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‘Let’s not lock ourselves into one corner’: Institutions moving fast on portfolio changes

A significant chunk of the world’s largest institutional investors are doing what the market tells them and moving faster on asset allocation changes and investment decisions as uncertainty spikes.

Lachlan Maddock | 22nd Mar 2024 | More
Mercer predicts mega-mergers as fund competition heats up

Australia’s superannuation system hasn’t seen the end of consolidation, according to Mercer, with megafund mergers on the horizon and the number of small funds likely to drop precipitously.

Lachlan Maddock | 20th Mar 2024 | More
  • Why super’s manager merry-go-round is ‘the definition of insanity’

    Investing with a manager when they’re winning is usually peak risk, but that’s what a lot of funds do. Meanwhile, passive investing remains “the elephant in the room”, even as it allows for greater freedom to invest in alpha-generating assets and strategies.

    Lachlan Maddock | 15th Mar 2024 | More
    AustralianSuper clears the decks for UK expansion

    Australia’s biggest super fund has slashed the headcount in its Melbourne-based global equities team as it prepares to build out a new crew in its rapidly expanding London office.

    Lachlan Maddock | 14th Mar 2024 | More
  • ‘No easy answers’, but YFYS review starts asking the right questions

    It’s tempting to think of the latest review into Your Future Your Super as just more regulatory tinkering, but experts think there’s a good chance it will give the industry a real solution to the unintended consequences of the performance test.

    Lachlan Maddock | 13th Mar 2024 | More
    AustralianSuper ramps up UK investment as offshore push gathers pace

    Australia’s biggest super fund is set to increase its investment in the UK to around $35 billion by 2030 and expand its already 100-strong on the ground presence in Kings Cross.

    Lachlan Maddock | 6th Mar 2024 | More
    What the ‘heavy emphasis’ on fees really achieved for members

    The MySuper reforms have seen costs come down and members getting a better deal, according to a decade of data compiled by Chant West, but the laser focus on fees from government and the regulators mean the industry’s opinion is “generally less sanguine”.

    Lachlan Maddock | 28th Feb 2024 | More
    Rest hunts impact opportunities in listed equities

    The $78 billion super fund has filled out its impact portfolio with a new listed equities mandate as it aims to have one per cent of FUM allocated to impact opportunities by 2026.

    Lachlan Maddock | 28th Feb 2024 | More
    Aware Super looks abroad for green finance opportunities

    Tailwinds from the United States Inflation Reduction Act underpin the $170 billion super fund’s latest co-investment in Galway Sustainable Capital, and the move will also take the fund’s private equity portfolio into financial services and further offshore.

    Lachlan Maddock | 23rd Feb 2024 | More
  • How internalisation is changing the costs conversation

    Big super’s in-sourcing of investment management means contending with new and hidden costs,
    but funds are also fretting the unintended consequences of a laser focus on fees.

    Lachlan Maddock | 23rd Feb 2024 | More
    Why ART won’t get on the internalisation ‘roundabout’

    Australian Retirement Trust has seen the cycle of in- and out-sourcing around the world and doesn’t want to be part of the same ‘pattern’. But even very large super funds have to think hard about their service providers, with counterparty risk emerging around similarly large managers.

    Lachlan Maddock | 21st Feb 2024 | More
    Performance gap narrows, but more competition coming

    YFYS is driving an uplift of the $31 billion Brighter Super’s investment strategy, while wider super fund performance is narrowing even as competition for new and switching members heats up with the end of default distribution.

    Lachlan Maddock | 21st Feb 2024 | More
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