Subscribe Login

How the changing data centre boom is challenging asset owners

by

Robin Khuda, the billionaire founder and CEO of private equity darling AirTrunk, told the Investment Magazine Fiduciary Investors Symposium that the business of data centres is expanding to include activities such as power generation – which makes them even more challenging to categorise as assets. But investors who aren’t siloed in their thinking are most likely to be able to take full advantage of the opportunities presented by a seemingly insatiable appetite for capital.

Moral hazards abound, but bailout may be best for Shield, First Guardian victims

by

Requests for state intervention for compensation of Shield and First Guardian victims may seem ridiculous, especially given the wealth and power enjoyed by some of the companies embroiled in the scandal. But Australia’s unique superannuation system is no free market, so the private sector alone should not be expected to find the solutions. 

The three investment challenges shaping Australia’s super system

by

Australia’s super system faces three converging investment challenges: deciding when to go active; navigating the growth of “benchmark-anchored” investing; and managing capacity constraints as assets under management balloon. Geoff Warren, research fellow at The Conexus Institute, unpacked the problems at the Fiduciary Investors Symposium.

John Pearce on why key person risk is worth taking

by

UniSuper chief investment officer John Pearce has no problem pulling mandates if a trusted portfolio manager leaves an external manager, arguing that investment edge often rides on top talents. In a wide-ranging chat at the Investment Magazine Fiduciary Investors Symposium, Pearce reflected on more than 16 years leading the fund’s $150 billion portfolio.

Passive investing dominance tested amid record levels of market concentration

by

Passive equity strategies have grown to dominate the investment landscape, but rising concentration risks, benchmark performance tests, and hidden passive costs are prompting asset owners to consider more nuanced approaches. 

Why China vs the US is the main game for investors

by

Despite prevailing pessimism, Stanford University academic Professor Stephen Kotkin has told the Investment Magazine Fiduciary Investors Symposium that the US’ role as a global superpower is a long-term trend asset owners can count on. But one of the most significant issues they must navigate is how the US and China learn to co-exist while pursuing diametrically opposed objectives.

ASIC’s member comms report card welcomed despite heavy criticism

by

The Australian Securities and Investments Commission’s review of how superannuation funds communicate with members on retirement issues has revealed patchy progress and raised multiple issues requiring further attention and action. But funds say the report a useful assessment of progress to date and the specific improvements they can make.

Compulsion on retirement income would lift Australia’s pension system

by

The Mercer CFA Institute Global Pension Index ranks Australia’s pension system seventh-best in the world, with the Netherlands continuing to lead the way. An improvement in Australia’s score over last year was due primarily to better adequacy, driven by an increase in superannuation guarantee contributions. A lack of compulsion on taking income in retirement continues to be a drag.

Asset owners rethink US exposures amidst rising ‘rule-of-law’ risk

by

With more of their investments increasingly subject to “rule-of-law” risk, and even exceptional assets overvalued, the Investment Magazine Fiduciary Investors Symposium has heard that while many asset owners remain bullish about US exceptionalism, they are questioning how much they are willing to pay for it. 

Load More

Subscribe now to

Investment Strategies

The investment intelligence behind Australia’s largest asset owners and their teams

CIO Profiles

In-depth interviews with leaders, experts and visionaries in the institutional investment community

Governance

Updates on the latest industry policy developments and regulation

Operations

The challenges and innovations of custody, technology and operational due diligence

Name
SubT1K
SubRM
Our partners

Subscribe to our podcast

Subscribe

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.

Privacy Policy | Terms of Service | Cookie Policy | AI Editorial Policy