Super funds are double-checking their marketing materials and coming to grips with an evolving regulatory regime as greenwashing risk looms large.
The global energy system is changing at a rapid pace but it’s too early to pick winners, according to Calvert. And despite a tough 2022, true ESG will prevail.
Competition in super is heating up but it’s not yet come to the boil. Mergers, member retention and retirement are all shaping up as key battlegrounds for funds.
The government will continue to tweak the Your Future Your, Super benchmarks to provide certainty on sustainable investing and give ASIC more funding to combat greenwashing as global climate action heats up.
60/40 isn’t dead, but that doesn’t mean that investors shouldn’t be searching high and low for diversification. Despite what Harry Markowitz once said, it won’t necessarily come cheap.
Citi Securities Services has won the custody mandate for Mason Stevens as it looks to expand its platform offerings and its previous custodian, NAB Asset Servicing, winds down its operations.
The Future Fund is thinking of restarting its active equity programs with investments in small caps, according to CEO Raphael Arndt, but commentators are split on whether it will find the returns it needs.
Members back the idea of industry funds and the government working together on nation-building projects – if the returns stack up. Convincing them that they actually do will be key.
Private markets were the main driver of superannuation fund performance for 2022, according to Frontier, but only a few of this year’s top 10 funds feature in the league tables over the last decade. And the YFYS test is still creating anomalous outcomes.
A BlackRock survey of institutional investors has found the growing appetite for private markets is dampened only by liquidity concerns. Meanwhile, its strategists warn that the efficacy of the classic 60/40 portfolio is waning.
