The pathway forward for super funds in a Your Future Your Super world is challenging. New research from the Conexus Institute suggests previous analysis may have been a little too positive.
Australia is on par with parts of Europe which are leading the world in ESG integration, but generic ESG scoring has the potential to undermine the quality of outcomes.
More than a decade of falling interest rates has led to yield convergence and asset values being driven up. Mercer President, Pacific Region and CEO Australia David Bryant warns super funds need to be cautious about what happens next.
‘We’ve come into it from a different perspective,’ Hostplus’ David Elia says of Hostplus’ outsourced investment model in contrast to AustralianSuper’s continuing push to insource despite the former fund’s acceleration into mega-fund territory.
For superannuation CIOs, agility will be their strength in years to come according to Alexander Hughes’ partner Michael Swinsburg.
Research showed that in the last reporting season, CEO bonuses in the ASX100 fell to the lowest level in 10 years, demonstrating the value of the engagement between Australian investors and company boards, according to ACSI CEO Louise Davidson.
It’s the total portfolio approach that enables the Future Fund to use absolute return strategies to achieve goals rather than fill a bucket, the Future Fund’s deputy chief investment officer explains.
Confused concepts and political ideology risk tainting Liberal MP Tim Wilson’s parliamentary inquiry into stock market ownership concentration by superannuation funds, industry figures suggest.
In a world of ultra-low bond yields, a decades-long equity rally which is unlikely to continue and with inflation looming, diversification is more important than ever but has never been more difficult to achieve.
As the mould for defensive strategies has been broken apart, thinking about portfolio construction implications has required the formulation of different pathways to managing risk and outcomes including market timing strategies, three experts describe.
The Your Future, Your Super performance test is inhibiting the use of alternative investments and will continue to do so as long as it poses an elevated risk to superannuation funds, but a panel of experts believe the industry is too smart and too creative not to readjust and find a way for the asset class to be included in portfolios.
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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
