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Tuvalu swaps Russell for Mercer in A$280m mandate

Dotted with various government funds, the Pacific Islands has emerged as a competitive space for NZ and Australian-based investment advisers.

David Chaplin | 5th Aug 2022 | More
Why Frontier wants to be big in Japan

Until now, Japanese funds have largely been bond and cash investors. As they expand into real assets, Frontier wants to own that consulting niche.

Lachlan Maddock | 3rd Aug 2022 | More
‘Come at us’: Mercer ready for competition at scale

Mercer Super Trust’s merger with Westpac’s superannuation assets will prepare the retail fund for a new era of competition in Australia’s rapidly consolidating super sector. BT’s Personal and Corporate superannuation funds will be merged into the Mercer Super Trust in a successor fund transfer that will create a superannuation fund with $65 billion under management…

Lachlan Maddock | 27th May 2022 | More
  • YFYS sees a ‘bifurcation’ in property strategies

    Your Future, Your Super (YFYS) is creating a two-speed system in unlisted property where the biggest funds are forced offshore and the smallest must play in their own backyard. That might soon change. It’s a testament to the idiosyncrasies of the YFYS performance test that super funds are still trying to figure out the best…

    Lachlan Maddock | 27th May 2022 | More
    Mercer’s wish list for a ‘fairer and simpler’ super system

    Mercer has proposed a slew of tax changes to address the super system’s “inherent bias towards high income earners” and reduce the gender pension gap. Under Mercer’s proposed changes, individuals with balances over $5 million would be required to reduce their balance to that amount and those over the age of 75 would be required…

    Staff Writer | 25th Feb 2022 | More
    Asset owners swim the deep end of private markets

    Asset owners haven’t been challenged with a sustained crisis in nearly 20 years, and it’s possible they’ll get one just as they make the jump into markets they’re unfamiliar with. Governance will be key. As inflation climbs and market volatility increases, Rich Nuzum, president of Mercer’s investments and retirements business, says that asset owners need…

    Lachlan Maddock | 16th Feb 2022 | More
  • From Goldilocks to gold: Mercer sets scenes for inflation

    Mercer has urged investors to consider a wider range of inflation scenarios in portfolio design plans as price uncertainty ramps up across the world. In a new paper, the global multi-manager and consultancy firm says investors now face more complicated decisions amid confusing inflation signals. “Adding a less predictable inflation environment now increases complexity for…

    David Chaplin | 18th Nov 2021 | More
    Aussie allocation creeps up among NZ managers

    Local equities fund shops have increasingly allocated to Australian shares over the last four years, a new Mercer NZ analysis has found, partly to ease pressure from ballooning assets under management. The Mercer study of a dozen NZ fund managers found Australian shares now represent 34 per cent of their collective portfolios compared to 26…

    David Chaplin | 22nd Oct 2021 | More
  • Merger race already won

    There is a growing fear that the post-YFYS landscape will be dominated by a handful of megafunds, with competition – and differentiated member outcomes – disappearing.Super funds are about to experience a quick and bloody cull. With the first underperformance results expected on September 1, and letters to be sent out soon after advising members…

    Lachlan Maddock | 16th Jul 2021 | More
    Legal action casts doubt on Aon-WTW merger

    The long-awaited mega-merger between two global financial services giants, Aon and Willis Towers Watson, has hit a major snag as the US Department of Justice moved to block the transaction. In a statement last week (June 16), the Department of Justice (DOJ) says it had “filed a civil antitrust lawsuit today to block Aon’s [US]$30…

    David Chaplin | 18th Jun 2021 | More