Megafunds are set to control trillions in member savings, but there’s still more questions than answers about the future direction and shape of the superannuation system.
The circa $350 billion AustralianSuper has appointed its first chief liquidity officer to drive the development and implementation of its liquidity strategy as it tries to “get ahead of the curve” of risk management across its portfolios.
China’s reduced dominance in the emerging markets has changed the composition of the index, providing greater choice and diversity for investors as supply chains relocate and Asia becomes the world’s AI factory.
Perpetual, Victor Smorgon Partners and Rixon Capital took out some of the top gongs at the Australian Alternative Investment Awards, but the big win was for those who have worked tirelessly to professionalise Australia’s hedge funds landscape.
Client alignment, investor psychology and clashing fee streams are top concerns for Leda Braga, CEO of Systematica Investments, who says that poor decision making around drawdowns is still rife in the market,
Being a truly long-term investor means you can usually rise above market noise. But even investors with a 100-year time horizon need to think about the meta-trends emerging today to prepare their portfolios for tomorrow, according to Oppenheimer Generations.
Long-term investing is not static investing. But – given a distant investment horizon and well-calibrated asset allocation – super funds don’t need to shake up the portfolio every time the world changes.
Equip Super and TelstraSuper will merge to create a $60 billion profit-to-member fund, with Northern Trust a shoo-in for its custody and fund administration needs.
The investment vehicles of wealthy families are internalising asset management and professionalising their investment teams at a rapid rate, according to Citi Private.
During the Great Moderation, the mantra was “be long and don’t touch”. But with a wave of transformation sweeping through markets, BlackRock thinks it’s time for investors to switch things up.
