There’s much more to governance of unlisted assets than valuation

Funds have been directed to improve their governance around unlisted assets. While valuation governance has been a focal point, the implications for portfolios also need attention, and specific scenario analysis is strongly recommended.

How to truly help decarbonise the economy (not just your portfolio)

As asset owners attempt to meet their net zero commitments, many have eliminated or reduced exposure to high-emitting assets. But global consensus is arguably moving behind managed phaseouts and other strategies to support real decarbonisation, not just honouring individual pledges.

Super at the epicentre of advice for Australians

At the Conexus Retirement Conference in August this year, APRA deputy chair Margaret Cole outlined the need for super funds to prioritise retirement as much as accumulation by pointing out that a further three million fund members will become eligible to draw from their super in the next 10 years.

How to get the most out of external manager relationships

Even when a fund internalises the bulk of its assets, it pays to put a lot of effort into establishing and maintaining true partnerships with specialist managers, according to Canadian pension fund CDPQ. The Quebec-based fund’s head of partnerships, Mario Therrien, explains how “creative tension” between internal and external investment managers can unlock great value for portfolios.