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

NZ Super tops-up top ranks, buys low as market tanks

The NZ Superannuation Fund (NZS) has confirmed a trio of senior appointments, luring two overseas candidates to assume the plum positions. In an update last week, the NZS named Kathryn Kerner, Kevin Wong and Rachael Le Mesurier as respective head of data analytics, senior investment strategist and head of diversity, equity and inclusion. Both Kerner…

David Chaplin | 13th May 2022 | More
Value back on top in a market in shock

Value investors have staged their long-prophesied comeback during the highly volatile start to the year. But questions remain about whether this performance will be prolonged. March stands out as being one of the most difficult periods for investors in a generation. On the one hand, bond markets sent fixed income to its worst return in…

Drew Meredith | 13th May 2022 | More
  • BlackRock backtracks on proxy support

    BlackRock has flagged an ESG-lite agenda ahead of the 2022 corporate proxy-voting season. In a note published last week, the BlackRock Investment Stewardship (BIS) group says the US$10 trillion manager – the world’s largest – will direct its considerable proxy power in favour of fewer shareholder proposals this year as companies face votes on more…

    David Chaplin | 13th May 2022 | More
    AIMA, 100WF elevate women’s voices

    Investment management still trends “pale, male, and stale”. But a new mentoring program is aiming to close the female participation gap. It took the Global Financial Crisis for Ming Long AM, now the chair of AMP Capital funds management, to get the CFO role at Investa Property Group. The company had just been taken over…

    Lachlan Maddock | 11th May 2022 | More
  • Time to make sustainability real for members: JANA

    As big super pursues an engagement-focused approach to sustainability, the challenge will be making its real-world impacts felt by both members and executives. Ask a dozen investment professionals what the key challenge for sustainability is and you’ll get a dozen answers: tracking error considerations borne out of Your Future, Your Super (YFYS); the need to…

    Lachlan Maddock | 11th May 2022 | More
    Funds ditch romance, confront reality on retirement

    With the advent of the Retirement Income Covenant (RIC), super funds can finally move forward on the decumulation phase. But they shouldn’t try to “boil the sea.” Despite the fact that a generation of superannuants are about to enter the decumulation phase, funds are still grappling with the challenge of producing a compelling retirement solution….

    Lachlan Maddock | 11th May 2022 | More
    Reject passive, return to active for pension funds

    Active management will be increasingly important for defined contribution (DC) retirement savings schemes as value-for-fees, expected lower future returns and sustainable investment preferences come to the fore, according to a new MFS white paper. The analysis says the rising exposure to index investments in DC schemes has been built on at least three “misconceptions about…

    David Chaplin | 6th May 2022 | More
    Why Manny and Gail Pohl helped restore a masterpiece

    The founder of Hyperion Asset Management and ECP has in recent years focused his philanthropic efforts on restoring master works from ages past. “The outstanding thing about all of them is the way the colours and the details jump out at you and talk to you,” says Manny Pohl, discussing the works restored by the…

    Lachlan Maddock | 6th May 2022 | More
    Lessons from a $5 billion fund in the world of ‘bigger is better’

    Life isn’t always easy at the small end of town, but the $5 billion legalsuper is kicking against APRA’s orthodoxy that bigger is nearly always better. “It’s hard not to notice this incredible fixation in our industry that you’ve got to be big to be here in the future,” says Andrew Proebstl, CEO of legalsuper. …

    Lachlan Maddock | 6th May 2022 | More
  • ‘Not just a piece of Britain’: Down Under open for funds innovation

    The new corporate collective investment vehicle (CCIV) could create new markets for Australian fund managers and bring international managers to Australian shores. Australia is still viewed as somewhat incurious about the region it inhabits, despite gesticulations at the fact that its countries are our largest trading partners. But the newly-created CCIV – due to commence…

    Lachlan Maddock | 4th May 2022 | More
    Future Generation pivots to prevention

    With a new CEO at the helm, the charitable listed investment companies first set up by Geoff Wilson in 2014 will now start funding organisations focused on addressing mental health issues before they occur. The two Future Generation LICs, focusing on domestic equities (Future Generation Australia) and global equities (Future Generation Global) – were set…

    Lachlan Maddock | 4th May 2022 | More
    Prepare for the might of the giga-fund

    In less than 20 years there will likely be a trillion-dollar super fund. So how will it throw its awesome weight around? It might have been premature to label AustralianSuper our first mega-fund. After all, it gives little room to move when coming up with a descriptor for a fund that will someday manage $1…

    Lachlan Maddock | 29th Apr 2022 | More