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The rise of the individual in super: what are big funds doing?

Comment by Patrick Liddy*  “The only thing new in the world is the history you don’t know”, said Harry S. Truman, one of the most courageous US presidents in history. And Harry was right, up to a point. Themes keep repeating, the same mistakes happen and hubris abounds. Afghanistan is such a point. Alexander the…

Investor Strategy News | 10th Aug 2013 | More
Mercer adds some fire power to Aussie funds

(Pictured: Russell Clarke) Mercer has strengthened its funds management team ahead of the return to Australia of the London-based global CIO Russell Clarke. Nick White, a senior investment consultant, will take on the role of head of policy for the funds and Dave Stuart, the head of dynamic asset allocation, will take on the role…

Investor Strategy News | 10th Aug 2013 | More
  • … as Gunning heads home to new CEO role at Russell

    (Pictured: Pete Gunning) Pete Gunning, the global CIO for Russell Investments based in Seattle, is to return to Sydney to take over as the firm’s new CEO for Asia Pacific. Alan Schoenheimer, the current regional CEO, will transition to a non-executive advisory role. Schoenheimer has had various senior management positions at Russell in his 22…

    Investor Strategy News | 10th Aug 2013 | More
    AIMA’s global group gets behind Aussie chapter

    (Pictured: Paul Chadwick) With its first inhouse-produced conference coming up next month, the Alternative Investment Management Association’s Australian chapter is set to lift its profile in the industry and increase its relevance for members – both managers and investors – with the help of its global affiliate association. The recently knighted Sir Michael Hintze is…

    Investor Strategy News | 10th Aug 2013 | More
  • Lander puts the case for more focus on active management

    (Pictured: Jerome Lander) Jerome Lander, founder of the new research business, ProCapital, and former CIO of the $12 billion NSW Workcover insurance fund, knows the stakes are high for the future of investment portfolios in Australia.  He also knows that most investment portfolios lack sufficient exposure to good active management to deal with the challenges that…

    Investor Strategy News | 10th Aug 2013 | More
    Forget Big Data… It’s actually about lots of little data

    (Pictured: Darrell Ludowyke) Roll up your sleeves and get in there. And think creatively about your data… because: “the superannuation industry is one of the last to shift to a data-driven world”. So said Darrell Ludowyke and Greg Joffe at the FEAL national conference last week. As boring as it sounds, data management is increasingly important…

    Investor Strategy News | 10th Aug 2013 | More
    What big funds can do to retain members

    (Pictured: Garry Weaven) Garry Weaven is “sanguine” about the leakage of members from big super funds to the SMSF market, but his old boss at Westpac, Ian Macoun, is not.  Nor were too many others as relaxed, at the FEAL national conference, about the estimated A$16 billion which was transferred to SMSFs last year. The benefits…

    Investor Strategy News | 10th Aug 2013 | More
    Robyn Petrou gets top gong at FEAL

    (Pictured: Robyn Petrou) Robyn Petrou, the chief executive of the A$4.2 billion Energy Super fund, has been named “fund executive of the year” at the annual Fund Executives Association Ltd members’ dinner prior to the national conference in Melbourne last week. The award, which comes with a $20,000 education grant courtesy of AMP Capital, the sponsor,…

    Investor Strategy News | 10th Aug 2013 | More
    Australia’s oldest super fund to bite the dust

    The Harwood Superannuation Fund, reputedly Australia’s oldest super fund, is to be outsourced to a master trust or merged with an industry fund. The fund, for various CSR Ltd companies, dates back to the depression period of the 1890s. Tender documents and advice have been prepared by Deloitte. The corporate fund is a complicated one,…

    Investor Strategy News | 3rd Aug 2013 | More
  • OneVue to buy Computershare’s retail unit registry unit

    (Pictured: Connie Mckeage) Financial systems company and SMA administrator OneVue is acquiring the retail unity registry business of Computershare, which was recently earmarked for closure. OneVue will lift out Computershare staff from the business unit and hopes to provide a seamless transition for funds managers and securities services clients. The move should help bolster Australia’s…

    Investor Strategy News | 3rd Aug 2013 | More
    EM corporate debt and the switch to ‘alternative bonds’

    (Pictured: John Morton) BlackRock’s latest quarterly earnings statement in the US surprised analysts, not so much by the company’s overall positive position but because there appeared to be an inflow of funds into fixed interest products rather than the expected outflow. What has been termed the “Great Migration” may turn out to be no more…

    Investor Strategy News | 3rd Aug 2013 | More
    Time to cash up as negative correlations disappear

    In the six weeks between May 22 and mid-June, the way markets all acted together should have caused a change in approach to the asset allocation mix by institutional investors, according to CheckRisk. Negative correlations have gone and diversification is a questionable and expensive tool. The UK-based investment risk consulting firm points out that US…

    Investor Strategy News | 3rd Aug 2013 | More