Statewide’s Michalakis on staying ahead of the performance test
Having strong performance relative to the listed benchmark portfolio will be important for funds as the government’s new test begins, Con Michalakis says.
Visibility risk: Brand and marketing oversight to bite
Funds will need to think carefully about marketing and branding activities in light of the government’s proposed best financial interest amendments which bans the use of member money for branding while adding oversight to marketing spending.
UNSW Sandbox Program highlights challenges of providing quality, scalable guidance
UNSW students have highlighted the tension between tailoring information to be more relevant with the desire for such information to be accessible at a low cost as part of a ‘sandbox challenge’ that has yielded some illuminating results.
Nathan Sheets | Shades of a macroeconomic recovery, kabuki theatre and may we live in interesting times
In episode 78, Alex Proimos speaks with chief global macroeconomic research at PGIM Fixed Income.
Lincoln Smith | The Return of SPACs, war chests and the IPO alternative
In episode 77, Alex Proimos speaks with Lincoln Smith, senior portfolio analyst and partner at Albourne.
Steven Gendal | Opportunistic credit, a glass half empty and the other side of the virus
In episode 76, Alex Proimos speaks with Steven Gendal, senior portfolio manager and head of distressed credit at CIFC.
Scott Treloar | Democratised portfolio management, record labels and industrialising the process of excess returns
In episode 75, Alex Proimos speaks with Scott Treloar, chief investment officer at Noviscient.
Helena Fung | The confluence of ethos and dialogue, stewardship and risk mitigation
In episode 74, Alex Proimos speaks with Helena Fung, head of sustainable investment, APAC at FTSE Russell.
Hans Nordby | US real estate, accelerated migration trends and the hockey stick
In episode 73, Alex Proimos speaks with Hans Nordby, head of research and analytics at Lionstone Investments.
Martyn Myer and Alexis Cheang | Responsible investment, market efficiency and ESG alpha
In episode 72, Alex Proimos speaks with Martyn Myer, the immediate past president, of The Myer Foundation and Alexis Cheang, partner and head of responsible investment of the Pacific region at Mercer.
Christopher Greenwald | Defining sustainability, mobilising capital and the value of collaboration in a low carbon world
In episode 71, Alex Proimos speaks with Christopher Greenwald, head of sustainable investment research & stewardship at UBS Asset Management.
Darren Wills | Strategic tilts, implementation vehicles and fixed income portfolio management
In episode 70, Alex Proimos speaks with Darren Wills, managing director, APAC head of fixed income iShares and institutional index at Blackrock.
