It’s time trustees began exploring alternatives to paper-based or PDF statements and start converging static information with interactive functionality and personal advice in a customised app to give members an incentive to engage.
Dr John Fraser on collaboration through a crisis [vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Dr%20John%20Fraser%22%2C%22job_role%22%3A%22Professor%2C%20The%20University%20of%20Queensland%22%2C%22content%22%3A%22%22%2C%22image%22%3A%2262848%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fprofessor-john-fraser-3636028a%2F%3ForiginalSubdomain%3Dau%22%7D%5D” title=”Speaker” el_class=””][vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Colin%20Tate%20AM%22%2C%22job_role%22%3A%22Chief%20executive%2C%20Conexus%20Financial%22%2C%22content%22%3A%22Tate%20has%20been%20an%20investment%20industry%20media%20publisher%20and%20conference%20producer%20since%201996.%20In%20his%20media%20career%2C%20Tate%20has%20launched%20and%20overseen%20dozens%20of%20print%20and%20electronic%20publications.%20He%20is%20the%20chief%20executive%20and%20major%20shareholder%20of%20Conexus%20Financial%2C%20which%20was%20established%20in%202005%2C%20and%20is%20headquartered%20in%20Sydney%2C%20Australia.%20%5Cn%5CnThe%20company%20hosts%20more%20than%2020%20conferences%20and%20events%20globally%20each%20year%20and%20publishes%20three%20digital%20publications%2C%20including%20the%20global%20website%20and%20strategy%20newsletter%20for%20global%20institutional%20investors%E2%80%AFTop1000Funds.com%2C%20Professional%20Planner%20for%20financial%20planners%2C%20accountants%20and%20private%20bankers%20in%20Australia%20and%20Investment%20Magazine%20for%20Australian%20superfunds%20and%20institutional%20investors.%20One%20of%20the%20company%E2%80%99s%20signature%20events%20is%20the%20bi-annual%20Fiduciary%20Investors%20Symposium%20attended%20by%20global%20asset%20owners%20and%20hosted%20in%20the%20Americas%20and%20Europe.%20%5Cn%5CnConexus%20Financial%E2%80%99s%20events%20aim%20to%20place%20the%20responsibilities%20of%20investors%20in%20wider%20societal%20and%20political%20contexts%2C%20as%20well%20as%20promote%20the%20long-term%20stability%20of%20markets%20and%20sustainable%20retirement%20incomes.%20%5Cn%5CnTate%20served%20for%20seven%20years%20on%20the%20board%20of%20Australia%E2%80%99s%20most%20high%20profile%20homeless%20charity%2C%20The%20Wayside%20Chapel%3B%20and%20he%20has%20underwritten%20the%20welfare%20of%2060%2C000%20people%20in%2028%20villages%20throughout%20Uganda%20via%20The%20Hunger%20Project.%20In%202021%20was%20appointed%20as%20a%20Member%20(AM)%20of%20the%20Order%20of%20Australia%20(General%20Division)%20for%20significant%20service%20to%20the%20community%20through%20charitable%20initiatives.%20%22%2C%22image%22%3A%2260053%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcolin-tate-839a5a181%2F%22%7D%5D” title=”Moderator” el_class=””]
The MTAA (soon to be Spirit Super) CIO’s experience at First State Super managing a strategic partnership with asset manager HSBC brought a sharper focus on outcomes and how funds work with partners, Matthew Smith writes.
The minister expressed support for the productivity commission’s 2018 call for an independent inquiry into the “increasingly unviable” group insurance industry, while her counterpart Stephen Jones put the onus on the industry itself to demonstrate its value.
APRA will have “significant input” into the government’s proposed YFYS performance test which is not yet set in stone, APRA’s Helen Rowell noted, before expressing frustration with industry interactions relating to performance measurement.
The minister reiterated the government’s plan to make a call on the SG rise closer to July 1 when the “trade off” with wage growth is clearer, while shadow minister Stephen Jones said the current level “just won’t get us there”.
In episode 80, Alex Proimos speaks with Winston Ma, investor, attorney, adjunct professor in the global digital economy, and author of The Hunt for Unicorns: How Sovereign Funds Are Reshaping Investment in the Digital Economy.
In episode 79, Alex Proimos speaks with Magnus Grimeland, chief executive officer and founder at Antler.
The government’s proposed treatment of dividend payments by retail funds as “out of scope of the best-financial interests test” doesn’t reflect the policy intent of the measure or members’ best financial interests in any sense, an AustralianSuper policy submission has noted.
The proposed performance benchmark understates performance when it comes to adjustments for withholding tax and benchmarking credit exposure with traditional fixed income indices, meaning that relative performance is overstated, David Bell writes.
The stage is set for a greater focus on climate this year, particularly in light of the election of US President Joe Biden and the control of the US Senate falling with the Democratic party, Australian Ethical’s David Macri says.
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