Keep pulling the thread on Dilhan Pillay Sandrasegara.
Temasek, Singapore's Sovereign Wealth Fund, manages a portfolio of roughly 300 billion US dollars.
Temasek's portfolio of operating companies generates approximately 150 billion US dollars in combined annual revenues.
Temasek increased its portfolio exposure to the US and Europe from 11% in 2011 to 33% by the end of the 2010s.
The CEO of Temasek observes a strengthening geopolitical and economic alignment between India, Russia, and China.
Over the last decade, Temasek shifted its portfolio allocation from 20% private and 80% public to approximately 50% private and 40% public.
Temasek's AI strategy is structured around four pillars: internal operational enablement, future-proofing its portfolio, scaling direct AI investments, and promoting AI diffusion across Singapore's economy.
Temasek's portfolio is primarily composed of equities, with its credit portfolio accounting for only about 2% of the total value.
The Monetary Authority of Singapore (MAS), GIC, and Temasek contribute to Singapore's government budget through the Net Investment Returns Contribution (NIRC) Framework.
Temasek's board of directors does not include any official government nominees, ensuring its operational independence.
Investment decisions at Temasek exceeding one billion US dollars per transaction require approval beyond the management team, escalating to the board's executive committee or the full board.
Temasek's investment strategy is guided by four macro trends: digitalization, future of consumption, longer lifespans, and sustainable living.
Temasek established an office in Washington D.C. in 2017 to enhance its geopolitical analysis capabilities.