Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

Australia bucks global trend with active preference

The shift in investor preference for passive over active funds continued in the last two years, but Australian investors were more resistant to the global trend, according to research from Calastone. Calastone’s latest report, ‘Tidal Forces – Can Active Funds Fight the Passive Flows?’ compiled from analysis of fund transactions across its network during the last…

Greg Bright | 19th Mar 2021 | More
COP26 preview: what net zero means for investors

Big pension funds are looking to put on a good show prior to policy maker announcements at the increasingly anticipated COP26 United Nations climate change conference in Glasgow starting November 1. The UN PRI and London Stock Exchange Group (LSEG) co-hosted a global webinar this month (March 11) for more than 2,000 asset owners and…

Greg Bright | 19th Mar 2021 | More
  • Qld’s BIG merger: it’s now about investments

    As Sunsuper and Qsuper took another step forward in their proposed merger last week, the biggest hurdle, negotiating with the Queensland Government, appears to have been cleared. Now for the investments issue. The two funds, one trying to be truly national and the other strongly tied to its Queensland public service membership core, announced their…

    Greg Bright | 19th Mar 2021 | More
    Alternative thoughts on the value conundrum

    This is not another ‘now is the time for value’ story. Really. Perhaps the unique nature of the market’s record run in growth over value has been to do with our definition of value. Here are some alternative thoughts. According to a paper from Amundi Asset Management, ‘Do Not Give Up on Fundamental Valuations’, Investors…

    Greg Bright | 12th Mar 2021 | More
  • Need for boards to better monitor executives

    Australian company directors should be doing more to ensure their executives stick to the ethical values espoused at board level if they want to avoid a repeat of the poor behaviours exposed at the Hayne Royal Commission. A ‘Dialogue’ paper, published by the Actuaries Institute but representing the views of the author, Barry Rafe, identifies…

    Greg Bright | 12th Mar 2021 | More
    … and reviews fund manager cultures

    In the face of an ever-increasing wave of issues surrounding culture within funds management businesses, Frontier has become more aggressive in its approach to assessing culture within the businesses managing its client funds. Frontier, which advises on about $450 billion, has always assessed and considered culture within the context of developing manager ratings and recommendations,…

    Greg Bright | 12th Mar 2021 | More
    … Kate Farrar on the ‘boutique at scale’ strategy

    Kate Farrar, the chief executive-elect for the combined LGIAsuper and Energy Super, says the funds are looking to build something that’s a bit different – “a boutique at scale”. “Both funds had the same strategy going into this,” she said after her role was announced last week (March 8), to take effect on July 1…

    Greg Bright | 12th Mar 2021 | More
    Big investors still pumping gas for black stocks

    Fossil fuel investments held by the world’s largest fiduciary funds – sovereign wealth funds and public pension funds – have risen to their highest level since 2011, according to a report by SWF Global. The State-Owned Investor (SOI) data collected by the US-based organisation for its March quarter report, show fossil fuel assets jumped in…

    Greg Bright | 5th Mar 2021 | More
    How funds need to engage in future – EY

    Last year’s early release scheme for super fund members was a major event for both members and their funds, according to a report by advisory firm EY. For many funds it was an opportunity, too, which was largely missed. The EY report and short video, ‘Rethinking Member Engagement’, says: “As a result of the Government’s…

    Greg Bright | 5th Mar 2021 | More
  • Insight puts practice to AA theories

    Insight Investment has put the case for active asset allocation for investors over the market cycle, but especially now when both traditional defensive and growth assets are at troubling levels. In a webinar last week (February 25), Bruce Murphy, the Australia and New Zealand country head for Insight, a BNY Mellon company, said that there…

    Greg Bright | 26th Feb 2021 | More
    Why US trading systems could reach unsettling speeds

    US markets could halve settlement times by 2023 in a move aimed at dramatically cutting margin costs and reducing risk, according to financial infrastructure provider The Depository Trust & Clearing Corporation (DTCC). The DTCC proposal released in the wake of the GameStop brouhaha that highlighted margin bottlenecks in the system would see US securities trading…

    Investment News NZ | 26th Feb 2021 | More
    Why 2030 is closer than you think

    Michael Power, the high-profile head of strategy for global fund manager Ninety One – formerly Investec Asset Management – presided over a research project last year, called ‘The Road to 2030’. He now says: “2030 is closer than you think.” Power spoke at an investor webinar last month (February 16) in which he laid out…

    Greg Bright | 26th Feb 2021 | More
    1 20 21 22 23 24 60