NGS Super and QIEC Super are discussing integrating into a master trust, as they believe it will offer greater economies of scale and benefits to their members. This is the first time two industry funds have agreed to investigate this form of integration. Currently all industry super funds follow a wrap model, while retail funds … Read more
Investors are increasingly focusing on corporate engagement and the role it can play in their ESG process, according to Kirsten Temple, head of SRI and ESG at JANA Investment Advisers. Does engagement lead to meaningful change in corporate behaviour and business direction, and, importantly, does this result in better risk/return outcomes for the investor? Determining cause … Read more
Excess investor demand for infrastructure assets will ease in the medium term as countries are forced to adapt to rising populations, more extreme weather, resource scarcity and digital disruption, believes QIC. And investors will play an increasingly proactive role in this pipeline of projects, often providing governments with ideas on how and what to build. … Read more
Ian Silk’s call for the superannuation industry to raise its game and take on the “grand ambition” of giving all Australians an adequate income in retirement has been endorsed by a cross-section of leading figures. The chief executive of AustralianSuper was speaking at the Association of Superannuation Funds of Australia (ASFA) annual conference in Brisbane, … Read more
BT Financial is testing ambitious robo-advice software that will assess areas of inefficiency across an individual’s superannuation, insurance, investments, mortgages and banking. The Wealth Review will be offered free to all customers and will be sent out in targeted campaigns to specific age groups in the coming months. The program works by requesting information from … Read more
When Fiona Trafford-Walker, director of consulting at Frontier Advisors, told the AIST ASI conference in September that after years of talking about the possibility of lower fund management fees, funds were starting to make major breakthroughs, there was little fund manager feedback on the speech. Here Franklin Templeton, Schroders, and Vanguard all give their feedback. … Read more
Jim Christensen is leaving Telstra Super to return to the Queensland Investment Corporation (QIC) in Brisbane. Christensen, who was nominated the chief investment officer of the year in the Conexus Financial Superannuation Awards in May, has commuted between Melbourne and Brisbane during his time at Telstra Super and has sought a role in Brisbane to … Read more
Investors should prepare for a swift change in the bond market cycle as US rates finally rise on the back of strong US labour market figures for employment and wages growth, according to one of the world’s leading fixed income investors. Jeffrey Rosenberg, chief investment strategist for Black Rock (pictured), said volatility would not be … Read more
Media Super has invested $60 million into local film and television production, doubling its previous allocation of $30 million. This move continues a growing trend among super funds to seek to invest in industries aligned with their membership: NGS Super has been exploring funding preschools; Cbus has been looking into affordable housing; and HESTA has … Read more
The Paris Climate Conference will be highly significant to institutional investors, not necessarily because of submitted targets, but because of a new regulatory framework to address the issue, according to LGS Super. There’s a target of limiting the global temperature increase to 2 degrees Celsius above pre-industrial temperatures, but the current trajectory means the increase … Read more
Scott Tully, chief investment officer of Colonial First State, explains the logic of his default fund’s lifecycle approach to Investment Magazine. Two years ago, Colonial First State introduced the lifecycle portfolio in response to MySuper requiring super funds to offer a single default option for all members. Scott Tully, chief investment officer at Colonial First State, defines … Read more
The chief investment officer of AustralianSuper gave delegates at the Fiduciary Investors Symposium an insight into how he diversifies his fund’s portfolio, Mark Delaney’s advice came with the caveat that no process of diversification could ever be perfected. “You cannot solve for uncertainty by adding more precision, it is elusive,” he told delegates. “You need … Read more
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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.
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