Tomohiro Usui

Speaker

Director - Private Alternatives

Alliance Bernstein

Japan

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航空機vs船舶：実物資産投資の魅力と分散効果を探る | Shipping vs Aviation Fireside Chat

Tomohiro Usui

Director - Private Alternatives,

Alliance Bernstein

航空機と船舶はいずれもリースを通じで収益を生み出す実物資産であるが、その収益性を左右する要因は大きく異なる。本セッションでは、航空機と船舶を組み合わせた投資が分散効果やリスク調整後リターンの向上につながるのか、また機関投資家にとってどのような魅力があるのかを探る。

航空機と船舶を組み合わせたTransportation Fundは、単独の航空機ファンドや船舶ファンドと比較して、より優れたリスク調整後リターンを実現できるのか。

Aircraft and vessels both generate income through leasing, but their return drivers often differ. This session will examine whether combining aviation and shipping investments can enhance diversification and improve risk-adjusted returns.
How do aircraft and vessels compare as investment assets, and what drives returns in each sector?
Can transportation funds combining aircraft and vessel assets deliver superior risk-adjusted returns compared with single-sector aviation or maritime funds?
What opportunities and challenges do transportation funds present for institutional investors, including those in Japan?