Analysis

With the rise in impact investing – the most active direct investing segment of the ESG trend around the world – a group of 35 North American specialist private equity managers has co-published a report showing how the alpha potential is being realised in the nascent asset class. The report published last month, ‘The Alpha…

Castle Hall has launched the first of three in a series of due diligence ‘primers’ which outline key issues for investors to consider when research managers in a particular asset class or topic area. The consulting and research firm is a specialist global due diligence consultant, with an Australian and New Zealand office run by…

Factor investing continues to expand and mature, based on broadly favourable outcomes and investor satisfaction, but the real test will come, perhaps soon, when the many relatively recent adopters take their factor strategies through a market downturn, according to a new study. This may prove an inflexion point in which, should factor continue to meet…

Institutional investors are more trusting of their fund managers and advisors than individual investors and the level of trust, elsewhere in the world, has generally improved in the past couple of years, according to a global study by the CFA Institute. The study, ‘The Next Generation of Trust’, shows that while the levels of trust have…

Renewable energy is, arguably, the hottest asset sub-class of the moment. Some fund managers, such as Aquila Capital, have a long history in the renewables area and can point to many nuances which investors should consider. Unlike some other hot asset sub-classes, renewable energy is here to stay. Renewable energy is an investment theme for…

Even before last week’s political strife in the UK over Brexit, big global investors were concerned about the growing systemic risks, according to the latest international risk survey by DTCC, the post-trade infrastructure provider. The slower-than-expected negotiating progress between the UK and European Union and the ongoing uncertainty of the outcome has positioned Brexit as…

by Jonathan Shaw* Building informed member engagement is more crucial than ever if funds want to retain and attract members. Engagement is a balancing act. Just enough and super fund members make better retirement decisions. Too much and they can easily derail their retirement plans. Walking this line is no easy path according to the…

In the property sector, the introduction of ESG principles has, to date, largely been confined to the design and redevelopment of ‘green buildings’. But a handful of fund managers has sought to integrate ESG in all aspects of their work. Property, more than most asset classes, is all about the long term, which is about…

James Swanson, the chief investment strategist at MFS Institutional Advisors, who has been with the firm for 33 years, is, like all of us of a certain age, contemplating retirement. His reflections on the world of investments show how, as the saying goes: the more things change, the more they stay the same. In his…

The sixth annual survey by the global multi-affiliate manager Legg Mason paints an interesting new picture of the way individual investors – both advised and unadvised – are approaching their investment portfolios. There appear to be big changes on the way. The results of the global survey of 16,810 investors across 17 countries, including Australia,…

by Greg Bright* RBC Investor & Treasury Services posed an interesting question to fund managers last week: “Is data creepy or cool?” The answer, probably, is: “both”. An eclectic group of fund managers gathered in Sydney and had their say on data, its collection and its management. And, an interesting further question is: ‘who owns…

With the ubiquity of MySuper default options, many funds have attempted to provide a more tailored retirement solution to members through the adoption of so-called ‘lifecycle’ strategies. But, a new paper by Frontier Advisors, warns that members may retire with less as a result. The paper, co-authored by David Carruthers, a principal consultant and head…