Ibbotson hired by Sunsuper for investment advice

Ibbotson Associates Australia will provide investment advice on dynamic asset allocation to the $18 billion superannuation fund Sunsuper.

The unit of Morningstar Inc. will analyse and provide advice to Sunsuper based on valuation, fundamentals and sentiment with a three- to five-year time horizon, says Daniel Needham, managing director and chief investment officer at Ibbotson in Australia.

“Specialised and niche services are important to institutional investors going forward,” says Needham. “We’re talking to a number of people.”

In Australia Ibbotson advises on $28 billion.

, , , , , , , , , , ,

Leave a Comment

The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

Sort content by