News

Traditional portfolio construction might be dead. But that doesn’t mean there’s no way to beat inflation, even as investors anticipate it will continue to rise and fall over the next decade.

Super fund trustees are throwing their full weight behind nation building projects where they feel their funds can get a competitive return, while the Coalition’s competing super for housing policy has been labelled “elitist”.

Osmosis IM was started with the belief that resource efficient companies would outperform their more wasteful peers. Fourteen years later it’s landed what’s likely the largest new ESG mandate in history.

Magellan has flagged acquisitions and the addition of alternatives strategies as part of a five-year plan to reclaim the $100 billion plus heights it last scaled in 2021.

Superannuation funds are rapidly offshoring their assets as FUM grows faster than GDP, according to new data from NAB and ASFA. Coming early to the barbell strategy party has also paid off.

While diversifying strategies commanded the field through 2022, investors feel they’ve missed the boat on the returns to be had. Instead, they’re window shopping for more private equity.

Ex-Cooper Investors portfolio manager Qiao Ma has landed at Munro Partners, where she will help support its three global funds with research and stock ideas.

Strategic alignment on growth and data capabilities made State Street a good fit for Australian Retirement Trust’s custody needs. Hard-earned experience with mergers helped too.

Rest has brought on former Colonial First State executive director for investments Scott Tully and Spirit Super’s Paul Docherty to get a “fresh set of eyes” on its investment options.

Vanguard Australia head of superannuation Michael Lovett will leave the firm following the launch of its super product.

Cooper Investors has shuttered the retail and wholesale classes of its Asian Equities Fund following the resignation of portfolio manager Qiao Ma.

The passive investment mega-wave has likely crested with active strategies poised for a long-overdue comeback over the next decade, according to a new Man Institute study.