Stronger Super

Scathing in his assessment of the representative trustee model is Ian Field, a former chair of the MTAA Super fund, who believes only directors with investment experience should be allowed on boards, particulalry where major direct deals are concerned.

 

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Aware Super hunts hidden AI exposures as concentration concern grows

The $205 billion Aware Super says that around 15 per cent of assets in its high-growth option are exposed to the AI thematic, but says that finding the portfolio's true concentration will require looking beyond simple dollar aggregation. Head of investment strategy Michael Winchester unpacks the approach and why the fund has to be “really discerning” with where it allocates to in the future.

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