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Mergers in the super industry are likely to continue unabated amid regulatory changes and demographic shifts according to Aware’s executive consultant, corporate development, Michael Dundon.
Stewart HawkinsSeptember 17, 2021
The latest
Portfolio & risk management
Investing in a YFYS world (it’s rosier than you think)
Many funds will find there will exist a surprising degree of portfolio flexibility in a post YFYS world, according to new research.
David BellSeptember 8, 2021
Governance
In consideration of fund reserves: Noel Davis
It can be well argued that diverting investment earnings is so patently unfair to the departing member that it breaches the trust law and legislative obligations to act fairly towards members and exposes trustees to a claim by affected members for compensation, Noel Davis writes.
Noel DavisSeptember 6, 2021
Leadership & profiles
Seeking even more mergers: Aware’s Cochrane
Aware super is looking to join up with more funds even as it completes current merger logistics with VISSF, according to chair Neil Cochrane.
Stewart HawkinsSeptember 3, 2021
26 October, 2021
Equities Summit Digital
6 - 8 December, 2021
Fiduciary Investors Symposium
Leadership
Leadership & profiles
Look to causes not the symptoms for super’s gender gap: Vision’s Darmanin
Vision Super’s recently appointed first female chair, Lisa Darmanin, says the reasons women lag men in the size of their retirement nest eggs has more to do with broad systemic issues than it does necessarily with the superannuation system itself.
Stewart HawkinsAugust 25, 2021
Profiles
Cbus positions itself for more, easier mergers: Kristian Fok
Cbus super is expanding its investment options to be in line with about 95 per cent of the available options in the market, making the fund’s next merger easier according to CIO Kristian Fok.
Amanda WhiteJuly 16, 2021
Profiles
Inside Aware’s next five-year investment strategy plan
Aware engaged consulting firm McKinsey to conduct a process which included discussions and comparisons with pension and sovereign funds around the world as part of constructing its five-year strategy which it delivered to its board in March.
Matthew SmithMay 18, 2021
Member engagement
Insurance
Funds likely to move ahead of occupational exclusions review
Funds have already begun to start removing or making plans to start removing occupational exclusions in advance of a review flagged by Treasury in its latest YFYS regs reveal.
Matthew SmithAugust 16, 2021
Governance
‘Profit-for-member’ could become a PR term as retail and industry models converge
Regulations leading to greater trustee accountability will drive some convergence between the business models of industry and retail superannuation funds, experts say.
Ben HurleyAugust 20, 2021
Governance
ACSI singled out in Fed proxy advice crackdown: Louise Davidson
The six-plus page Treasury consultation paper is clearly aimed at ACSI which is the only proxy organisation that is a membership organisation whose members are super funds, Davidson highlights.
Stewart HawkinsMay 10, 2021
Industry and regulation
Industry & regulation
Organic growth, investment overlays off the table: Mine’s Nair
The performance test environment will focus smaller and medium sized funds on existing member outcomes over organic growth strategies, making merger discussions even more prevalent in this category, Vasyl Nair predicts.
Matthew SmithSeptember 1, 2021
Investments
Illiquid asset allocations need to be informed by inflows
Allocation to illiquid assets by a super fund needs to be informed by the fund’s net-inflow characteristics, not just present inflows, but prospective inflows, new research shows.
David BellAugust 30, 2021
ESG
Smart ESG investing means engaging not divesting: Mercer’s Willment
Responsible investing is not about divesting companies with poor ESG ratings according to Mercer’s Kylie Willment, it’s about engaging for change and intervening by using shareholder votes if necessary.
Stewart HawkinsAugust 5, 2021