‘A force to be reckoned with’: Funds heading for retirement tipping point

Some members are excited for retirement, while others approach it with a “real sense of shame and fear”. Funds are going to have to figure out how to cater to both groups or risk failing them all.

Lachlan Maddock | 20th Nov 2024 | More
Why asset allocators shouldn’t fear the future

If there’s one lesson for investors from the past five years, it’s that chopping and changing their strategy – even in the face of massive market turmoil – doesn’t always pay.

Lachlan Maddock | 20th Nov 2024 | More
The China picture is rosier than it appears: Ruffer

Investors have concluded “ABC” – Anything But China – but there’s a compelling case for this calculated risk, according to Ruffer’s Duncan MacInnes.

Duncan MacInnnes | 20th Nov 2024 | More
News
Super early access for housing would hurt every member’s balance: Aware

Opening up early access to super for housing would have a negative effect on the balances of even those members that don’t dig into their savings, with funds forced to adopt more conservative investment strategies and hold more liquid assets.

Lachlan Maddock | 15th Nov 2024 | More
HESTA brings total portfolio thinking to ‘nuanced’ housing crisis

The circa $88 billion industry fund for workers in health and community services reckons that alleviating the affordable housing crisis will boost its other investments by easing the cost of living and inflation.

Lachlan Maddock | 15th Nov 2024 | More
Rest chief member officer heads for the exit

The chief member officer of the circa $90 billion profit-to-member fund will step down after “nine terrific years” in the role with the fund now commencing its search for a replacement.

Lachlan Maddock | 15th Nov 2024 | More
Comment
Cbus’ horrible year is about to get worse – and it only has itself to blame

The near $100 billion construction industry fund has blundered into an ugly governance and administration debacle, and it’s unlikely that ASIC will let it off easy. Nor should it, with funds increasingly failing to provide their members with key services.

Lachlan Maddock | 13th Nov 2024 | More
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
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
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 #2: Making sustainability real for members with Rachel Halpern from JANA Investment Advisers
Investor Strategy News | 12th Nov 2024
Think Forward #1: Thriving in the new investment paradigm with Paul Newfield from Frontier Advisors
Investor Strategy News | 8th Nov 2024
BIT #9: The PE puzzle with Nick Miller from Fortitude Investment Partners
Investor Strategy News | 14th Oct 2024
BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
Investor Strategy News | 29th Jul 2024
BIT #7: The new captains of capital with Mike Wright from Lonsec.
Investor Strategy News | 22nd 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
How funds can balance sustainability and survival

Your Future, Your Super makes it harder for funds to push deeper into some sustainable investment strategies, but has “counter-intuitively” resulted in funds looking to take a more complex approach to stewardship.

Lachlan Maddock | 13th Nov 2024 | More
Government hints at changes to Future Fund mandate

Finance minister Katy Gallagher has confirmed that she held informal talks with the sovereign wealth fund’s Board of Guardians amidst speculation its mandate could be changed to align it with the transition to net zero.

Lachlan Maddock | 8th Nov 2024 | More
Authors
798 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
120 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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