Analysis

… 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

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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

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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

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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

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Naysayers emerge in ESG trend research

ESG investing continues to polarise institutional investors around the world, with a surprisingly large number considered ‘contrarians’ who tend to buck the trend to ESG’s adoption and integration. This is one of the outcomes from research by Nuveen, the NYSE-listed

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New pressures from maturing alternatives market

While a combination of factors is driving the alternatives investment sector towards full maturity, pressure is also mounting on fund manager and investor capabilities for efficiency and governance. According to a short paper by Northern Trust’s asset servicing arm, the

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Second big quarter in value rotation

Value managers are hopeful that, following the second consecutive quarter of the factor’s outperformance, their world has returned to normal. Value may well be back. For the March quarter, for Australian shares, the S&P/ASX 200 value factor index was up

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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:

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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,

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