Real Estate

Blackstone remains ‘high conviction’ on travel and entertainment assets

While hospitality assets that were convention oriented will probably take longer to recover back to pre-COVID levels, these activities will come back and this mega trend will continue, Blackstone's Kathleen McCarthy says.
Real Estate

Nascent specialty real estate opportunities now coming of age: Heitman

The dislocation caused by Covid will push along growth in specialty real estate fundamentals at the same time as managers are improving their systems and liquidity enters the market, Heitman's Caleb Mercer says.
Real Estate

Public-private inefficiencies driving real estate opportunities: AXA

It's the inefficiency inherent in real estate that provides opportunities for investors to take advantage of illiquidity and price discovery at certain inflection points, AXA's Justin Curlow explains.
Real Estate

Office in flux: Deciphering the COVID impact

The pandemic and its associated lockdowns have inspired a rapid pivot towards more effective digital communications and remote working, accelerating a trend that was already in play, Lendlease's Micah Schulz says.
Real Estate

Real asset risk assessment requires digging deeper: AEW

Environmental Social and Governance policies are commonplace in global investment firms, but addressing risks to physical assets like property take investment teams deeper in their due diligence and studies of investment risk, experts explore.
Investment Strategy
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Investment Strategy

Specialist investor Kayne Anderson bets on student housing mispricing

Remote learning and widespread US university closures completely recalibrated student housing prices and offered the Florida-based firm opportunities to snap up premium new developments. 
Investment Strategy

Property value dislocations push allocators into unfamiliar territories

Aware Super is being more direct in its real assets investment strategy, a new approach that coincides with unique conditions for deal execution, a panel of asset allocators have discussed.
WA Super CIO Chris West
Investment Strategy

Chris West on thinking about risk outside the box

Peer risk, fee constraints, and overall career risk are all factors weighing heavily on the minds of individuals on investment teams at super funds, the former WA Super CIO said.
Policy and regulations
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Policy and Regulation

Performance ‘argie-bargie’ not helping industry’s cause: Rowell

APRA will have “significant input” into the government’s proposed YFYS performance test which is not yet set in stone, APRA's Helen Rowell noted, before expressing frustration with industry interactions relating to performance measurement.
Policy and Regulation

AustralianSuper calls out retail fund dividend payments

The government's proposed treatment of dividend payments by retail funds as "out of scope of the best-financial interests test" doesn't reflect the policy intent of the measure or members’ best financial interests in any sense, an AustralianSuper policy submission has noted.
Policy and Regulation

How the performance test could be tougher

The proposed performance benchmark understates performance when it comes to adjustments for withholding tax and benchmarking credit exposure with traditional fixed income indices, meaning that relative performance is overstated, David Bell writes.
Governance
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Governance

Aussie super funds 4th most transparent, new benchmark finds

Across the globe the transparency of disclosure varied greatly, both between countries and between funds across all the factors that were measured. In some instances there are wild variances between the best and worst performers, the new benchmark reflects.
Governance

‘We were never in a liquidity situation’: HostPlus

The $50 billion fund's deputy CIO - brought onto the panel to replace a sick Sam Sicilia - said the fund had enough liquidity amidst the early release scheme to manage "well beyond even the worst scenario we could imagine".
Governance

Innovate to avoid forced mergers: Fairley

Greater transparency brought on by new regulatory requirements will lead to funds quickly realising the writing is on the wall to merge, but time might be running out for some, Togethr and Equipsuper's Andrew Fairley says.
Leadership
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Leadership

Leadership in the trenches with Wayside’s Jon Owen

Like many people charged with the fate of others, imposter syndrome is something Wayside Chapel CEO and pastor Jon Owen deals with regularly. Reaching out, he believes, is the key to getting through it. "Loneliness is the leprosy of the developed world," he says.
Leadership

Chasing scale at Cbus a priority for new CEO

Former Blackrock and Victorian Funds Management Corporation executive Justin Arter says he wants Cbus to sit among the largest funds in Australia.
Leadership

Top podcast interviews from 2020

In its first year, Investment Magazine's Market Narratives podcast series have traversed some of the most pressing issues facing heads of investment teams, asset class specialists, influential consultants and those at the helm of the country's largest superannuation schemes.
Insurance
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Insurance

‘Some merit’ in group insurance review: Hume

The minister expressed support for the productivity commission’s 2018 call for an independent inquiry into the “increasingly unviable” group insurance industry, while her counterpart Stephen Jones put the onus on the industry itself to demonstrate its value.
Insurance

Screws tighten on trustees to justify rising insurance premiums

The recently announced duty to act in members’ best financial interests increases the likelihood that trustees will come under pressure to justify rising insurance premiums, particularly in respect of MySuper members who hold default coverage.
Insurance

AIA Australia’s Mu voices support for stapling reforms

It’s time to take the opportunity to think differently about insurance in superannuation, AIA Australia chief executive Damien Mu has said.
Retirement
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Retirement

Simplicity and confidence key to retirement puzzle: Challenger

Finding better retirement solutions will require more than just ‘age and balance’ metrics, but the industry will need to keep things simple to retain members’ faith and their confidence to spend, according to Challenger’s Aaron Minney.
ArticleRetirement

Moral outrage at super system ‘justified’: Daley

The former Grattan Institute CEO isn’t pulling any punches in his assessment of the “sharp knife” that is our super system. The “20 to 30” billion dollars it costs to run our retirement savings each year may be terrific for people working in the industry, he says, but not for the rest of the country.
Retirement

Pension Loan Scheme provides a comfortable retirement

Most Australians believe they are ineligible but changes to a Government loan scheme may augment retirement income for many, says Rice Warner chief Andrew Boal.

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