The volatile swings of retirement spending
JP Morgan research finds that instability is the norm for consumption after working years, which means modelling needs to change.
Currency management is not optional
QIC senior portfolio manager Stuart Simmons explains why institutions can no longer afford to treat currency risk as an afterthought.
Good engagement finds the needs members can’t express
Discovering what’s best for customers means being humble enough to listen, yet confident enough to nudge.
Longevity products’ low demand creates quandary
Compulsory uptake may kickstart instruments that combat longevity risk but at the expense of choices, executives said.
South Korea a land of opportunity
There is a big chance for Australian funds to partner and co-invest in the Asian nation’s pension market, IFM Investors’ Brett Himbury says.
How five countries aim to increase retirement prosperity
Re-risking towards the end of work years is a good idea in Australia and overseas, global investment manager Schroders has found.
Robo-advice may need Google Maps to show the way
AI-driven tools will succeed when they can show clients where they’re heading, a panel of early adopters has said.
UK’s NEST defaults to flexibility on retirement incomes
When pension fund NEST asked its members what they wanted in a retirement product, the answers led to a default option offering flexibility.
Labor’s tax proposals worth a good look
Changes to imputation credits, negative gearing and CGT should be evaluated based on sustainability and fairness, Eva Scheerlinck writes.
Russell Investments Master Trust adds Nationwide Super
Newcastle-based small-business super fund Nationwide last week became the latest micro-fund to roll into the “superannuation alliance”.
Private equity offers two bites of the cherry
Funds that invest in private equity often get a second hit of value by re-investing when a company floats, AVCAL’s Yasser El-Ansary writes.
APG takes the lead on AI
Europe’s largest investor, the €473 billion APG, is one of the few large asset owners putting artificial intelligence (AI) to work.
