Featured content
Get ready for greater investment uncertainty as inflation and rates rise, warns NSW Treasury Corporation's CIO, Stewart Brentnall, and prepare for a range of scenarios possibly including a “biting recession” in Australia.
Glenda KorporaalApril 22, 2022
The latest
Fixed income
Volatility more important than correlation when looking at bonds
The low yield environment of recent years had put a focus on the positive correlation between bonds and equities according to Laura Ryan, head of research at fixed income investment boutique, Ardea Investment.
Ben HurleyApril 13, 2022
Fixed income
Debt holders start driving change to net zero
Private credit has a unique opportunity to add to the battle against climate change and it has the potential to be more effective than the market may currently be aware, according to Blackstone Credit’s sustainable resources global head Robert Horn.
Meredith BoothApril 13, 2022
Fixed income
Too early to move to overweight in fixed-income allocations
AustralianSuper’s Katie Dean questioned what effect US Federal Reserve moves were likely to have on inflation and the timing of when to shift back into fixed income.
Meredith BoothApril 13, 2022
20 - 22 June, 2022
Fiduciary Investors Symposium
17 August, 2022
Retirement Conference
Leadership
Leadership & profiles
Scale opportunities are great but beware risk for counterparties
CIO for the prosaically-named Australian Retirement Trust, Ian Patrick, certainly champions the benefits of scale, particularly as he has his eye on lifting his fund's weighting in unlisted entities, but he warned about becoming too great a business risk for counterparties, writes Andrew Main.
Andrew MainApril 4, 2022
Super CEO Profile Series
‘Always talking’: Cbus’ Arter on mergers and plans to build a $150 billion mega-fund
Mid-sized construction industry super fund Cbus has plans to join the ranks of the mega funds with more mergers on the cards according to CEO, Justin Arter.
Glenda KorporaalMarch 5, 2022
Super CEO Profile Series
Big enough to be effective but planning serious expansion: Equip’s Cameron
While he sees his fund as already large enough to deliver well for members, Equip Super’s CEO Scott Cameron has ambitions to scale up to $50 billion and take membership to 300,000.
John DurieJanuary 12, 2022
Member engagement
Member engagement
Funds must cater to women who drive most super decisions: CoreData
Super funds are missing an opportunity to attract women to their products, especially given women make or are involved in the majority of financial decisions in households according to CoreData group chief executive officer Andrew Inwood.
Meredith BoothApril 13, 2022
Opinion
Bigger portfolios means greater governance risk and complexity: Frontier’s Lazarides
Asset owners should be aware of the risks involved in growing their portfolios to ensure economies of scale are realised according to Frontier's head of investment governance Brett Lazarides.
Brett LazaridesJanuary 12, 2022
Financial Advice
Performance test failure will flow through to advice recommendations
Ignoring repeated test failure could be the beginnings of a liability case for advisers recommending APRA-regulated funds, legal and compliance experts have flagged.
Tahn SharpeAugust 11, 2021
Industry and regulation
ESG
‘Political hits’ hampering ESG progress
The man who might be the next superannuation minister wants to move past the super and climate wars and bring responsible investing front and centre. However, the member for Whitlam, one of the most carbon-intensive electorates in the country, is aware the transition needs nuance to prevent communities being left behind.
Chris DastoorApril 11, 2022
ESG
Pressure builds for mandatory ESG reporting
Despite the ESG reporting regime currently being voluntary in Australia, it is clear that mandatory reporting requirements are on the horizon with pressure coming from a number of domestic areas as well as leads from overseas, Glenda Korporaal writes.
Glenda KorporaalMarch 30, 2022
Investments
In-house alternative teams risk being “dumb money at the table”: Mercer’s Nuzum
APRA's MySuper performance test is world leading but may be counterintuitive to rewarding alternative investments and disruption according to Mercer’s president, investments and retirement, Rich Nuzum.
Meredith BoothMarch 5, 2022