Uncorrelated assets provide portfolio diversification
When asset classes fall in sync, as bonds and equities did in 2008 and 2020, investors seek new uncorrelated assets to truly diversify their portfolios, say fund managers.
EP15: APRA’s MySuper performance test a surface-level success
Kim Bowater, director of consulting at Frontier Advisors, and Ian Fryer, general manager at Chant West, talk to Julia Newbould, managing editor, Conexus Financial about the performance test outcomes. Second year results were recently released which provided few surprises – five products failed to meet the benchmark this year, including four that failed for the second time. A further five products that failed last time passed this year and while APRA has said this shows funds are doing better than last year, it’s not the full story. Treasury is now asking for submissions on the Your Future Your Super performance test. So now is a good time for our experts to look at its effectiveness and the way forward.
ASFI: Mobilising capital for a more sustainable Australia
The Australian Sustainable Finance Institute is developing a sustainable finance taxonomy. Central to its mission is to realign the financial services sector to create a more sustainable and resilient financial system.
Making the investment case for cryptocurrencies
While cryptocurrencies and other digital assets are a fast-growing segment in financial markets, there is still a lot of scepticism and mistrust among asset owners around its viability as an investment proposition.
HESTA urges portfolio companies to deliver plan on key ESG risks
HESTA has engaged with senior executives of ASX300 companies on how they are managing key ESG risks, highlighting growing investor concern around the impact of these risks on businesses.
Reconstructing alternatives at TCorp
Australia’s second largest allocator to alternatives, TCorp has successfully merged three underlying investment clients into a $105 billion total portfolio investment model with a strong focus on clients’ objectives, according to chief investment officer Stewart Brentnall.
QAR proposals put more responsibility on trustees
The changes proposed by the Quality of Advice Review (QAR) are aimed at providing funds with more clarity on what they can advise their members on but also increasing responsibility on trustees.
Building better retirement solutions in a post-covenant world
With the Retirement Income Covenant in effect, super funds continue to evolve their retirement income strategies and products as well as develop tools to educate and engage members.
Asset diversification vital as inflation drives volatility
Investors need a diversified asset portfolios in volatile global markets as central banks continue to tighten monetary policy to quell inflation.
Aware Super steps up inhouse investment strategy: Damian Graham CIO
The $150 billion Aware Super is planning to step up its process of bringing more of its investments in house according to chief investment officer Damian Graham.
Insto investors drive private credit growth in Australia
Portfolio diversification and interest rate hedging is driving growth in the private credit by institutional investors, including super funds.
Finding returns in volatile markets
Alternative risk premia strategies may be part of the answer for asset owners looking for return in volatile markets according to experts.
