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Restoring active pride, JANA debunks outperformance prejudice

It is a truth universally acknowledged that a fund manager in possession of a concentrated portfolio with high active share must necessarily deliver alpha. Or maybe the truth is not so universal, according a new JANA research paper. The JANA study, conducted in partnership with Cabot Investment Technology, refutes common investor prejudices that high active…

David Chaplin | 20th May 2022 | More
NZ Super tops-up top ranks, buys low as market tanks

The NZ Superannuation Fund (NZS) has confirmed a trio of senior appointments, luring two overseas candidates to assume the plum positions. In an update last week, the NZS named Kathryn Kerner, Kevin Wong and Rachael Le Mesurier as respective head of data analytics, senior investment strategist and head of diversity, equity and inclusion. Both Kerner…

David Chaplin | 13th May 2022 | More
Time to make sustainability real for members: JANA

As big super pursues an engagement-focused approach to sustainability, the challenge will be making its real-world impacts felt by both members and executives. Ask a dozen investment professionals what the key challenge for sustainability is and you’ll get a dozen answers: tracking error considerations borne out of Your Future, Your Super (YFYS); the need to…

Lachlan Maddock | 11th May 2022 | More
  • Emmi appoints new COO

    Carbon analytics fintech Emmi has appointed a chief operations officer as it onboards a slew of new super fund and consulting clients. Rebecca Bannan, who was previously Emmi’s head of strategy and operations, will step into the role of chief operations officer. Bannan, a chartered financial analyst, was previously investment director for strategic advisory at…

    Staff Writer | 25th Feb 2022 | More
    Frontier wins GESB contract

    Frontier Advisors has nabbed a contract with Western Australia’s Government Employee’s Superannuation Board (GESB). Frontier Advisors has won a $12.2 million multi-year contract with GESB, replacing incumbent consultant JANA Investment Advisers. Frontier will provide “tailored investment advice to help the Government Employees Superannuation Fund meet its investment objectives; insights on financial market opportunities and risks;…

    Lachlan Maddock | 21st Jan 2022 | More
    Super funds start to act on modern slavery

    The uncomfortable truth is that slavery, even in its more modern form, still exists. The UN estimates there are approximately 40 million victims of modern slavery around the world. The exploitation of people for commercial gain is deeply intertwined into everyday products and services through our global supply chains. This is a serious global issue…

    Christopher Beattie | 10th Dec 2021 | More
  • Big super turns to ‘the Excel of carbon’ – but beware the ‘house of cards’

    Michael Lebbon wants to create carbon data that’s as ubiquitous as Uber. But he believes that too much consolidation in the still nascent industry risks creating a dangerous game of follow the leader. “I’ve never wanted to work in pure finance; it didn’t sit well with me,” says Michal Lebbon, CEO of carbon data startup…

    Lachlan Maddock | 10th Dec 2021 | More
    Net-zero go slow frustrates funds

    It’s probably too early to pick the winners in the transition to net-zero. But the lack of a solid plan at the Federal level is making things even more complicated. The interest in renewable energy has grown substantially over the past 18 months, and particularly in the leadup to COP26, where world leaders aim to…

    Lachlan Maddock | 28th 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
    YFYS short-termism can’t hurt ESG: Summerhayes

    Geoff Summerhayes, former APRA executive, concedes that while the short-term nature of the Your Future Your Super (YFYS) test is a “challenge” for ESG investment, climate change is a mega-trend that demands more attention. One of the main frustrations around the YFYS performance test has been that climate change does not occur on a regimented…

    Lachlan Maddock | 17th Sep 2021 | More