Investment Strategy

Sunsuper wants more co-invest, zero fees

Sunsuper’s head of alternatives Bruce Tomlinson says the $70 billion fund is looking to forge closer relationships with fewer managers and wants to pay them nothing while they’re at it.
Helen Rowell, APRA deputy chairman
Policy and Regulation

APRA to name underperfomers

APRA deputy chair Helen Rowell has slammed the trustees of poor-performing superannuation funds and warned that the prudential regulator will put even greater pressure on them to lift their game following the publication of a widely-anticipated review of fund performance.
Chair's Seat

Neil Cochrane and Wayne Kayler-Thomson: Forging a merger

The chairs of First State Super and VicSuper talk to Investment Magazine about the $120 billion merger underway, industry consolidation and the importance of scale.

Scott Treloar: Skiing in Singapore and how to quantify investor skill

In this second episode, we talk about the shape of the hedge fund industry how to create better systematic allocation to funds using machine learning techniques.
Industry View

Death of the industry fund?

David Bell says industry funds have a unique opportunity to showcase the value of industry-specific engagement and product features. But beyond insurance arrangements, how much tailored product design exists?
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Seamus Collins: Mine Super’s big revamp

A self-proclaimed pragmatist with an investment operations background, Collins views his promotion to chief investment officer as an opportunity to boost returns by generating ‘operational alpha’.

The industry’s drive for scale: Who benefits?

The argument that bigger fund leads to better returns is largely dependent on liquidity and opportunity size. Further, the evidence on the benefits of scale is not encouraging so far, says Michael Kollo.

The battle of data scientists vs the quants

There are powerful forces changing the quantitative communities around the world. These include heavy competition in asset management, a desperate need to stand-out in an overcrowded field and readily available datasets and coding libraries.
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APRA promotes Suzanne Smith to oversee super

The prudential watchdog has promoted Smith to executive director of the country’s $2.9 trillion superannuation industry after joining the regulator just eight months ago from the private sector.

Knox: Australia’s low-cost age pension

As Australia is heading towards having the lowest pension cost of any OECD country, we must be willing to be bold, think outside the square and so improve our overall retirement income system.

AustralianSuper names Don Russell chair

Australia's largest superannuation fund names former Keating adviser as chair, replacing Heather Ridout who is stepping down after more than six years at the helm.
Investment Strategy
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Investment Strategy

Hedge fund CFM says ignore the news

Investor obsession with news was the hot button topic at Investment Magazine’s Absolute Returns conference where CFM International president Philippe Jordan warned that confusing noise with a true market signal is dangerous.
Investment Strategy

Japanification looms large for asset owners

Evidence suggests that further monetary stimulus will have limited impact and as a result there is a risk that deflation could take hold in some markets, says QIC investment chief, Allison Hill.
Investment Strategy

Volatility index signals further chaos in US credit markets: DiMartino Booth

A former Dallas Federal Reserve Bank adviser warns that a spike in bond market volatility and recent money market chaos could flag a looming credit crisis.

Sponsored Content

Lifeskills - Brought to you by AIA Australia

Assessor Assist: using AI to improve efficiencies in the claims space

As insurance companies grow, so too does the amount of claims they receive. Ultimately, this is a positive thing: more claims doesn’t necessarily indicate that more people are becoming sick or getting injured, but that increasing numbers are taking the time to assess their insurance needs, take out cover appropriate to their situation, and become better informed about what they might be eligible to claim for.
Global Macro Shifts - Brought to you by Franklin Templeton

An update on our ESG scores

Templeton Global Macro's investment experts share their latest update to global ESG scores and profile three countries with improving scores, and two with deteriorating scores.
Absolute Returns Conference

Embrace the blackbox says AMP Capital, FORT

Australia’s $2.9 trillion superannuation industry should not be afraid of using artificial intelligence or machine learning, delegates were told at the Absolute Returns Conference in Sydney.
Attend an Investment Magazine Event
October 28, 2019 - October 29, 2019

Equities Summit

SUITABLE FOR: Heads of equities, Portfolio managers, CIOs, Asset consultants

The Equities Summit is designed to examine how the exposure and implementation of equity strategies have changed over the years with the evolution of portfolio construction techniques and quantitative and risk analysis.

November 18, 2019 - November 20, 2019

Fiduciary Investors Symposium

SUITABLE FOR: CIOs, Heads of asset classes, Chairs of investment, Asset consultants

The Fiduciary Investors Symposiums are designed to examine the management of fiduciary assets in both investment strategy and implementation, including the latest thinking relating to asset allocation, risk management, beta management and alpha generation.

January 29, 2020 - January 31, 2020

Chair Forum

SUITABLE FOR: Superannuation fund and investment committee chairs.

The forum addresses how super fund and investment committee chairs balance their increasing range of responsibilities, including board governance, strategy and delegation, investment decision- making, the economic environment, risk management and strategic asset allocation.
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First State Super hires key executives

First State Super has made two key changes to its leadership team ahead of a merger with VicSuper to create Australia’s second largest profit-to-member super fund, managing $120 billion in retirement savings.

Hostplus and Club Super to merge

Hostplus has agreed to merge with its smaller competitor to create a $42.6 billion industry fund.

Sunsuper names Bernard Reilly CEO

Sunsuper appoints TCorp’s Bernard Reilly to the top job, replacing Scott Hartley who resigned after more than five years at the helm.

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Putting Members First Bill passes with dangerous amendments

The government has negotiated the Putting Members First Bill with crossbenchers, who were concerned about the loss of valuable insurance for workers in high-risk occupations who may not be able to get cover elsewhere.

Where has all the competition gone?

As the industry has consolidated and insurers retain more risk to offset falling revenue, funds accessing reinsurers’ pricing and capacity is the simplest solution to re-balance competition for members

ASIC paper raises thorny issues for super funds

The corporate watchdog proposes to cut the time for decision-making on an IDR complaint to 45 days for superannuation disputes.
Post Retirement
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Treasurer Josh Frydenberg said he will wait to comment on the report

Retirement income review: What does the industry really think?

Treasurer Frydenberg’s long-awaited review of the retirement income system has been broadly welcomed by the industry. Here's a snapshot of what some of the assets owners and advisers think.
WA Super CIO Chris West

WA Super’s Chris West: Putting members first

The current systemic risk is that members are pushed into portfolios with higher risk than is suitable, for reasons that are more driven by business and career factors, than what is optimally in the member’s best interest.

Retirement income review targets ‘three pillars’

Treasurer Josh Frydenberg announced on Friday that former senior Treasury official Mike Callaghan will lead the long-awaited independent review of Australia’s retirement income system.