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How to plan for COP26

Six years after the Paris agreement on climate change action, most of the institutional investment world and the majority of major countries agree on what needs to be done. COP26 represents a gear shift. Being billed by some investors, including Paris-based global manager Amundi Asset Management, as a “make it or break it Moment”, the…

Greg Bright | 21st May 2021 | More
Martin Currie tips rising births to buck trend

While Australia’s birth rate continued to slide during the height of covid-19 and immigration came to a halt, a portfolio manager at Martin Currie has recently been studying pre-natal medical records. Against a worldwide trend, and Australia’s multi-year pattern, the early indicators are that the rate of natural population growth is set to pick up….

Greg Bright | 21st May 2021 | More
  • How climate is driving impact investing

    The rise in impact investing in the past few years has been spurred along by the rise in ESG investing generally, which in turn has been spurred along by climate-conscious investing. For fund flows, climate wins hands down. Nuveen, the active funds management arm of TIAA in the US, is one of the oldest and…

    Greg Bright | 21st May 2021 | More
    Fund mergers now a question of where it all stops

    KPMG believes $50 billion is about the minimum size for an APRA-regulated fund when the dust settles. Helen Rowell, the retiring deputy chair of APRA, believes it should be $30 billion. The figures were bandied about at the CMSF conference where mergers were discussed in some detail. Leeanne Turner, who has just been through one…

    Greg Bright | 21st May 2021 | More
  • How to (efficiently) change your manager

    Demand for specialist transition services is on the rise as institutional investors focus on containing the upfront and hidden costs of firing fund managers, according to a new Mercer study. Authored by Mercer NZ head of consulting, David Scobie, the report says institutions need to carefully consider the bottom-line expenses and risks of sacking underlying…

    David Chaplin | 7th May 2021 | More
    Bottom-up quality test for truly global equities

    There is growing concern about the relevance of broad market indices, especially due to their poor reflection of China’s growth. The main concern should probably be managers who hug them. Whether or not it’s the index producers to blame, or managers who are not as active as they claim, an interesting angle on what is…

    Greg Bright | 7th May 2021 | More
    …. as climate prompts ESG investor swing to impact

    Big investors are increasingly looking to make a difference with their commitments towards a net zero carbon target. They don’t have to raise direct equity capital to do so. In a recent note to clients, ‘Net Zero: the role of capital markets’, global equities manager Martin Currie says there is a common misconception that without…

    Greg Bright | 7th May 2021 | More
    … as Summit offers new views on gender gap

    The Actuaries Institute has suggested three main initiatives to help address the gender gap in retirement in a study prepared to coincide with the current ‘2021 All Actuaries Virtual Summit’. The report by a group of prominent actuaries and super specialists, tackles the decades-old issue of women retiring with less money than men from a…

    Greg Bright | 30th Apr 2021 | More
    GBST carve-out on the table in FNZ ‘win’

    FNZ has wrung out some relief from the UK Competition and Markets Authority (CMA) despite losing on most counts in the latest – and almost last – round of its bid to prevent a forced sale of GBST. In a provisional report handed down mid-April, the CMA upheld its November 2020 finding that a merger…

    David Chaplin | 30th Apr 2021 | More
  • Actuaries look to broaden their horizons

    Actuaries are looking to broaden the horizons of their profession, while cultivating innovation and entrepreneurship and also giving themselves an image boost in the process. These aims were outlined in the opening plenary session of the Actuaries Institute last week (April 27) in what must be the longest industry conference ever held. It is the…

    Greg Bright | 30th Apr 2021 | More
    Why 2020 was tough for TAA despite volatility

    Last year proved once again that market timing can be very profitable but an extremely difficult task to pull off, according to a new analysis of tactical asset allocation. The paper, by influential Auckland-based actuarial advisory firm Melville Jessup Weaver and authored by newly minted actuary William Nelson, found NZ share investors could have engineered…

    David Chaplin | 16th Apr 2021 | More
    The business of joining Yarra with Nikko

    Yarra Capital last week completed its acquisition of Nikko Asset Management’s Australian business, taking its assets under management to about $20 billion. Now the hard work begins. Branding has been decided, with Yarra Capital to remain the overall brand, Nikko’s fixed income business to be subsumed into Yarra’s and the old Tyndall Asset Management brand…

    Greg Bright | 16th Apr 2021 | More
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