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Funds cast a cautious eye over ESG performance as YFYS bites

Performance concerns for sustainable investing have risen to the fore as the Your Future Your Super (YFYS) test shortens investment horizons. The wider return outlook is more challenged too.

Lachlan Maddock | 24th Jul 2022 | More
ESG gets harder, but hardly impossible

Recent market moves won’t be the end of ESG, but it’s as good a time as any to remind investors that there’s more to it than exclusion.

Lachlan Maddock | 20th Jul 2022 | More
Schroders launches dedicated YFYS fund

Schroders has launched likely the first dedicated fund managed directly to the Your Future, Your Super (YFYS) benchmark for alternative investments. The Global Active Allocation Fund, which has secured a foundation investment mandate from a large super fund, is a multi-asset portfolio with the objective of outperforming the YFYS benchmark applying to alternative investments and…

Staff Writer | 9th Mar 2022 | More
  • Industry has “underwhelmed” on innovation: Schroders CEO

    Manufacturers and super funds alike need to do more on the burning issue of retirement products. So far, they’ve failed to innovate. A full generation of superannuants are about to enter the decumulation phase, with little idea about what to do with the nestegg they’ve built up. And despite the new retirement income covenant, superannuation…

    Lachlan Maddock | 3rd Dec 2021 | More
    ‘Alpha isn’t enough’: Tough lessons for funds on engagement

    Member engagement is starting to rise from a very low base. But the industry is still “net nowhere” when it comes to winning their hearts and minds. It’s widely acknowledged that member engagement remains unacceptably low. Try as they might, super funds can’t seem to get members to care about their retirement savings, as evidenced…

    Lachlan Maddock | 3rd Dec 2021 | More
    Fund returns and the tyranny of expectations

    The problem with high expectations is that you have to keep meeting them. And after a year where some funds returned 20 per cent, investors and super members are expecting more, more, more. Investors are relentlessly cheerful creatures. According to Schroders’ latest Global Investor Study, Australian investors (defined here as those expecting to invest the…

    Lachlan Maddock | 1st Oct 2021 | More
  • Value and ‘the frailties of human psychology’

    The value vs growth competition isn’t a competition, according to Schroders. Value will always outperform because it exploits “the one thing that never really changes”: human beings. Markets have seen a period of very strong value performance since the announcement and rollout of effective Covid-19 vaccines – the so-called “Vaccine Monday” – as markets reappraised…

    Lachlan Maddock | 30th Jul 2021 | More
    Market distortions boost demand for private markets

    Short and long-term factors are benefitting investors and their managers which have either entered the private markets space or expanded their capabilities. To the chagrin of detractors, Australia’s big not-for-profit funds can hang their hats largely on private markets for much of their outperformance. We all know UK based global manager Schroders is very old,…

    Greg Bright | 1st Nov 2020 | More
  • … as Antler offers new model for venture

    The case for venture capital as an institutional investment has never been more apparent. As others in the private markets generally are saying, “where else are you going to invest?” While a new model doesn’t make it any easier for Australia’s big funds to invest locally, it does so globally. The new model consists of…

    Greg Bright | 1st Nov 2020 | More