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Australian Ethical prepares for ’emerging and evolving’ investment landscape

The world of ethical investing continues to change, and Australian Ethical is investing in itself to keep up. A new CIO and a portfolio of impact investments from the Christian Super successor fund transfer are helping too.

Lachlan Maddock | 12th Jul 2023 | More
Small gains, but more change needed for the new YFYS

Treasury is fine-tuning the Your Future, Your Super performance test ahead of its next iteration in August. While the updates could pave the way for a better test, its extension to trustee-directed products is cause for consternation.

Lachlan Maddock | 21st Jun 2023 | More
Retrospective changes could ‘erode’ public perception of YFYS: ART

Australian Retirement Trust has warned that introducing more granularity into the YFYS test might only confuse members and that funds will incur greater transaction costs as new benchmarks are added to it.

Lachlan Maddock | 16th Jun 2023 | More
  • New problems for choice products in next YFYS test

    The Your Future, Your Super performance test will have a tough time weeding out underperforming trustee-directed products when they’re already closed, according to Chant West, while many of those housed on platforms could fail because of their unique fee structures.

    Lachlan Maddock | 19th May 2023 | More
    Rise of the mega fund: Super gets competitive on mergers and members

    Competition in super is heating up but it’s not yet come to the boil. Mergers, member retention and retirement are all shaping up as key battlegrounds for funds.

    Lachlan Maddock | 5th May 2023 | More
    Illiquid assets top fund performance driver in tough 2022

    Private markets were the main driver of superannuation fund performance for 2022, according to Frontier, but only a few of this year’s top 10 funds feature in the league tables over the last decade. And the YFYS test is still creating anomalous outcomes.

    Lachlan Maddock | 26th Apr 2023 | More
  • ‘Ongoing work’: Jones flags more YFYS changes

    There will likely be more changes to the controversial Your Future Your Super regulations following the “initial response”. Meanwhile, the government is pressing on with super fund involvement in nation-building projects.

    Lachlan Maddock | 14th Apr 2023 | More
    Why Mercer’s merger is a ‘game changer’

    Mercer Super wants to break down the long-held perception that only the industry funds can offer strong performance with competitive fees. Its newfound scale and global footprint are key to the “disruption opportunity”.

    Lachlan Maddock | 12th Apr 2023 | More
  • ASIC warns of industry weakness on performance test communications

    Funds that have failed the Your Future Your Super performance test need to improve their communications on underperformance and product closure, according to ASIC.

    Staff Writer | 12th Apr 2023 | More
    Bigger isn’t (always) better: The final words on fund size

    Big and small funds alike can do well for their members, and what’s more important than size is how they use it. But the risks of having a highly concentrated industry have been “underplayed”, according to ANU academic Geoff Warren.

    Lachlan Maddock | 5th Apr 2023 | More
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