Equip, TelstraSuper tout merger scale benefits in ‘new chapter’

The two funds are pressing on with their “merger of equals” after hammering out the new entity’s board and leadership structure, promising complementary capabilities across retirement and advice, as well as fee savings for members.

Lachlan Maddock | 4th Dec 2024 | More
Global institutional investors fret ‘misguided’ interference

Big investors want to build resilience into their portfolio and “get on with their job” of generating returns for members and clients even as policy shifts, short-termism and government interventions make that job much harder.

Lachlan Maddock | 4th Dec 2024 | More
Politics, tech, climate put asset owners in new risk territory

Large asset owners will need to develop a new risk management approach amid increasingly fraught political and investment conditions, according to a new Thinking Ahead Institute study.

David Chaplin | 4th Dec 2024 | More
News
AustralianSuper builds out London-based international equities team

The $350 billion profit-to-member fund will be trying to rustle up some desk space in its London office as it makes a slew of new appointments and prepares to deploy 70 per cent of new inflows into global markets.

Lachlan Maddock | 29th Nov 2024 | More
Why super ‘isn’t fit for purpose’ for First Nations Australians

Nearly every Australian has super, but its settings don’t work for every Australian, according to the First Nations Foundation, which is advocating for changes around estate planning and the preservation age to make the system fairer.

Lachlan Maddock | 27th Nov 2024 | More
Riders on the storm: MLC looks to hurricanes, earthquakes for returns  

Betting against acts of God is a great way to make money, but institutional allocations to natural catastrophe reinsurance have stayed relatively static even as some managers are generating double-digit uncorrelated returns.

Lachlan Maddock | 27th Nov 2024 | More
Comment
Balancing the promise and perils of AI

Capturing structural growth potential is not easy, but in uncertain markets, it’s essential, according to Ninety One. Investors are eager to explore the opportunities in artificial intelligence, and exposure to higher quality companies can successfully position them for an AI-driven future.

Clyde Rossouw | 29th Nov 2024 | More
Uncertainty reigns in Future Fund mandate change

The Albanese Government’s tweaks to the Future Fund’s mandate might be measured and well-intentioned, but will inevitably reduce confidence in its ability to fulfill it by introducing uncertainty around where its priorities lie.

Lachlan Maddock | 22nd Nov 2024 | More
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
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 #3: Building next generation asset management partnerships with Christian Baylis from Fortlake Asset Management and Bryce Quirk from Colonial First State
Investor Strategy News | 26th Nov 2024
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
What really matters in alternatives manager selection

High returns help, but what’s more important is trust, accountability, and making sure that the remuneration structures aren’t “really cheeky”.

Lachlan Maddock | 29th Nov 2024 | More
How to find hedge funds investing in ‘dynamism and change’: Panel

There’s around 15,000 hedge funds in the world – but how many of them are really hedge funds? When you’re looking for non- or less-correlated returns, it might pay to stay away from a long bias.

Lachlan Maddock | 27th Nov 2024 | More
Authors
808 Articles
Lachlan is editor of Investor Strategy News and has extensive experience covering institutional investment.Lorem Ipsum Lorem Ipsum Lorem Ipsum Lorem Ipsum
121 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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