ART of the deal: how a megafund gets the most from its managers

When you’re handing out billion-dollar mandates, managers will “part the sea for you”. But there’s more than just returns to be weighed when answering the question of what makes a good external manager relationship.

Lachlan Maddock | 11th Oct 2024 | More
Australian, UK pension funds join forces for renewables push

A coalition of Australian and British pension funds representing A$3.25 trillion of workers’ retirement savings has called on the Starmer government to reform policy settings so they can tip more money into the energy transition in the UK.

Lachlan Maddock | 11th Oct 2024 | More
BNP Paribas brings ESG portfolio-tester to Australasia

BNP Paribas Securities Services has released its European road-tested ESG compliance tool in Australia and NZ amid a step-up in regulatory oversight of sustainable investment practices in the region.

David Chaplin | 11th Oct 2024 | More
News
Game has changed for ‘stagnant’ asset management industry: American Century

Even established asset managers are under threat from the violent shift towards low-cost investment vehicles, while allocator preference for platform businesses means they must also bulk up in the private markets.

Lachlan Maddock | 9th Oct 2024 | More
Lill’s departure caps off years of change for Rest

Andrew Lill has stepped down as chief investment officer of the $86 billion Rest, bound for parts yet unknown. The fund he leaves looks very different to the one he joined.

Lachlan Maddock | 4th Oct 2024 | More
With greenwashing on ASIC’s radar, funds must practice what they preach

Authorities have had enough of greenwashing excuses, and they’re lobbing record fines at transgressors. Funds will have to lift their game.

Tahn Sharpe | 4th Oct 2024 | More
Comment
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
Plenty of question marks in super’s state of the nation report

Megafunds are set to control trillions in member savings, but there’s still more questions than answers about the future direction and shape of the superannuation system.

Lachlan Maddock | 27th Sep 2024 | More
Future Fund’s cloudy crystal ball a reminder that markets don’t care what you think

Australia’s sovereign wealth fund’s prediction of a tough year for investors didn’t come to pass, but they’re not the only well-resourced manager that missed the mark. For investors, this period is a reminder that investment patterns may exist, but markets certainly aren’t beholden to them.

Drew Meredith | 18th Sep 2024 | More
Where’s the sense in a useless YFYS test?

The Your Future, Your Super performance test is now redundant. The superannuation industry, and its regulators and policymakers, must figure out what comes next.

Lachlan Maddock | 4th Sep 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
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
‘Fundamental tension’ in using the Canadian Model down under: Castle Hall

Member switching and top-down regulation mean Australia’s super funds will face more bumps on the road to the “Canadian model” of heavy private markets allocations than the Maple Eight pensions they’re so keen on aping.

Lachlan Maddock | 9th Oct 2024 | More
Bursting expectations: why bubbles don’t always end in a market rout

The Magnificent Seven are likely riding into bubble territory but investors might yet avoid a bloody showdown, according to a new analysis by Dutch quantitative manager, Robeco.

David Chaplin | 4th Oct 2024 | More
Authors
771 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
118 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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