A new multi-asset strategy with long pedigree

While tactical asset allocation strategies have had a long history in Australia, their newish incarnation, as global macro funds, have tended to go in and out of fashion in step with market jitters. The current volatility is good news. Starting

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The road to commercialise Mine Super’s Recreo

Mine Super has taken a big step towards commercialising its majority interest in Recreo Financial, the administration systems provider it partnered with in 2015. It has been a rocky road for many of the participants. Recreo is to merge with

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Ownership change no hindrance to IFAA

The IFAA Group has seen almost immediate success with new business from several sources, notwithstanding its recent acquisition by Auckland-based administration and consulting firm MMC. Neil Harvey, IFAA Group’s managing director, said last week that recent wins for the group

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New competitive landscape over priority and privilege

APRA’s proposed changes to the regulation known as SPS250 will mean all super funds will have to fundamentally challenge the nature of their existing insurance partnerships by widening the notions of priority and privilege. The changes will alter the competitive

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Kalman leaving Equity Trustees for places unknown

Harvey Kalman, the global head of business development for fund services at Equity Trustees and key business driver for many years, has resigned, seeking a new yet-unknown challenge. Kalman, 54, has been with Equity Trustees since January 2000 and for

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… and Impact’s role at the pointy end

The biggest single investment category for major impact investors around the world is climate related, as it is for more general ESG investing. But “true impact investing’ is different. Another global webinar this month focusing on what climate change means

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NZ global equities house flashes retail light

After five years operating as a wholesale and institutional manager, the Wellington-based Lighthouse Investment Funds has signalled the broader market with a new retail international shares offering launched this month. Flying under the colours of fund-hosting business Implemented Investment Solutions

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Women in Super audiences join in rallying cry

The voices of women are swelling to a national rallying cry for justice and equality, Kara Keys, the chair of Women in Super, told sold-out lunches for the organisation last week. The guest speaker told them how to join in

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