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… importance of culture: keep members in line of sight

Michelle Gardiner, chair of the investment committee at CareSuper, offered a five-point plan for super funds to maximise their performance and member engagement. It was an “anthropological” view, presented at the AIST’s Australian Super Investments conference. Gardiner spoke at ASI’s popular Women in Super breakfast, sponsored by J.P. Morgan. Her talk dove-tailed nicely with the…

Investor Strategy News | 8th Sep 2019 | More
Australian Catholics recruit ESG overseer from Eaton Vance

Louise Bradshaw is to become the first dedicated ESG investment professional at the $9 billion Australian Catholic Superannuation and Retirement Fund. Greg Cantor, the chief executive, recalled the Sydney-based fund launched its first ‘responsible investment’ option in 2002. It has a long history in the space. The new recruit, who joins the investment team led…

Investor Strategy News | 8th Sep 2019 | More
  • ACSA spreads the word on custody as ops come to the fore

    The Australian Custodial Services Association turned 25 this year. It is one of those behind-the-scenes organisations which work away for the benefit of the whole industry without seeking much limelight. Well, it shone at the AIST’s ASI conference last week. In a “special interest” session at the conference, Rob Brown, ACSA’s chief executive, supported by…

    Investor Strategy News | 8th Sep 2019 | More
    How to find ‘joy’ in retirement: look beyond money

    For those in the retirement savings industry money saved by members, mainly through super and a house, is a major focus of our working lives. But a happy retirement is not just about money, believe it or not. Enter Jon Glass. Dr Glass, a recently semi-retired investment professional – asset consultant, fund manager and CIO…

    Investor Strategy News | 8th Sep 2019 | More
  • Energy’s O’Donnell wins Hermes ‘rising star’ award

    David O’Donnell, an investment analyst at the $7 billion Energy Super, has won the seventh annual ‘Rising Star Award’, sponsored by Hermes Investment Management. It is the only award he has won since he got the ‘best and fairest’ for his ‘Under 13s’ cricket team, he said. The Rising Star Award, announced at AIST’s ASI…

    Investor Strategy News | 8th Sep 2019 | More
    Loftus Peak appoints first chief executive

    Loftus Peak, a boutique equities house, is expanding its remit with the appointment of a professional funds management chief executive. Rick Steele has had a long career in the industry, including several senior roles at both big and small companies. Alex Pollak, the Loftus Peak founder, a former finance journalist at the Sydney Morning Herald…

    Investor Strategy News | 8th Sep 2019 | More
    Backoffice business builds blockchain bible

    Global financial market infrastructure firm Depository Trust & Clearing Corporation (DTCC) has laid out a chapter-and-verse governance model for the nascent blockchain universe. In a just-published white paper produced with consultancy giant, Accenture, DTCC establishes eight commandments for running ‘permissioned’ blockchains – also known as distributed ledger technology (DLT). Unlike the headline-grabbing blockchain antics of…

    Investor Strategy News | 8th Sep 2019 | More
    Smart beta: the landscape is about to change big time

    by Greg Bright Over the next few months the challenge for the major smart beta providers in Australia and New Zealand will change dramatically. It’s not necessarily bad news for investors, though. But it’s not so good, either. The two biggest players in the market, who have been joined at the hip for years, are…

    Investor Strategy News | 1st Sep 2019 | More
    … as factor investing edges up a notch or two

    Factor investing – or tilted indices as the strategy used to be known – is becoming increasingly popular with retail investors, largely due to the growth in ETFs. But it is not as simple as it seems. Factor strategies may seem cheap, but there are risks attached. Institutional investors have understood the world of ‘factors’…

    Investor Strategy News | 1st Sep 2019 | More
  • The times they are a changing: certainly in investment ops

    To quote the great Bob Dylan, it really does seem ‘the times they are a-changing’ for the Australian wealth management industry. A challenging investment and business climate, building competitive pressure, consolidation, unprecedented scrutiny of performance and fees, increasing regulatory requirements, and a shifting distribution landscape. The need for asset managers and super funds to put…

    Investor Strategy News | 1st Sep 2019 | More
    And the winners may be…

    The Australian hedge fund awards organisers – The Alternative Future Foundation and Hedge Funds Rock – have announced the finalists for their night of nights, taking place in Sydney on September 12. The evening caps off what is generally dubbed ‘hedge funds week’, which includes the annual summit organised by the Alternative Investment Management Association…

    Investor Strategy News | 1st Sep 2019 | More
    Regulator puts custody on the backburner in NZ

    by David Chaplin* Later this year, probably, the Financial Markets Authority (FMA) of New Zealand will release the findings of a long-awaited review of the country’s custody sector. Securities servicing, as it should be known, has been long neglected by the NZ regulator. The review – understood to have been outsourced to consultancy firm PwC…

    Investor Strategy News | 25th Aug 2019 | More