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Don’t get keyed up on BFID – it won’t hurt ESG

While the best financial interests’ duty (BFID) has seen some super funds think twice about ESG,reconciling ESG and responsible investment with best financial interests’ duty isn’t the hurdle some think. One of the more obtuse changes under Your Future Your Super (YFYS) was the insertion of the word “financial” into “best (financial) interests’ duty”. While…

Lachlan Maddock | 22nd Jun 2022 | More
Rest hands ESG mandate to Calvert, Parametric

The $60 billion industry fund has appointed Calvert and Parametric to implement sustainable screens across its real assets portfolio. Rest has awarded an enhanced ESG mandate to Parametric and Calvert to provider further diversification to its Sustainable Growth ethical investment option. The mandate will see Rest implement ethical and sustainable screens and tilts across its…

Staff Writer | 12th Feb 2022 | More
YFYS won’t be the end of ESG: Parametric

The problems with Your Future Your Super (YFYS) run deep – among them, how super funds will manage ESG within the confines of low tracking error strategies. But it’s not the end of the road. Under the YFYS reforms, implementation manager Parametric believes tracking error will face downwards pressure as funds try to stay on…

Lachlan Maddock | 14th Jan 2022 | More
  • Super funds chase momentum as performance test looms

    With the advent of Your Future Your Super (YFYS) Australia’s super funds are more closely examining their indexing options. The trick is ensuring member outcomes don’t suffer. Benchmark-relative risk is now top of mind for super funds, with specialist implementation manager Parametric seeing a substantial uptick in the number of funds taking an interest in…

    Lachlan Maddock | 30th Jul 2021 | More
    Now Parametric buys into YFYS debate

    The Your Future Your Super Bill continues to be roundly criticised by the industry after the deadline for comment has passed and notwithstanding doubts about its passage to legislation. Proposed regulations, requiring comment by May 26, included two concessions to the barrage of criticism from almost every quarter of the industry – from the profit-to-member…

    Greg Bright | 4th Jun 2021 | More
    Rest’s combined mandate first for Eaton Vance

    Calvert Research and Management and Parametric, two of Eaton Vance’s managers, have combined in Australia for the first time to manage the equities component of Rest Super’s new sustainable growth investment option. Calvert is the US-based ESG specialist acquired by Eaton Vance in 2016. Parametric, an implementation specialist manager which is one of the global…

    Greg Bright | 30th Apr 2021 | More
  • Commonsense case for D&I action

    In recent years, the global surge towards ensuring diversity and inclusion within corporate leadership has intensified. In 2020, industry super fund HESTA launched an initiative called ’40:40 Vision’. It advocates for more diversity in executive leadership in corporate Australia by setting a gender balance target of at least 40 per cent men and 40 per…

    Jennifer Sireklove and Whitlam Zhang | 16th Apr 2021 | More
    How a couple of tweaks can help retirees in equities

    Even a passive portfolio consisting entirely of Aussie equities can provide some of the defensive and yield-bearing characteristics that retirees usually need with a couple of smart-beta-type tilts. The latest short research note from Parametric, the implementation-focused manager, examines what such a strategy, which it calls ‘Keep Calm and Carry On Investing’ would have done…

    Greg Bright | 26th Feb 2021 | More
  • Parametric promotes from within for head research role

    Parametric Portfolio Associates has promoted Whitlam Zhang to fill the research role formerly held by Raewyn Williams, who resigned late last year. He becomes manager research and strategy for Australia and New Zealand. In the role, Zhang reports to both Chris Briant, the Australia and New Zealand head of Parametric’s parent Eaton Vance, and Paul…

    Greg Bright | 31st Jan 2021 | More
    Williams to depart Parametric next month

    Raewyn Williams has resigned from Parametric Portfolio Australia and will leave the firm at the end of February, after seven years there. She is Australia’s best-known exponent of after-tax investing, who has been a prolific producer of global and Australian research on the topic. It is understood Williams, the managing director, research, who started her…

    Greg Bright | 20th Jan 2021 | More