Damian Graham | ESG risk management, financial materiality and becoming Aware Super
In Episode 47, Alex Proimos speaks with Damian Graham, chief investment officer at First State Super.
In Episode 47, Alex Proimos speaks with Damian Graham, chief investment officer at First State Super.
A proposal, released on Thursday for industry consultation, suggests a scoring system to help map unlisted assets to appropriate growth/defensive scores as part of its plan to create asset category standardisation.
The former Grattan Institute CEO isn’t pulling any punches in his assessment of the “sharp knife” that is our super system. The “20 to 30” billion dollars it costs to run our retirement savings each year may be terrific for people working in the industry, he says, but not for the rest of the country.
Large family offices are trending towards private equity for diversification, access to what they perceive as value investments and an underlying passion for off-market deals that UBS says is “in their blood”.
In Episode 46, Alex Proimos speaks with John Pearce, chief investment officer at UniSuper.
Funds will be watching closely recent deals that consolidate back office and investment operations but preserve brand and team identities as more shared service tie-ups get aired with boards.
In Episode 45, Alex Proimos speaks with John Daley, former chief executive, and now a senior fellow of the Grattan Institute.
We speak to Prof Rob Hyndman about the ideas around forecasting, COVID19, and why causality doesn’t matter as much as it should.
We speak to Prof Rob Hyndman about the ideas around forecasting, COVID19, and why causality doesn’t matter as much as it should.
The message from Senator Jane Hume is clear: micro-reforms will be ever-constant. Funds need to be set-up to integrate micro-reform and maintain the ability to innovate. Funds which can’t keep pace will have to merge, which also fits with policy objectives – David Bell writes.
The Liberal Senator said people using their super to pay for essentials during the pandemic is an appropriate use of their money, even if that does make the industry ‘uncomfortable’.
In Episode 44, Alex Proimos speaks with Dr Ben McCaw, senior portfolio manager, capital markets research at MLC Asset Management