“The important thing is to educate and really manage clients’ expectations around alternative investments,” Rogers says. “We’ll be saying to clients, ‘if you’re going to sack us in a year’s time on the performance of that 15 per cent, we need to have another conversation‘. The beauty of unbundling the alternatives pieces the way we have is that it allows you to have that conversation in the first place.”
1 May 2008 00:00
clients, rogers, different, alternative, allocation, liquidity, bucket, unlisted, alternatives;, markets;
Profiles
Ian Patrick, chief investment officer of the $370 billion Australian Retirement Trust, says that integrated balance sheet management will “beyond a shadow of a doubt” become a more prominent feature in the superannuation industry as funds grapple with the compounding effects of their growing size, systemic importance and the liquidity needs of servicing a larger cohort of retirees.
Leave a Comment
You must be logged in to post a comment.