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NZ Super plots costs, headcount growth, returns

New Zealand’s sovereign wealth has set its future 20-year rolling returns forecast well above the risk-free rate but below the annualised 10 per cent it achieved in its first two decades of operation.

David Chaplin | 8th Nov 2024 | More
Super needs a ‘major re-engineering’ for retirement to succeed

It’s “quite realistic” that many super funds will take too long to build the basics of a retirement income strategy, and the system might need a licencing regime to make sure members are getting the best service.

Lachlan Maddock | 6th Nov 2024 | More
  • Australian Ethical plugs into Charles River

    Having handed its custody to State Street, Australian Ethical has selected the Charles River Investment Management Solution to automate its front and middle office processes for its entire investment portfolio.

    Lachlan Maddock | 25th Oct 2024 | More
    DB ain’t dead – and it’s still got lessons to teach

    While there’s a perception that defined benefit funds have mostly vanished from the earth, they still manage a hefty chunk of Australia’s pension savings and DC funds can learn a lot from them in their efforts to solve the retirement problem for their members

    Lachlan Maddock | 23rd Oct 2024 | More
  • The data must flow: AussieSuper bets big on DataBank

    The $341 billion AustralianSuper has taken a significant stake in US-based DataBank to catch the AI and digitalisation waves that pension funds all around the world are trying to surf.

    Staff Writer | 18th Oct 2024 | More
    Australian, UK pension funds join forces for renewables push

    A coalition of Australian and British pension funds representing A$3.25 trillion of workers’ retirement savings has called on the Starmer government to reform policy settings so they can tip more money into the energy transition in the UK.

    Lachlan Maddock | 11th Oct 2024 | More
    Lill’s departure caps off years of change for Rest

    Andrew Lill has stepped down as chief investment officer of the $86 billion Rest, bound for parts yet unknown. The fund he leaves looks very different to the one he joined.

    Lachlan Maddock | 4th Oct 2024 | More
    AMP moves ahead with super, North restructure

    AMP will reduce the headcount across its superannuation and North platform businesses and press ahead with changes to its redundancy policies even as the Finance Sector Union warns that “staff deserve better”.

    Lachlan Maddock | 2nd Oct 2024 | More
    Hostplus: In a changing market environment, don’t just do something – stand there!

    Long-term investing is not static investing. But – given a distant investment horizon and well-calibrated asset allocation – super funds don’t need to shake up the portfolio every time the world changes.

    Lachlan Maddock | 20th Sep 2024 | More
  • Members, Northern Trust the winners in Equip/Telstra tie-up

    Equip Super and TelstraSuper will merge to create a $60 billion profit-to-member fund, with Northern Trust a shoo-in for its custody and fund administration needs.

    Lachlan Maddock | 20th Sep 2024 | More
    ART goes from robust to ‘resilient’ in risk rethink

    ‘Once-in-a-decade’ events are becoming more and more common, but avoiding them altogether is just one way of protecting portfolios. ART is building new capabilities to absorb their impact – and come back from them even stronger.

    Lachlan Maddock | 13th Sep 2024 | More
    What Cbus would have done differently on its internalisation journey

    With almost 50 per cent of its nearly $100 billion FUM now internally managed, Cbus has seen fees come down and gained more control over its ever-growing portfolio. But in hindsight it “could have pushed a bit harder”.

    Lachlan Maddock | 13th Sep 2024 | More