Alexandre Kateb | Multipolarity, clashes of geopolitics and avoiding the blind spots
In episode 81, Alex Proimos speaks with Alexandre Kateb, founder and chairman of The Multipolarity Report.
Innovate to avoid forced mergers: Fairley
Greater transparency brought on by new regulatory requirements will lead to funds quickly realising the writing is on the wall to merge, but time might be running out for some, Togethr and Equipsuper’s Andrew Fairley says.
Super statements ready for a shake up
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
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=””]
Ross Barry on owning outcomes and the new performance paradigm
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.
‘Some merit’ in group insurance review: Hume
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.
Performance ‘argie-bargie’ not helping industry’s cause: Rowell
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.
Hume keeps door open on super contributions freeze
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”.
Winston Ma | Superpowers, emerging digital wars and the hunt for unicorns
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.
Magnus Grimeland | Grit, creating a global unfair advantage and seeking moonshots in venture capital
In episode 79, Alex Proimos speaks with Magnus Grimeland, chief executive officer and founder at Antler.
AustralianSuper calls out retail fund dividend payments
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.
How the performance test could be tougher
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.
