产部门。 The change aims to diversify holdings and boost returns amid rising demand for yield in real assets, potentially supporting Japan’s domestic infrastructure and property sectors.