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Investors need to maintain climate engagement

As the ESG investment world prepares for what may come out of the COP26 climate change conference in November, Martin Currie has set out the four major challenges in making the transition to net zero emissions. In its ‘Net Zero: From Policy to Action‘ research note published this month, which is part of its four-part…

Greg Bright | 26th Mar 2021 | More
Money, fast cars and investor returns

It may be intuitive but there is now evidence that investors with more testosterone and those who drive flashy sports cars tend to produce lower returns over time. They take too much risk. We have Yan Lu, an American academic, to largely thank for those observational gems. From a position at the University of Central…

Greg Bright | 26th Mar 2021 | More
  • Longreach branches out along income theme

    Longreach Alternatives, a multi-affiliate manager started by Sam Mann in late 2016, has added to its range of boutique offerings with the launch of a fisheries quota firm. A common theme for the range is “sustainable income”. Mann, best known for setting up and running for nearly 10 years the K2 Advisors hedge fund business…

    Greg Bright | 26th Mar 2021 | More
    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
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