Why the internalisation debate still isn’t settled

Australia’s superannuation funds have nearly the highest proportion of internal asset management in the world, but there’s plenty of questions hanging over the practice even as funds push into more expensive niche asset classes.

Lachlan Maddock | 6th Nov 2024 | More
AustralianSuper retirement chief hits the road  

The retirement chief of the $335 billion AustralianSuper, who was “instrumental” in delivering a slew of member experience uplifts across a 17-year stint with the fund, will leave this month to establish a new venture.

Lachlan Maddock | 6th Nov 2024 | More
Super needs a ‘major re-engineering’ for retirement to succeed

It’s “quite realistic” that many super funds will take too long to build the basics of a retirement income strategy, and the system might need a licencing regime to make sure members are getting the best service.

Lachlan Maddock | 6th Nov 2024 | More
News
Why value is better at taking market beat-downs

Value stocks are hit harder in market drawdowns but come out of them faster and harder, according to research from Pzena Investment Management.

Lachlan Maddock | 1st Nov 2024 | More
Some of the Magnificent Seven are more magnificent than others

Beyond the stocks everybody thinks will be the winners, there’s a better (and cheaper) way to get exposure to some of the biggest themes driving markets, according to Ninety One.

Lachlan Maddock | 30th Oct 2024 | More
Australian Ethical plugs into Charles River

Having handed its custody to State Street, Australian Ethical has selected the Charles River Investment Management Solution to automate its front and middle office processes for its entire investment portfolio.

Lachlan Maddock | 25th Oct 2024 | More
Comment
Super expenses debate misses the forest for the trees

The boondoggle about superannuation marketing spend is mostly theatre, and does nothing to answer the question of what is really in members’ best financial interests.

Lachlan Maddock | 1st Nov 2024 | More
What HESTA’s sweet tooth really tells us about super expenses

APRA’s new superannuation expenses data – and the granular information it contains about donut and coffee purchases – begs the question: how much transparency is enough?

Lachlan Maddock | 30th Oct 2024 | More
Why the IMF is wrong on illiquid assets

The International Monetary Fund says that super funds’ chunky allocations to illiquid assets could be a danger to markets during stress events, but there’s little evidence to support their fears of systemic risk.

Lachlan Maddock | 25th Oct 2024 | More
Why investors can’t keep getting money for nothing (or their kicks for free)

Markets are expensive, driven by powerful forces which want to turn a 40 year bull market into the first ever 50 year one. That trend is not one to embrace, and standing in its way could put investors in dire straits, writes Jonathan Ruffer.

Jonathan Ruffer | 9th Oct 2024 | More
INSight #330 with Varun Laijawalla from Ninety One

Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what investors are suited to emerging markets.

Investor Strategy News | 8th May 2024 | Watch Pause
INSight #323 with Alex Lennard from Ruffer

Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on whether the previous strategies will continue well in a new regime.

Investor Strategy News | 7th May 2024 | WatchPause
INSight #296 with Wenchang Ma from Ninety One

Wenchang Ma from Ninety One shares insights with James Dunn from The Inside Network on any substitute for going out and meeting companies on the road.

Investor Strategy News | 7th May 2024 | Watch Pause
INSight #354 with Alison Shimada from Allspring Global Investments

Alison Shimada from Allspring Global Investments speaks to Giselle Roux from The Inside Network on responsible investing in EM.

Investor Strategy News | 6th May 2024 | Watch Pause
Think Forward #1: Thriving in the new investment paradigm with Paul Newfield from Frontier Advisors
Investor Strategy News | 29th Oct 2024
BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
Investor Strategy News | 29th Jul 2024
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
Investor Strategy News | 8th Jan 2024
BIT #2: Investment dynamism with Paul Saliba from SQM Research
Investor Strategy News | 11th Oct 2023
BIT #3: Super fund benchmarking with Ian Fryer from Chant West
Investor Strategy News | 11th Oct 2023
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
Investor Strategy News | 11th Oct 2023
BIT #5: Advicetech attraction with Pete Worn from Finura Group
Investor Strategy News | 11th Oct 2023
BIT #1: Compliance matters with Sean Graham from Assured Support
Investor Strategy News | 24th Sep 2023
Profiles
‘An assumption everybody should question’: Sam Sicilia’s $200 billion hypotheticals

Hostplus’ young demographics and the mandatory nature of superannuation means it gets “a free kick before every game”. But CIO Sam Sicilia says funds must keep questioning the assumptions that underpin the superannuation system and their relationship to it.

Lachlan Maddock | 3rd Apr 2024 | More
JANA chases family offices, not-for-profits as super sees ‘significant change’

Australia’s largest homegrown asset consultant is plotting an expansion further beyond its traditional superannuation clients, while consolidation in the industry is changing the way they work.

Lachlan Maddock | 13th Jan 2023 | More
Analysis
Why big super must reckon with geopolitical upheaval

Super funds have been able to earn “enormously good returns” from strong economic tailwinds and a calm geopolitical backdrop, but that period of stability is now at an end, and they’ll have to adapt to a more uncertain world.

Lachlan Maddock | 1st Nov 2024 | More
Why one size super can’t fit all

Single default balanced options still rule superannuation even as it becomes increasingly clear that every member needs an investment strategy that more closely matches their age and risk profile.

Lachlan Maddock | 30th Oct 2024 | More
Authors
789 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
119 Articles
David Chaplin is a reputed financial services journalist and publisher of Investment News NZ.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
376 Articles
Drew is publisher of the Inside Network's mastheads and a principal adviser at Wattle Partners.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
445 Articles
Greg has worked in financial services-related media for more than 30 years. He has launched dozens of financial titles, including Super Review, Top1000Funds.com and Investor Strategy News, of which he is the former editor.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
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