Mergers can consume the day-to-day life of a fund for years. But the investment decisions made during the process determine whether the new fund – and its membership – will thrive from day one.
Superannuation funds and other financial services providers are trying to combat greenwashing in their own communications amidst changing regulatory expectations. Equity Trustees wants to help them out.
The executive responsible for driving ART’s post-merger growth has taken the top superannuation job at Insignia Financial as it looks to overhaul its business for “profitable growth”.
The industry funds’ unlisted property manager has slashed the valuations of its core property fund as well as a single asset office trust amidst a slow-moving commercial property downturn.
The megafund has reshuffled its executive team and seen several key departures as it hits $300 billion in funds under management and embarks on a restructure of its operational model.
The $13 billion industry fund has seen a significant turnaround in member outcomes since it rethought its “technically outstanding” but conservative investment strategy and has topped Chant West’s growth ranking for a second year running.
An eventual market correction won’t necessarily be marked by its depth, writes Jonathan Ruffer, but by its speed. Caution may come at a price, but investors will have a different perspective on that price once it’s been paid in full.
In the topsy turvy world of Your Future, Your Super being down 20 per cent is only a bad thing if the benchmark is 50 bips better, and defensive positioning in a weird market isn’t rewarded.
The introduction of the Your Future, Your Super performance test has led to many strange portfolio construction outcomes. They might get stranger yet.
Since Russia’s invasion of Ukraine, investment managers have been bedeviled by the question of how much attention they should pay to geopolitics. Part of the answer can be found in parking lots.
Varun Laijawalla from Ninety One shares insights with James Dunn from The Inside Network on what investors are suited to emerging markets.
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.
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.
Alison Shimada from Allspring Global Investments speaks to Giselle Roux from The Inside Network on responsible investing in EM.
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.
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.
The $74 billion New Zealand Super has shot the lights out with a chunky one year return and is now looking to “scale and optimise” its organisation as it eyes a projected doubling in size over the next decade.
Passive investing may have skewed the numbers but the index-hugging wall of money can’t break the maths of markets, a new GMO paper argues.
