Unprepared for the reality of retirement
Non-financial aspects of retirement are often overlooked. In the US there is a growing trend in services to address these, including retirement boot camps and pre-retirement relationship counselling
Non-financial aspects of retirement are often overlooked. In the US there is a growing trend in services to address these, including retirement boot camps and pre-retirement relationship counselling
Two mistakes institutional investors make are focusing on headline manager fees and forgetting about costs embedded elsewhere in the system
Investors and consultants should be aware of the ownership fraction held and traded by active managers versus passive managers as this can have a significant effect on markets, new research has shown
The role of the custodian continues to evolve in the market, from supporting the back office and middle office functions, such as trade support and post-trade analytics, to now working with platform providers to support front-office trade execution functions
Chief executive officer of REST, Damian Hill, said he regretted Walsh’s departure and acknowledged the significant value Walsh had provided
Investors should draw on a number of investment theories to gain a better understanding of different possible outcomes, which can then be used to build better investment portfolios, as even established theories fail to take the world’s complexities into account.
Ian Patrick left consulting so he could get closer to the true purpose of superannuation. He reflects on the challenges and opportunities facing Sunsuper and the superannuation industry generally, and whether he got what he bargained for by moving.
The Fiduciary Investors Symposium at Cambridge University, hosted by Conexus Financial, brought together 115 investors from 15 countries to discuss the challenges and opportunities of long-term investment. Amanda White reports.
Energy Super members will have access to a new account-based pension investment option called Energy Super LifetimePlus from July 1
Mark Delaney of AustralianSuper, Dr David Knox of Mercer and Kate Temby of GSAM debate the issue of investor trust at a CFA event in Melbourne
LGS’ account-based pension plan was one of only four products in the market to be awarded a five-star rating