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‘We know it’s not perfect’: The future of Your Future Your Super

Despite APRA’s move to name and shame 13 underperforming funds, it’s clear that Your Future Your Super (YFYS) is a work in progress. More needs to be done to make it a true and fair test. Call them the Dirty (Baker’s) Dozen: 13 funds named and publicly shamed for their failure of the YFYS performance…

Lachlan Maddock | 3rd Sep 2021 | More
Central banks look to third-party fund managers as asset diversification gathers pace

Global central banks are developing a stronger appetite for external fund managers to oversee a wide range of asset classes held on their ballooning balance sheets, a new study has found. According to the 2021 Global Public Investor (GPI) survey produced by the Official Monetary and Financial Institutions Forum (OMFIF), central banks “are becoming far…

David Chaplin | 27th Aug 2021 | More
  • Negative correlation threatens flip

    The negative correlation between bond and equity returns is taken as scripture in financial markets. But Capital Fund Management (CFM) warns that the times may be changing.   The negative correlation between bond and equity returns is the (relatively) simple idea that when equities go down, bonds go up, allowing bonds to act as a…

    Lachlan Maddock | 27th Aug 2021 | More
    Epsilon gets on at the ground floor

    Australia’s direct lending market is set to take off as the big banks withdraw and investors realise the vast opportunities offered by the businesses that form the backbone of corporate Australia. “We want to grow this market, because we believe we’re offering something that’s going to be highly beneficial to investors in Australia in the…

    Lachlan Maddock | 27th Aug 2021 | More
  • … Climate reporting to ‘cool manager profits’

    Imminent climate disclosure obligations could dent fund manager profits by up to 1 per cent while increasing retail manager fees as much as 2.2 per cent, according to an NZ Government report. Analysis by New Zealand’s Ministry of Business, Innovation and Employment (MBIE) was released along with the final select committee report on the Financial…

    David Chaplin | 20th Aug 2021 | More
    Get ready for ‘Impact Plus’ and a ‘Dark Green’ fund

    The investment world has its fair share of clever spin doctors, such as the investment banks behind the ‘BRICs’ and ‘PIGS’ of years past. Some intriguing labels are now coming out of the budding impact investing sector. Mark Berryman, the managing director of impact and sustainable investing at US advisory firm Caprock Group, offered up…

    Greg Bright | 20th Aug 2021 | More
    VCs tuck into alternative meat raisings

    Early stage investors are starting to broaden their appetite for carbon-reducing new technologies, looking for opportunities in nascent industries such as plant-based foods. According to the latest figures from Preqin, the global alternatives research house, the value of capital raisings in the niche segment of ‘alternative meat’ increased sixfold between 2019 and 2020 to US$206…

    Greg Bright | 20th Aug 2021 | More
    A case study in AI for funds management

    The term ‘big data’ has not resonated with investors in the way that the term ‘artificial intelligence’ has. Marrying the two helps. Now applying them to the ESG trend helps a lot more. Andy Moniz, a quantitative fund manager with a pedigree in data science, says he never much liked the term ‘big data’. The…

    Greg Bright | 20th Aug 2021 | More
    Hedge funds are back

    With an uptick in interest in hedge funds following better performance during covid-19, bfinance has produced a study on how big investors have adapted their hedge fund portfolios. The global manager search and research firm says that institutional investor sentiment towards hedge funds has been “noticeably more positive in 2021, supported by double-digit gains [in…

    Greg Bright | 13th Aug 2021 | More
  • Back-test backlash: why financial research could be blowing smoke

    A new academic paper has labeled most investment strategy research as statistically flawed, equating finance industry back-tested analyses with the now-debunked historical medical studies funded by ‘big tobacco’. In the study titled ‘Finance is not excused: why finance should not flout basic principles of statistics’, authors David Bailey and Marcos de Prado, argue that the…

    David Chaplin | 13th Aug 2021 | More
    YFYS and ‘new ways to judge the past’

    The public facing aspects of Your Future Your Super (YFYS) risk creating a “pseudo ‘best in show’, according to new research from Deloitte. The research, titled “New ways to judge the past”, highlights a number of mostly unexamined pain points in the YFYS legislation and regulations – notably around the ATO’s YourSuper comparison tool and…

    Lachlan Maddock | 13th Aug 2021 | More
    A proxy war on proxy advice

    In his final speech to the Australian Council of Superannuation Investors (ACSI), Ian Silk defended the organisation against all comers. But the Morrison Government is unlikely to relent. “To be prudent stewards of capital and to act in their members’ best interests, investors must remain focused on ESG issues in their portfolios,” Ian Silk said…

    Lachlan Maddock | 13th Aug 2021 | More
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