Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

  • All Categories

  • All Categories

  • Appointments

  • Custody

  • ESG

  • Funds Management

  • Super

Wilson onboard at LGsuper in 3+3+3 restructure

(Pictured: John Wilson) The $7.7 billion Queensland-based local government fund LGsuper has restructured its board along the lines of the new Government’s proposed 3+3+3 system, appointing three independent directors ahead of the independent chair’s retirement in the second half of next year. LGsuper is one of Australia’s oldest funds – going for nearly 50 years –…

Investor Strategy News | 10th Nov 2013 | More
‘Endowment envy’ may be buried for good

Remember “endowment envy”? Perhaps endowments are showing signs of “average Mercer balanced fund envy”. The latest annual survey of US endowments shows, at last, a shift away from alternatives and towards listed US and international equities. For many years, the big US endowments had consistently higher returns than their pension fund counterparts. They also led…

Investor Strategy News | 10th Nov 2013 | More
  • Bravura, GBST make world’s top 100 list

    (Pictured: Tony Klim) Despite the expansion of several Australian technology companies in Europe and elsewhere in recent years, only two are ranked in the world’s top 100 tech vendors to financial services companies, according to the long-running ranking by American Banker magazine and researcher Financial Insights. Bravura Solutions, which has made the top 100 for seven…

    Investor Strategy News | 10th Nov 2013 | More
    First State team’s expansion rolls on

    (Pictured: Ross Barry) Ross Barry, currently a contracted consultant at Towers Watson and previously its head of alternative investments, will leave the consulting firm around Christmas to join one of its major clients, First State Super, in the new year. First State Super’s CIO, Richard Brandweiner, has been expanding his internal investment team since joining the…

    Investor Strategy News | 2nd Nov 2013 | More
  • Tyndall builds on core strategies, Asian expansion

    (Pictured: Mike Davis) Peter Sartori, the founder of Treasury Asia Asset Management (Treasury Asia), will become head of Asian equity for Nikko Asset Management, (Nikko AM) following the firm’s purchase from the Australian multi-affiliate Treasury Group. Mike Davis, the managing director of Tyndall AM (owned by Nikko AM), says the purchase enhances the Nikko range in…

    Investor Strategy News | 2nd Nov 2013 | More
    Michael Baldwin’s farewell: a bitter-sweet evening

    (Pictured: Michael Baldwin) The Fund Executives Association Ltd said goodbye to its long-standing and much-loved CEO, Michael Baldwin, last week. The speakers tried to not sound like they were delivering eulogies, but it was difficult. Baldwin, who has had a private passion for the arts for many years, has become the deputy head of the National…

    Investor Strategy News | 2nd Nov 2013 | More
    New Zealand’s investment market: the full picture

    (Pictured: David Chaplin) The KiwiSaver scheme, New Zealand’s incentivised retirement savings system, has reached about NZ$17 billion (A$14.9 billion) in assets covering 2.2 million members, according to a research report by David Chaplin. But recent growth has slowed. Chaplin, a specialist journalist who this year launched a funds management research firm studying both retail and institutional…

    Investor Strategy News | 2nd Nov 2013 | More
    Shorter settlement cycles: what this means for funds and managers

    By Tony Freeman*  In Australia and New Zealand – markets increasingly under pressure from regulatory change, globalisation and cost-pressures – one impending development is going relatively unremarked. It is the global trend towards shorter settlement cycles. This change will have a significant impact on Australasia.   The disparity in global settlement cycles extends across asset…

    Investor Strategy News | 2nd Nov 2013 | More
    Systems pipeline suggests healthy future

    (Pictured: Darren Stevens) Systems providers in the financial services industry tend to be a good leading indicator of the industry’s position. If that is currently the case, the industry is in ruddy good health, according to Bravura Solutions. Darren Stevens, Bravura’s director of strategy, says that his “pipeline” of new business possibilities has doubled in the…

    Investor Strategy News | 2nd Nov 2013 | More
  • Braga takes on ACSA role as Jond says au revoir

    (Pictured: David Braga) David Braga, a managing director and head of product for JP Morgan, will become the new chair of the Australian Custodial Services Association, following the retirement from the position of Pierre Jond, the head of BNP Paribas Securities Services in Australia. As previously announced, Jond is to return to Paris at the end…

    Investor Strategy News | 27th Oct 2013 | More
    Sunlight the best disinfectant in FX trades

    (Pictured: James McGeehan) QIC has added its weight to growing concerns, around the world, about returns leakages due to sloppy foreign exchange transacting. QIC held roundtables last week promoting closer oversight and monitoring by super funds. With the help of FX Transparency, a US-based specialist FX consulting firm, QIC presented to super funds in Sydney and…

    Investor Strategy News | 27th Oct 2013 | More
    Search continues for new fixed interest instruments

    (Pictured: Shawn Bookin) The question of credit, for super funds’ asset allocation during the current cycle, seems to be a question of ‘how much’ rather than whether they are ‘in or out’. Many investors utilize bonds as a low-risk strategy in their portfolio. In an environment where the benchmark index is heavily concentrated in low-yielding government…

    Investor Strategy News | 27th Oct 2013 | More