Even in cases where remediation programs have begun or actions have been taken and where remediation is possible, regulators and government remain unclear about how trustees can direct funds to pay without impacting member balances, a House or Reps committee has heard.
This session examined the internalisation of equities in super funds, looking at the resources, technology and talent required as well as the governance and processes that enable best practice. Speakers: Brett Chatfield, Deputy chief investment officer, Cbus Justin Pascoe, Head of equities, AustralianSuper Moderator: Amanda White, Director of institutional content, Conexus Financial Poll results:[vc_line_chart x_values=”” … Read more
In this session Canada-based consultant CEM Benchmarking examined the use of internal and external funds management by pension funds around the world, highlighting the associated impact on costs, performance and resources. Speaker: Mike Heale, principal, CEM Benchmarking Moderator: Amanda White, director of institutional content, Conexus Financial
This session looked at the persistent global macroeconomic themes driving markets over the long term. It examined how themes like technology, climate change, healthcare, inflation and geopolitics are impacting global equity markets and how a deep understanding of these in equities markets can drive insights across the total portfolio. Speakers: Rika Naito, Portfolio manager, Nomura … Read more
The evolution of the market structure provides an opportunity for a highly active, high-conviction, benchmark-agnostic approach to investment decision-making. But where does the alpha reside today? Speakers: Miguel Oleaga, Portfolio manager, Thornburg Investment Management Steven Semczyszyn, General manager – growth assets, HESTA Chris Wallis, Chief executive, chief investment officer, Vaughan Nelson Investment Management Moderator: Colin … Read more
This session looked at the implications of the performance test on the way super funds invest in equities. With the heavy consequences attached to performance test failure, there is a large risk that funds allow the performance test to dominate how they manage portfolios, potentially to the detriment of member outcomes. This session looked at … Read more
China’s growth an evolution as an economic super power is a critical long-term issue for institutional investors. This session examined the risks and opportunities in the Chinese equities markets and how investors can best gain access. Speakers: Matthew Kempton, Deputy chief investment officer and director, equities, Funds SA Kevin Yeoh, Equity research analyst, MFS Wenli … Read more
The reflation trade, reopening narrative and the weak US dollar have led investors to be enamoured with emerging markets again. While emerging markets have benefited from the reverberations of the pandemic, where do future opportunities and vulnerabilities lie? Speakers: Daniel J. Graña, Portfolio manager, emerging market equity, Janus Henderson Sara Moreno, Emerging markets equity portfolio … Read more
APRA reporting requirements will only heighten the challenge for funds of understanding, mapping and tagging increasing amounts of data, and directing it towards various insights and reporting standards, experts have highlighted.
The data science that has been introduced into the due diligence process in the last year enables a large number of managers quickly and efficiently identify their investment skills in a way that that really wasn’t possible say several years ago, according to Inalytics’s Rick Di Mascio.
Organisations might begin by seeking an operational and portfolio data solution that’s fit-for-purpose but end up establishing their own data management platforms to gain data independence from their custodian, a panel has discussed.
Organisations need to make sure data owners are equipped and empowered with tools and business processes to avoid disconnect between the governance function and the ability of data owners to actually adhere to their standards, experts have said.
The investment intelligence behind Australia’s largest asset owners and their teams
In-depth interviews with leaders, experts and visionaries in the institutional investment community
Updates on the latest industry policy developments and regulation
The challenges and innovations of custody, technology and operational due diligence
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.
