Sarah Jones, Author at Investment Magazine

Investment Strategy

One third of funds may fall foul of APRA heatmaps

A “significant number " of Australian super funds have failed a Chant West performance test ahead of the prudential regulator’s much anticipated results of an appraisal system that weed out the bad performers.

Sarah JonesNovember 25, 2019

Fiduciary Investors Symposium

Future Fund to sell off ‘large slice’ of private equity

Australia’s sovereign wealth fund is in the midst of selling off some of its private equity assets on the secondary market as it looks to free up more capital in the event of a drawdown.

Sarah JonesNovember 21, 2019

Industry View

David Bell to head new Australian retirement think-tank

The ex-Mine Super CIO has been appointed executive director of the Conexus Institute, a new think-tank that aims to disrupt, influence and become a catalyst for change in the Australian retirement sector.

Sarah JonesNovember 18, 2019

Investment Strategy

Equity bulls return as recession fears fade

Fund managers around the world are worried about missing out on the next leg higher in the bull market and have slashed cash holdings to buy more stocks, a survey shows.

Sarah JonesNovember 13, 2019

ESG

LUCRF Super to keep pressure on Coles

The $6.5 billion industry fund wants asset owners to keep up the pressure on the supermarket giant so they do more to address modern slavery risks in their fresh food supply chains.

Sarah JonesNovember 12, 2019

Investment Strategy

QSuper tie-up heralds more deals in 2020

Next year is shaping up to be a busy one for mergers in the superannuation industry. QSuper’s potential tie-up with Sunsuper to create a $180 billion fund is said to be just one of a number of deals that will be announced in the next 12 months.

Sarah JonesNovember 6, 2019

Equities Summit

Mercer weighs smart beta allocation

The advisory firm's new head of portfolio management is weighing whether to allocate money to cheaper systematic strategies away from active funds.

Sarah JonesNovember 4, 2019

Equities Summit

Super fund mergers may bring money in-house

As the consolidation of Australia's superannuation industry accelerates and assets balloon, an increasing number of funds may look to internalise their investment capabilities.

Sarah JonesNovember 1, 2019

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