Some of the world’s largest institutional investors, with assets totalling about US$30 trillion, moved last week under the auspices of the United Nations to flex their muscle – up against various intransigent governments – to address climate change. A total
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
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
by Greg Bright The Australian Government has given a fillip to the long-discussed Asia Regional Funds Passport scheme with the release of draft legislation and a request for proposals to participate in a pilot program. And it’s not just fund
Private credit is arguably the hottest asset class of the moment. Australian institutional investors have several global and local providers from which to choose. Now, there’s a not-for-profit organisation looking to promote the asset class in the region. The Alternative
Among financial planners, at least, on average there appears little value in trying to enhance their clients’ portfolio returns through manager selection, new research by Research Affiliates shows. While the big asset consulting firms will dispute this from their own
by Greg Bright We all know that index funds and smart-beta funds can, and maybe should, co-exist with active management. What we don’t know, yet, is how and to what extent this should happen. This report is based on the
by John Peterson In response to the article, “APRA still failing members with passive versus active discussion”, published on January 14, 2018, in Investor Strategy News, APRA took issue with the assertion that it is, “pushing super funds towards lower
By David Chaplin The year ahead will be tough for fund managers globally a new Deloitte report argues as margin squeeze, ongoing technological disruption, regulatory pressure and a consumer revolt come to a head. According to the Deloitte ‘2018 Investment
Cyclically adjusted price/earnings ratios are not a great indicator of short-term equity market performance, but they are a good guide to longer-term behaviour, particularly corrections. And Australia is the most highly correlated of 12 major markets. According to a recent
Some of the world’s largest institutional investors, with assets totalling about US$30 trillion, moved last week under the
by Greg Bright There is a big difference between the way the three investment management distribution segments address
by David Chaplin Sovereign wealth funds (SWFs) have significantly upped allocations to alternative assets since 2010 during a
by Greg Bright The Australian Government has given a fillip to the long-discussed Asia Regional Funds Passport scheme
Private credit is arguably the hottest asset class of the moment. Australian institutional investors have several global and
Among financial planners, at least, on average there appears little value in trying to enhance their clients’ portfolio
by Greg Bright We all know that index funds and smart-beta funds can, and maybe should, co-exist with
by John Peterson In response to the article, “APRA still failing members with passive versus active discussion”, published
By David Chaplin The year ahead will be tough for fund managers globally a new Deloitte report argues
Cyclically adjusted price/earnings ratios are not a great indicator of short-term equity market performance, but they are a
