Managed equity funds have seen the worst quarter in five years, with outflows across all fund types totalling a net $2.80 billion in Q2, according to the latest Fund Flow Index from global funds network Calastone. Australian investors have fled the funds for the perceived safety of fixed income and cash, Calastone concluded Q2 marked … Read more
In one of his first interviews since announcing his retirement after 15 years in the role, Qantas CEO Alan Joyce credited superannuation investors with helping the airline make progress towards its ESG commitments. He also urged listed companies and their investors not to shy away from supporting social causes such as marriage equality and the Indigenous Voice to Parliament.
State Street Corporation has appointed executive vice president Jessica Donohue as head of global investment insights, sustainability, and impact; replacing Rick Lacaille, who announced his retirement earlier this year. In this role, Donohue will oversee State Street’s sustainability efforts and bring together investment insights and solutions to deepen the consultancy’s relationships. Donohue has held a … Read more
Profit-to-member super fund Rest has appointed Willis Towers Watson as an asset consultant to its board and the board’s investment committee. The appointment follows a competitive tender process that began in October 2022, and will improve independent advice within Rest’s investment governance framework. JANA Investment Advisers will continue as the asset consultant to Rest’s investments … Read more
Speaking during a week-long visit to Australia, Dan Kemp, Morningstar’s London-based global chief investment officer, says the biggest challenge most investors face is behavioural because they try to predict the future course of events by relying on a single theme or narrative.
Greater access to information from companies and associations on geospatial analysis combined with the acceleration and exponential destruction of the ecosystem has prompted biodiversity to becoming a hot topic in making investment decisions. Conexus Financial managing editor Julia Newbould talks to Newton Investment Management global head of sustainable investment Therese Niklasson. Participant: • Therese Niklasson, … Read more
AZ Next Generation Advisory has appointed Andrew Symes as general counsel and company secretary, and Yasemin Onat as head of mergers and acquisitions. Symes will head AZ NGA’s legal, risk, and corporate governance function. He previously held the same role at Yellow Brick Road. His career has spanned advice, lending, broking, and wealth management, also … Read more
The Financial Advice Association has appointed Ben Rutherford as marketing and communications manager. Rutherford will be responsible for FAAA marketing and communications activity and promoting awareness and understanding of the value of financial advice amongst consumers and adjacent professions. He will also build awareness of the Certified Financial Planner designation among the financial planning community … Read more
The $85 billion fund has turned around its investment performance in the past financial year, and new CIO Brett Chatfield says despite property market weakness it still sees good opportunities both domestically and offshore.
The median balanced option returned 1.2 per cent in June, bringing the annual return to 8.5 per cent for the year to 30 June 2023, according to research house SuperRatings.
Just one in two superannuation trustees have modernised their group insurance claims handling processes, actuary Ian Fryer of Chant West estimates. The lag puts them at risk of falling short of the Albanese government and corporate regulator’s expectations on member engagement.
Australians aged under 35 years old are more “unrealistic and confused” about their retirement future than older generations, according to research from Aware Super.
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