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‘Come at us’: Mercer ready for competition at scale

Mercer Super Trust’s merger with Westpac’s superannuation assets will prepare the retail fund for a new era of competition in Australia’s rapidly consolidating super sector. BT’s Personal and Corporate superannuation funds will be merged into the Mercer Super Trust in a successor fund transfer that will create a superannuation fund with $65 billion under management…

Lachlan Maddock | 27th May 2022 | More
YFYS sees a ‘bifurcation’ in property strategies

Your Future, Your Super (YFYS) is creating a two-speed system in unlisted property where the biggest funds are forced offshore and the smallest must play in their own backyard. That might soon change. It’s a testament to the idiosyncrasies of the YFYS performance test that super funds are still trying to figure out the best…

Lachlan Maddock | 27th 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
    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
    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
    Advocates, Women in Super, reframe neurodiversity

    More diverse organisations have consistently outperformed those that are less diverse. But neurodiversity is still largely an unknown quantity in many of them. The term “neurodiversity” was first coined by researcher Julie Singer in the late 90s, and popularized by journalist Harvey Bloom. It holds that there is simply “a diversity of human minds and…

    Lachlan Maddock | 8th Apr 2022 | More
    ‘It’s not an automatic win’: Why size won’t come easily to super

    Australia’s super funds are racing to achieve massive size in the understanding that it will create untold benefits for members. But “a little but of circumspection and caution” is required. “People seem to be taking it as a fact that you just need to be bigger, and that it’s obvious you need to be bigger…

    Lachlan Maddock | 6th Apr 2022 | More
  • ASIC dumps super ‘insider trading’ probe

    ASIC’s investigation into whether super funds took advantage of inside knowledge when switching investments in early 2020 has ended with the regulator taking no action. The drawn-out saga of ASIC’s investigation into alleged “insider trading” at super funds has come to a close, with the corporate regulator saying it will take no further action against…

    Lachlan Maddock | 6th Apr 2022 | More
    The super wars are over (if you want them to be)

    While Liberals and Labor have sparred for decades, it seems that many Australians believe the ideological conflict waged over superannuation is mostly moot. The super wars have raged unchecked since the introduction of the superannuation guarantee (SG) in the heady days of 1993. But the ideological battles in Parliament and the press have been waged…

    Lachlan Maddock | 30th Mar 2022 | More
    UniSuper’s VC foray a sign of things to come

    UniSuper’s decision to dip its toe into venture capital is all about members. The question is whether the fund will go further down a road that few others have tread.  It’s an investment that would barely move the dial on overall returns, but the $75 million that UniSuper has tipped into early-stage commercialisation manager Uniseed…

    Lachlan Maddock | 25th Mar 2022 | More
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