‘Meet members where they are right now’ to avoid retirement advice inertia 

Research by the $37 billion profit-to-member fund Equip Super reveals the cohort of Australians least well prepared for retirement is those who are getting closest to it. Equip’s chief experience officer Carrie Norman tells Retirement Magazine that super funds need to design programs that feel timely and relevant to members to bridge the gap between knowing they need advice and actually seeking it.

‘Crazy’ to bet against US, AI momentum: CFS Super CEO

While the US is becoming an increasingly chaotic force in geopolitics, and valuations around its technology companies are called into question, CFS Super chief executive Kelly Power said investors going against these forces would be fighting a losing battle. Listen to her conversation with Conexus Financial founder and managing director Colin Tate on the sidelines of the historic Australian Superannuation Investment Summit last week.

Aware backs tougher law to ensure company action against modern slavery

Aware Super has backed the call for a legislative change that will introduce mandatory human rights due diligence for large Australian companies, as head of responsible investment Liza McDonald said it’s a “reasonable request” which will help asset owners understand and manage the governance risks in their portfolios.

AustralianSuper’s call for leverage is bold but unnecessary

AustralianSuper’s chief liquidity officer Chandu Bhindi has publicly proposed the idea of allowing some super funds to directly use leverage, enabling them to better manage liquidity requirements in crisis situations rather than being forced to sell assets at stressed prices. While the idea has some merits, overall it is not necessary and could increase system risk.

Super funds at the forefront of Australian soft diplomacy

With super fund assets tipped to reach as much as $7 trillion by 2030, they’re now undoubtedly an integral component of Australian soft diplomacy. But the Investment Magazine Chair Forum heard that funds must remain first and foremost fiduciaries for their members, and they’re not there to pass political judgements on nations or individuals.

Rest CIO Michael Clancy at the Australian Superannuation Investment Summit 

Colin Tate AM, founder and managing director of Conexus Financial, publisher of Investment Magazine, speaks to Michael Clancy, chief investment officer of Rest Super, on the sidelines of the Australian Superannuation Investment Summit in Washington, DC. They discussed AI, geopolitics and the importance of in-person learning experiences for fiduciaries in an increasingly digital world.  Upcoming … Read more

AMP CIO Anna Shelley at the Australian Superannuation Investment Summit 

Colin Tate AM, founder and managing director of Conexus Financial, publisher of Investment Magazine, speaks to Anna Shelley, chief investment officer of AMP Super, on the sidelines of the Australian Superannuation Investment Summit in Washington, DC. They discussed AI, geopolitics and the importance of in-person learning experiences for fiduciaries in an increasingly digital world. Upcoming … Read more

Super sector’s ‘ringside seats’ to Trump, AI new world order

The first two days of the historic Australian Superannuation Investment Summit in the US have given super sector leaders unique insights into the seismic geopolitical and technological changes afoot in the world. On the sidelines of the summit, the CEO of Cbus and CIOs of AMP, MLC and Rest reflect on how they will act on the insights to help bolster investment returns and member experience in a volatile market environment.

Cbus CEO Kristian Fok at the Australian Superannuation Investment Summit 

Colin Tate AM, founder and managing director of Conexus Financial, publisher of Investment Magazine, speaks to Kristian Fok, chief executive of Cbus, on the sidelines of the Australian Superannuation Investment Summit in Washington, DC. They discussed AI, geopolitics and the importance of in-person learning experiences for fiduciaries in an increasingly digital world.  Upcoming Investment Magazine … Read more

Why pension capital matters even more in a complex world  

Australian pension fund capital is uniquely well-suited to backing long-term global investment trends, but it will work best when it builds partnerships with funds, governments and businesses from like-minded nations. A memorandum of understanding signed by Australian and Canadian pension funds will help set policy to improve investment opportunities.

Royal London Asset Management’s Australian expansion is leaning into its mutual DNA

After a decade of quiet groundwork in Australia, Royal London Asset Management has revamped its fund offerings and hired an experienced funds management leader to build its Australian office, betting that the philosophy that stems from its mutual ownership structure will resonate with member-centric super funds.

AustralianSuper pares back bonds in favour of growth assets

The $410 billion AustralianSuper has been dialling back its fixed income allocation in favour of growth assets as it positions for a “constructive” economic environment, but the asset class remains a critical portfolio stabiliser and an important tool in complementing the fund’s risk objectives. Head of fixed income and currency Katie Dean talks scale and internalisation advantages.