The three main fund ratings agencies have combined to produce a checklist for funds which also shows how each agency differs in the way it weights the various components of a fund’s overall performance.
The checklist (see below) was presented at Fund Executives Association Ltd (FEAL) briefings in Melbourne and Sydney last week. The agencies’ chief executives – Warren Chant of Chant West, Jeff Bresnahan of SuperRatings and Chris Page of Selecting Super (Rainmaker) – described their processes in Sydney on Friday.
don’t, assessment, education, briefings, chief, retirement, accounts, executives, ratings, bresnahan, focused, superratings
Investments
The $80 billion Mercer Super has delivered a fourth consecutive year of double-digit returns to most members of its SmartPath lifecycle product. Global equities did a lot of heavy lifting, but chief investment officer Graeme Miller tells Investment Magazine that the fund is now looking further afield for returns.






Leave a Comment
You must be logged in to post a comment.