October 11, 2020

The Budget: more questions than answers

In a mixed response to last week’s federal Budget (February 6) the superannuation and associated sectors were generally supportive of the Government’s goals but almost universally concerned about how certain proposals would work and the likelihood of unintended adverse consequences.

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FEAL’s top award to go ahead without AMP, for now

The board of the Fund Executives Association Ltd has taken the difficult decision to suspend the sponsorship relationship the body has had with AMP Capital for the coveted ‘Fund Executive of the Year’ award, which will this year be funded

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Evergreen launches separate alts rating business

Angela Ashton’s Evergreen Consulting, a research firm which covers traditional platform-friendly investment funds, has launched a new company which will embark on the road less travelled. Evergreen Ratings will concentrate on complex, often less-liquid products, which rarely make it onto

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Super funds ready for compulsory member meetings

Big super funds appear to have taken at least one government change to their overall operations in their stride – the compulsion to hold a member annual meeting, with the first necessary before March next year. Some, such as AustralianSuper,

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Growth managers check value as FANMAGs soar

As it turned out, the Morningstar-organised discussion between a value and a growth manager became a lot more conciliatory than would have been expected. Many investors had been wondering whether value would ever make a comeback. They need not have

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Fixed income: don’t forget bonds for true defence

In March and April this year, Jamieson Coote Bonds, a Melbourne boutique bond manager, suffered redemptions of about $1 billion, which were processed without difficulty. “Solvency and liquidity are what matters in the darkest days,” says partner Charlie Jamieson. Jamieson

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Margo Lydon and Lucy Brogden

Workplace mental health: the ups and the downs

Australia’s workplaces have made modest gains in the mental health and wellbeing for employees over the past 12 months, despite the impact of COVID-19, according to the largest annual survey of its kind. But, following the drastically altered work patterns

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Study solves investment’s monkey puzzle

by David Chaplin Even a blind monkey-based manager could outperform the average active fund by simply flinging darts at the stock index chart, according to US academic, Burton Malkiel, 88. His claim, first aired in his classic ‘A Random Walk

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NZS’s less carbon adds 60bps, BNP on green hydrogen

The New Zealand Superannuation Fund (NZS) is overhauling its 10-year old responsible investment (RI) strategy to stay on track with global best practice, after recording a 60bps gain due to its old policy. In its ‘Climate Change Report’ published last

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DTCC launches consulting business

DTCC, the global industry-owned provider of infrastructure for post-trade financial services, is entering the consulting business, with a niche advice offering specific to the post-trade processing space. Post-trade processing is where DTCC (the Depository Trust & Clearing Corporation) provides much

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