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矢野 高文（マーケットメーカーズ）
- 2020年11月18日
第2回ＪＰＣオンラインコンファレンスを終えて 2020年11月18日
マーケットメーカーズ、アドバイザーの矢野です、今回も視聴者として参加しました。 1部は、タワーズワトソンの堀内コンサルタントから、「今後のショック再来に備えた年金資産運用」という題目で、不透明な経済市場環境が継続すると予測される中で、年金資産運用はどう対処すれば良いのかという実践的な内容でした。 詳細は省略しますが、印象に残ったのは、「現状の自社年金のガバナンスが充分でなくても、それを補完する手段を作るべき」との提案でした。「会社の運用に対する理解が低い」とか、「リスク管理する為の人材要員がいない」とか、兎角やらない理由を探しがちですが、現状のガバナンスでも出来る事を探すとか、一部をアウトソースするとかの工夫をし、少しでも資産運用の効率向上への努力をすべきとの提案には説得力を感じました。 2部は、ＩＦＭの正田在日代表から、「コロナ危機下におけるインフラ投資」という題目で、コロナ危機後の種々資産とインフラ資産のパフォーマンス比較や、インフラ資産内の各種資産の状況についての説明がありました。コロナ危機で世界の人の動きは消滅し、空港等のインフラ案件は壊
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