Analysis

Katrina King

How QIC is combining ESG factors with its bond portfolio

Most corporate bonds are owned by institutions and most institutions are getting very aware of ESG issues. Here is where the rubber is starting to hit the road for ESG-aware bond managers. According to QIC, the big Queensland-government owned fund

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Matt Whineray

NZ Super in risk-off mood

by David Chaplin The New Zealand Superannuation Fund has dialed-down active risk-taking to one of its lowest points in almost a decade, according to chief investment officer, Matt Whineray. Whineray, told the Sovereign Wealth Fund Institute (SWFI) publication last week

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Kylie Willment

Mercer sees index headwinds against a passive tidal wave

The global shift to index investing is unlikely to rewind despite unfavourable conditions for passive allocations across asset classes, according to Kylie Willment, Mercer Australia’s chief investment officer. Willment, who made several investor presentations last week in New Zealand, said the

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The rise and rise of private equity as megafunds rule

While most areas of private equity have performed well for both managers (general partners) and their investors (limited partners), there has been a standout sector in the past 12 months according to a study by McKinsey & Company. This was

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Martin Fahy

Grattan versus the Super Industry – round 3

The Grattan Institute, the think tank which has become a consistent critic of the superannuation industry, lobbed another grenade over the fence last week, in a paper on how to close the gender gap in retirement incomes. This is a

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AlexVynkour

… as retail investors get more ESG options

by Greg Bright There is a big difference between the way the three investment management distribution segments address ESG issues. For retail investors, it is about the ‘product’. The rise of new-style listed invested vehicles, including sophisticated ETFs, has given

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Why sovereign funds are attracted to alternatives

by David Chaplin Sovereign wealth funds (SWFs) have significantly upped allocations to alternative assets since 2010 during a period when funds under management leapt about US$3 trillion, new research from global consultancy firm PwC reveals. The PwC study shows the

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