Investment Strategy

This time it’s different, members probably can expect continuing good returns: Bracks

The differences between the Covid-lead downturn and the global financial crisis are significant according to Cbus Super chair Steve Bracks, this time we haven’t seen the same depths and there are new unique opportunities, not least in the ESG space.

Stewart HawkinsJuly 23, 2021

Investment Strategy

New infrastructure valuation tools address the risks of inequitable switching

Risk and performance measurement for illiquid assets like infrastructure is a fast-evolving area, as funds balance the long-term nature of these assets with portability and members’ liquidity needs.

Ben HurleyJuly 20, 2021

CIO profiles

Cbus positions itself for more, easier mergers

Cbus super is expanding its investment options to be in line with about 95 per cent of the available options in the market, making the fund’s next merger easier according to CIO Kristian Fok.

Amanda WhiteJuly 16, 2021

CIO profiles

Rest’s Andrew Lill on teambuilding and the things that will define him

Nine months into his tenure as Rest’s inaugural CIO Lill explains his new whole-of-fund investment team structure and outlines the challenges of drifting strategic asset allocation in a YFYS world.

Tahn SharpeJuly 12, 2021

Investment Strategy

Sydney Airport consortium has time to wait for outsized returns

The Sydney Airport approach comes weeks after the government’s game changing Your Future, Your Super reforms and against the backdrop of uncertain defensive fixed income style returns and possible future equity market volatility.

Matthew SmithJuly 7, 2021

CIO profiles

New performance parameters means time for portfolio rethink

New proposed regulations on performance and a unique investment environment have led Christian Super’s CIO, Mark Rider, to reassess risk in the fund’s portfolio.

Stewart HawkinsJune 21, 2021

ESG

Climate the ‘single biggest development’: UniSuper’s Pearce

It’s the opportunities created by the climate change trend that John Pearce is perhaps more keenly focused on than the exclusions, particularly as capital starts to ebb and flow on the back of broader market movements, Matthew Smith writes.

Matthew SmithMay 25, 2021

ESG

Getting to grips with greenwashing

The United States Securities and Exchange Commission has taken up the baton on exposing and punishing greenwashing by Asset Managers. Alex Wise explores how the U.S. regulator is tackling greenwashing and how this might impact superannuation funds in Australia.

Alex WiseMay 19, 2021

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Investment Strategy

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