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How internalisation is changing the costs conversation

Big super’s in-sourcing of investment management means contending with new and hidden costs,
but funds are also fretting the unintended consequences of a laser focus on fees.

Lachlan Maddock | 23rd Feb 2024 | More
Private debt reigns supreme in a wobbly market

The asset class is top of the private market pops as institutional investors fret valuations and liquidity in private equity and watch the ongoing commercial property dislocation with growing concern.

Lachlan Maddock | 16th Aug 2023 | More
Funds fret ‘high and hidden’ private market fees

Super funds and other institutional investors are deeply unsatisfied with the nature of private markets fees, but cost-additive pressures are emerging across all asset classes when fees should be falling.

Lachlan Maddock | 3rd Jul 2023 | More
  • Asset allocators back active equities after market meltdown

    Institutional investors have come crawling back to equities, according to bfinance, while high growth managers have led the rebound in an “abrupt style reversal”. But hopes for a meaningful market rebound could be misplaced.

    Lachlan Maddock | 18th May 2023 | More
    Appetite for diversifying strategies drops

    While diversifying strategies commanded the field through 2022, investors feel they’ve missed the boat on the returns to be had. Instead, they’re window shopping for more private equity.

    Lachlan Maddock | 15th Feb 2023 | More
    Instos shun liquidity in private markets push

    Private markets are still en vogue amongst institutional investors, even as recent market movements throw portfolios out of whack, according to the findings of bfinance’s biennial global asset owner survey.

    Lachlan Maddock | 17th Nov 2022 | More
  • Institutional investors weather the great rethink

    A “dramatic and sobering” first quarter has seen institutions re-think everything from ESG to hedge funds as the job of investing becomes harder in a more dangerous world. Recent surveys of global institutions have unearthed an increasingly gloomy outlook from our biggest investors as they scrutinise the new inflation paradigm and a more multi-polar geopolitical…

    Lachlan Maddock | 13th Apr 2022 | More
    All fees tumble again as ESG matures

    Even the strong trend towards ESG investing, overlaid with heightened interest in climate-related strategies, has failed to halt the decline in funds management fees. The latest biennial study by global mandate search and research consultancy bfinance shows that fee compression has caught up with global ESG equities over the past five years, the average mandate…

    Greg Bright | 18th Nov 2021 | More
  • Confusion and conflict in climate equities

    Climate risk has “never been higher on investors’ agendas” – but the strategies they use to combat itoften have conflicting features. Lack of data only compounds the problem. Martha Brindle, director of equities in bfinance’s public markets team and Sarita Gosrani, director of ESG and responsible investment (both based in London) note that there are…

    Lachlan Maddock | 15th Oct 2021 | More
    Investment consultants unite on net zero

    Investment consultants like JANA, Frontier, and Willis Towers Watson, are banding together to “drive real change” by confronting the “daunting” task of accomplishing a net zero transition. The Net Zero Investment Consultants Initiative (NZICI) will see consultants embed advice on the transition to net zero into their advisory work and support clients on developing policies…

    Lachlan Maddock | 23rd Sep 2021 | More