In the murky world of data – particularly murky with ESG and climate information – blending quantitative techniques and fundamental research is shedding new light for investors.
Looking at the real-world consequences of ESG investments should boost risk-adjusted returns and avoid greenwashing. “Get to the nuts and bolts of the investment,” John Green advises super funds.
The smart money in the alternatives space is likely to flow into CTAs, or trend-following hedge funds, and global macro strategies, according to an annual survey by capital introduction specialists Agecroft Partners LLC.
BNP Paribas Securities Services has gone with local knowledge and experience for the new head of its Australia and New Zealand business, appointing a 24-year State Street veteran to the role.
“We believe in our story,” says Julie Lander. The CareSuper CEO chats to Greg Bright about mergers, diseconomies and spending money.
“If you don’t know where you are in a bear market, then you should be in the game… We get asked: ‘is it too late?’ Our view is that it’s never too late to think about defensive strategies.”
“The industry should not be happy to simply sit somewhere in the middle… Increased transparency will drive increased analysis and action. If you can’t measure it, you can’t improve it.”
Hostplus has topped the keenly anticipated performance charts for balanced super funds for the year to June, as well as the past 10 years, SuperRatings has confirmed. Only three funds showed positive returns for the 12 months.
Institutional funds and their managers tend not to talk about tactical bets, at least not in public. It’s a long-term game after all. But there are times when short-term opportunities can also match long-term strategies. Take China, for instance.
Super fund data companies are rushing to beat deadlines for June 30 figures, with heightened interest from industry participants and members. The median balanced fund was minus 3.3 per cent, SuperRatings said.