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Private equity growth soars but new challenges emerge

The private equity market has not only recovered from its doldrums of 2007-2008, it is expected to struggle to satisfy investor demand over the next decade. Two-thirds of LPs plan to increase their allocations, according to the latest survey by SEI Investment Company. SEI, a big US-based fund manager, administrator and advisory group, surveyed 200…

Investor Strategy News | 20th Nov 2016 | More
UK fund managers, consultants roughed up by regulator

The UK financial regulator has gone to town on the country’s funds management industry calling for a raft of measures to reduce fees, improve disclosure and increase competition. In a wide-sweeping report released last week, the Financial Conduct Authority (FCA) recommends stronger investor best interest requirements for fund managers as well as introducing an “all-in…

Investor Strategy News | 20th Nov 2016 | More
  • Survey shows Australia better than the rest, but…

    (pictured: Carol Geremia) For as long as there have been performance surveys, starting with Bruce Cook’s Mercer Campbell Cook & Knight in the 1980s, short-termism has been a problem for big super funds. They continually tell themselves not to think that way, but it seems, short-termism is very difficult to avoid. A big international survey undertaken…

    Investor Strategy News | 13th Nov 2016 | More
    Smart beta’s evolution: factors have their own cycles

    (pictured: Susanne Willumsen)  As demand for smart beta strategies grows, so does the range of offerings from managers looking to assist further in the evolution of quantitative investing. For some, such as Lazard Asset Management, this involves blending factors and staying one step ahead of the herd. Susanne Willumsen, Lazard Asset Management director, portfolio manager…

    Investor Strategy News | 13th Nov 2016 | More
  • … as Sustainalytics weighs into cluster-bomb row

    The KiwiSaver cluster-bomb incident should serve as a warning to other jurisdictions, according to global ESG research firm, Sustainalytics. Vanguard and other index providers in New Zealand are already being affected. In a paper published last week, Sustainalytics says the KiwiSaver cluster-bomb debate – that saw a range of providers ultimately change some underlying index…

    Investor Strategy News | 6th Nov 2016 | More
    Investors beware: trading costs set to rise, says report

    (pictured: Michael Aked) When investors think about mean reversion they normally think about asset valuations. They should also think about liquidity, because transaction costs associated with liquidity also mean revert. They are currently at all-time lows and are set to shoot back up. A report by Research Affiliates of the US says that the costs to trade…

    Investor Strategy News | 6th Nov 2016 | More
    Funds urged on new ‘CRIO’ role and better engagement

    Perhaps it’s time for big super funds to elevate their retirement solutions staff with the appointment of a ‘chief retirement income officer’ to complement the role of chief investment officer, according to a report produced jointly by KPMG and Challenger. Funds have been working on the problematic retirement incomes issue for years now, well aware…

    Investor Strategy News | 30th Oct 2016 | More
    Five disrupting trends for asset managers

    Believe it or not, the funds management industry is in better shape than it has been for years. However, disruption, due to a raft of technological developments, is happening now. Managers have to adapt quickly in order to survive, according to a paper by SEI Investment Manager Services. SEI, a major US-based fund manager, administrator…

    Investor Strategy News | 30th Oct 2016 | More
    Baird bounces back at impact investing talkfest

    (pictured: Mike Baird) by Greg Bright He may have been on the back foot over shark deterrents on NSW beaches and the cruel world of greyhound racing, but last week the NSW premier, Mike Baird, was able to stand proud before the Australian investment community on a much more important subject. He told the annual Impact…

    Investor Strategy News | 30th Oct 2016 | More
  • ACCC wins no friends with early views on Pillar sale

    (pictured: Rod Sims) Analysis by Greg Bright It’s not just the Link Group’s board and management that are displeased at the ACCC interim view on the proposed Pillar purchase, announced last Thursday. The NSW Government, too, along with Pillar staff, may well be the biggest losers. The final date for bids has been pushed back a…

    Investor Strategy News | 16th Oct 2016 | More
    The Aberdeen story: why history matters

    (pictured: Martin Gilbert) by Greg Bright In these days of increasing variety in investment structures, from traditional LICs to listed investment trusts, to ETFs to SMAs and IMAs, to mFunds and, most recently, to exchange quoted managed funds, it’s the traditional – the LIC – which investors and managers alike still tend to favour. For some…

    Investor Strategy News | 25th Sep 2016 | More
    Manager’s ‘DORA Day’ leads to profitable study of women

    There are lots of theories about the best way to manage money but one of the most enduring is to adopt long-term thematic bets resulting in idiosyncratic concentrated portfolios. Enter Guardian Capital to the Australian market. Guardian has become a client of third-party marketer Allen Partners and has committed to offering its style of investing,…

    Investor Strategy News | 25th Sep 2016 | More
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