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Aussie Super’s proof index funds underperform: thanks a lot APRA

by Greg Bright John Peterson, a former fund manager and asset consultant who is known for some big and successful market calls, has published a research note which adds to the growing concerns about the trend to passive management. Maybe it’s time for an intervention. The research note studies the performance of two main balanced…

Investor Strategy News | 13th Aug 2017 | More
… but NZ does it better

by David Chaplin New Zealand equity fund managers have a much lower benchmark-hugging threshold to cross than their global counterparts, a new report by actuarial consulting firm Melville Jessup Weaver (MJW) has revealed. The MJW analysis of ‘active share’ – a measure of how much a manager deviates from the index – estimates a theoretical…

Investor Strategy News | 13th Aug 2017 | More
  • More tech heads needed, Calastone study finds

    Australasian firms will need to appoint more tech-savvy senior executives and board directors if they are to stay ahead of the disruption curve, according to new research by UK-headquartered financial technology firm Calastone. Sarah Hayward, Calastone’s Australia and NZ head, said last week that the research, which tallied the number of ‘career technologists’ in top…

    Investor Strategy News | 13th Aug 2017 | More
    The John Nolan story: a mirror on super’s evolution

    by Greg Bright When John Nolan was thinking about starting his own investment research firm he had never heard of the term “asset consultant”. The 30-year journey he subsequently took, including building the firm which bore his name, in many ways reflects the journey of Australia’s superannuation system. But, as they say, the more things…

    Investor Strategy News | 6th Aug 2017 | More
  • TCorp restructure fit to service $90b and growing

    NSW TCorp, the largest fiduciary investment fund in the State, has completed its two-year re-build and started to expand its asset base beyond the three funds which amalgamated to form the new organisation in July 2015. TCorp now has about $90 billion under management and should be close to the $100 billion mark by the…

    Investor Strategy News | 6th Aug 2017 | More
    Australia tops financial jobs market … but storm clouds loom

    Australia is the best performer for both new financial services jobs and number of candidates in the Asia Pacific region, according to the latest research from Morgan McKinley, a global recruitment firm. But the figures mask a looming problem. The APAC-specific quarterly report published last week says the climate is marked by contrasts, with Australia…

    Investor Strategy News | 6th Aug 2017 | More
    Diversity can add value in funds management

    Ethnic and gender diversity among portfolio managers has not, until recently, been seen as a competitive advantage. Well, the times they are a changing. For global and emerging markets managers, this should have been the case long ago. Steve Way, a senior vice president and lead portfolio manager of Toronto-based AGF Investments, where he has…

    Investor Strategy News | 30th Jul 2017 | More
    Five key threats to wealth creation – Russell

    The 19th annual Russell Investments/ASX long-term investing report shows the risk for Australian investors who “steadfastly” rely on a singular asset class to achieve their long-term investment goals. For most, residential property is their biggest risk. The report, which offers a comprehensive comparison between the long-term returns of key domestic and global asset classes, finds…

    Investor Strategy News | 30th Jul 2017 | More
    Index maker snaps back on non-voting shares

    In a move set to hit tech darling Snapchat, index provider FTSE Russell has introduced new voting rights barriers for including certain stocks in its benchmarks. Under the new framework released last week, FTSE Russell says developed market equities in all its indexes “will in future be required to have greater than 5% of the…

    Investor Strategy News | 30th Jul 2017 | More
  • The JANA deal: we’ll find out how it works soon enough

    by Greg Bright For John Coombe and Ken Marshman, at least, and John Nolan as an interested observer, JANA has come full circle. After weeks of rumours, NAB confirmed last week that it would be selling to staff 55 per cent of the equity in JANA Investment Advisers, which it had bought from founder Nolan,…

    Investor Strategy News | 23rd Jul 2017 | More
    … as rising rates worry the unlisted market

    The possibility of rising interest rates in major markets, including Australia, has more than bond investors concerned. In theory, infrastructure investors have the most to lose. But new research by Frontier Advisors provides a salve: the link between interest rates and the value of very long-duration assets like infrastructure is not clear-cut. In a paper…

    Investor Strategy News | 23rd Jul 2017 | More
    Mercer’s four ways to solve a $28b-a-day problem

    by David Chaplin In a report published last week Mercer has laid out a four-pronged plan to bridge a global retirement savings shortfall that it says could hit over US$400 trillion by 2050. Australia is included in the worrying study of eight countries. The paper, ‘Bold Ideas for Mending the Long-term Savings Gap’, says out-dated…

    Investor Strategy News | 23rd Jul 2017 | More
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