Whether new look profit-for-member trustees with balance sheets and new insurance arrangements leads to these funds attracting the same attention for civil penalties and remediation as for-profit funds remains to be seen.
The recently announced duty to act in members’ best financial interests increases the likelihood that trustees will come under pressure to justify rising insurance premiums, particularly in respect of MySuper members who hold default coverage.
After 12 years at Cbus, former CEO David Atkin is focussed on nudging the business world away from short-termism towards the wholistic, long-term investment timeframes of superannuation funds.
The settlement of a recent case brought by a member of Rest Super Fund against the trustee is an important reminder of the importance for long term fiduciary investors to pay attention to climate and other ESG related risks to investments.
In episode 69, Alex Proimos speaks with Barnaby Wiener, portfolio manager, head of sustainability and stewardship at MFS.
In episode 68, Alex Proimos speaks with Mo Khan, vice president, senior quantitative research analyst at Causeway Capital Management.
In episode 67, Alex Proimos speaks with Paul Fraynt, head of risk premia at K2 Advisors, a Franklin Templeton Company.
Investment bonds provide a range of investment strategies in a simple tax-effective package, and are increasingly becoming part of every adviser’s consideration set. Whilst individual needs should be considered, the potential taxation concessions and estate planning benefits mean that investment bonds can be a very important tool for advisers and their clients. Investment bonds – … Read more
Traditional fixed income sleeves will take an entirely different shape in the post-pandemic era, with the allocation of negative bond yields and cash investments hard to justify in portfolios according to Sunsuper head of asset allocation Andrew Fisher.
The Melbourne Business School dean and RBA board member retains faith in the checks and balances in the system while pointing out that now is the time for people with serious ability to be attracted to our public service institutions.
Former ipac securities chief investment officer Jeff Rogers (pictured) has been recognised for his services to the Certified Investment Management Analyst certification with a life membership to the CIMA Society of Australia in late November.
When Covid-19 hit, Arndt was considering whether to apply for the CEO role vacated by David Neal. In the blink of an eye, none of that mattered. Since taking the job, he’s come to realise the market crisis was just the front end of a massive wave of change.
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.
