CheckRisk, the UK-based risk consultancy with an Australian office run by former super fund CEO Denis Carroll, has published new research on post-retirement modelling that shows just how much retirees are likely to fall short of their goals. Ross Pepperell, director of research at CheckRisk, who led the research team on the project says: “Our…
The financial services industry will lose its emotional connection with thousands of members and clients unless it finds new ways to stop advisers from prematurely retiring ahead of the introduction of the Life Insurance Framework, according to a white paper by ClearView. Titled ‘What’s old is new again’, the paper claims many mature advisers in their…
Historical evidence suggests global listed infrastructure would bounce back strongly after a poor run in the latter half of 2016 that included the worst monthly performance relative to equities for more than 10 years, according to new research from AMP Capital. In ‘Global listed infrastructure: not just a bond proxy’, AMP Capital says the recent divergence…
Institutional investors looking to take advantage of market volatility should consider taking the unusual step of writing index put options, according to US institutional investment manager Neuberger Berman. Super funds and other institutional investors are usually on the other side of options transactions, buying index puts as insurance against their exposures. But Eric Knutzen, multi-asset…
By Greg Bright Warren Chant and Andrea West, founders of the Chant West research and ratings firm, have been appointed joint chief executives of Enzumo Ltd, the listed fintech company which acquired their business in late 2015. In a letter to clients and others last Friday, Chant and West said that the arrangement would have…
The master of ceremonies at Chant West’s fifth annual Awards night, at Sydney’s Ivy Ballroom on May 24, will be Martin Fahy, the new chief executive of ASFA, who said: “We need to send a clear message that super funds are doing a good job”. In a release this week detailing the 12 Awards categories,…
A “good chunk” of the US$1.3 billion currently managed by Florida-based start–up equities shop GQG Partners has come from Australian investors. The firm, launched in June last year and backed by Australia’s Pacific Current Group, is expecting to have more than A$1 billion from Australian clients by the end of March. But GQG is not…
Ausbil Investment Management lost its chief operating officer, Simon Blakers, in its recent management restructure, just as the firm culled the lineup of potential custodians to three, following a lengthy review. The restructure, which saw founder Paul Xiradis step back to an executive chairman role, was unrelated to the custody review. It involved the elevation…
By David Chaplin Emerging markets have long been a troublesome bet for equity investors: the perennial over-promiser and under-deliverer. In the new world order – or disorder – however, they are looking rather more like core investments. According to Kim Catechis, head of global emerging markets for the Edinburgh-based fund manager Martin Currie, emerging markets…
Investment insourcing by big super funds has been a hot topic for the institutional segment of the industry for several years. But the insource/outsource topic is bigger than just investments. A paper by implementation specialist manager Parametric has weighed into the discussion. The paper, written by Raewyn Williams, managing director of research in Australia, shows…
