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Investor Strategy News

Investor Strategy News results

… and improve standardisation of retirement calculators

(pictured: Ian Fryer) Online calculators that generate income projections represent a good way to focus members’ attention on their retirement. But the calculators provided by Australia’s biggest funds, as well as ASIC, offer widely different answers to basic questions. According to a study by Chant West, the projections provided by calculators used by seven big public…

Investor Strategy News | 6th Dec 2015 | More
State Street and PIMCO join with OneVue registry

(pictured: Adrian Stewart) With the industry’s continued trend of retailisation, State Street has become the third big custodian to link with OneVue for retail registry – due to important client PIMCO’s new digital platform and information portal. As previously announced, PIMCO insourced its retail distribution from Equity Trustees and built up its internal team ahead of…

Investor Strategy News | 6th Dec 2015 | More
What to do when there are no fat pitches: try harder

(pictured: Harry Rosenbluth) by Greg Bright The well-travelled Harry Rosenbluth borrows a term coined by Warren Buffett to describe the current environment for global equities: “there are no fat pitches”; at least in the developed markets. There may be no obvious mispricings, which is what he means, but good managers can always find ways to…

Investor Strategy News | 6th Dec 2015 | More
Talking global bonds as the Fed starts to turn…

(pictured: Guy Cameron) It is almost certain that the US will begin its long-awaited interest rate rises next week, marking the first by the Federal Reserve in nine years. For global bond managers like Cameron Hume, the size and speed of subsequent rises is more important. Visiting Australia last week for the first time, Guy…

Investor Strategy News | 6th Dec 2015 | More
New clients and an award for Frontier’s new platform

(pictured: Fiona-Trafford-Walker) Frontier Advisors has picked up an international innovation award for its ‘Partners Platform’ technology and is also picking up some new standalone business both in Australia and overseas. The award, from Asset International’s CIO magazine, was in the ‘consultants’ section of the sixth annual CIO Industry Innovation Award, held in New York. There…

Investor Strategy News | 6th Dec 2015 | More
  • Record roll-up for Women in Super’s NSW event

    (pictured: Sandi Orleow) Five new scholarships were awarded at last Friday’s Women in Super (WIS) NSW Christmas lunch in Sydney, which also boasted a record attendance for the NSW division of about 450 women – and men – from the industry. Sandi Orleow, who became chair of the NSW WIS this year, taking over from Franklin…

    Investor Strategy News | 6th Dec 2015 | More
    Ian Silk lays it on the line: we should be doing better

    (pictured: Ian Silk)  He doesn’t do it very often but when he does it invariably causes a stir. Ian Silk, the boss of Australia’s largest super fund, delivered a state-of-the-nation address to last week’s ASFA conference, calling for the industry to reassess its targets: “What we do isn’t about money, it’s about people”, he said….

    Investor Strategy News | 29th Nov 2015 | More
    Vanguard to tender in ‘historic’ custody review

    (pictured: Jeremy Duffield) Vanguard Investments is going to tender, for the first time since it opened up in Australia, in a review of its securities services partner. It’s an historic moment. For JP Morgan, the incumbent provider, Vanguard was an early daily-pricing client here in the 1990s, setting a benchmark for other managers. Vanguard will assess an…

    Investor Strategy News | 29th Nov 2015 | More
    PIMCO on Fed rate rise: 200bps heading our way

    (pictured: Richard Clarida) The US Federal Reserve will start tightening monetary conditions in December, ramping up rates by 2 per cent over the next two years, according a new analysis by global fixed income manager PIMCO. The paper, authored by PIMCO global strategic advisor Richard Clarida, argues that – barring an international catastrophe – the Fed…

    Investor Strategy News | 29th Nov 2015 | More
    Impax’s view on Paris: now is the time for action

    (pictured: Ian Simm) For big super funds and other fiduciary investors, today is an important day, hopefully. The eagerly awaited UN Climate Change Conference starts in Paris. Ian Simm, chief executive of Impax Asset Management, spoke last week about the latest developments in ESG investing. Simm was visiting Australia from London for the ASFA conference in…

    Investor Strategy News | 29th Nov 2015 | More
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