Constructing a diversified portfolio of different managers and strategies requires an understanding of how each relates to the others in different market conditions. Strategies which cluster together, in terms of having a positive correlation, should receive a smaller allocation in
Most investment firms seem to have transitioned fairly smoothly to working from home compared with a lot of other industries, and that goes for big asset consulting firms around the world as well as managers. But the consultants, like managers,
Until a few years’ ago, multi-asset managers were consistently delivering reliable returns with good downside awareness. However, from 2018 there was a noticeable shift towards persistent underperformance in relative-value multi-asset managers which was outside the range of expectations. Frontier Advisors
In times of crisis, robust fund governance is vital, according to Sarah Cornelius, a Frontier Advisors consultant. She quizzed two fiduciary investors and another Frontier consultant on governance issues during one of last week’s sessions at the annual Frontier conference
Blue Orbit Asset Management, a new Melbourne-based boutique equities manager, has snared a highly regarded specialist chief operating officer, Lewis Bearman, to take on that role with the firm from next week, August 4. He has 34 years of experience
In an overdue attempt to improve how co-mingled superannuation investment categories are presented to the general membership base, David Bell, a former fund manager and fund CIO who now runs the Conexus Institute, has called on the industry to comment
Asset servicing contracts between big super funds and fund managers and their custodian banks are getting increasingly complex. Drew Vaughan, a specialist consultant in the space, recently oversaw a new contract between TelstraSuper and its incumbent provider, J.P. Morgan, in
Melinda Clarke, the much-loved former industry events organiser, passed away on July 12 after a two-and-a-half-year battle with cancer. More importantly, she was the much-loved wife of Jason Clarke, an investment industry entrepreneur, and the mother to their three young
Yarra Capital, the diversified Melbourne-based equities boutique, is building an impressive and experienced board, with the latest appointment announced last week (July 20). It is Mark Lazberger, who was most recently the chief executive of the former Colonial First State
by David Chaplin AMP Capital cleaned-out its top ranks in Australia last week that included the exit of its well-respected head of real estate, Carmel Hourigan. In a statement, AMP Capital said, along with Hourigan, the leadership shake-out would also
Constructing a diversified portfolio of different managers and strategies requires an understanding of how each relates to the
Most investment firms seem to have transitioned fairly smoothly to working from home compared with a lot of
Until a few years’ ago, multi-asset managers were consistently delivering reliable returns with good downside awareness. However, from
In times of crisis, robust fund governance is vital, according to Sarah Cornelius, a Frontier Advisors consultant. She
Blue Orbit Asset Management, a new Melbourne-based boutique equities manager, has snared a highly regarded specialist chief operating
In an overdue attempt to improve how co-mingled superannuation investment categories are presented to the general membership base,
Asset servicing contracts between big super funds and fund managers and their custodian banks are getting increasingly complex.
Melinda Clarke, the much-loved former industry events organiser, passed away on July 12 after a two-and-a-half-year battle with
Yarra Capital, the diversified Melbourne-based equities boutique, is building an impressive and experienced board, with the latest appointment
by David Chaplin AMP Capital cleaned-out its top ranks in Australia last week that included the exit of
