The extent to which severe disablement is not permanent has been measured by Sunsuper in a survey of TPD recipients. The fund quizzed 330 TPD claimants aged 41-60 years old on their lifestyles five years after their claims had been paid. It found 19 per cent had since found part-time work, 3 per cent had … Read more
The 50 per cent of Australian funds that disclose holdings on a regular basis stand to gain from the growing priority investors place on transparency and open business practices, according to the chief executive of Morningstar Australia. Heather Brilliant, whose background is in equity analysis in the USA, believes such practices should be a hygiene … Read more
State Super Financial Services (SSFS) is putting the finishing touches on a $50 million overhaul of its processes and systems in a move it says will significantly enhance the delivery of advice through its 160 financial planners across the country and enable it to begin looking outside its traditional NSW public sector client base. SSFS … Read more
There has been an increase in votes against remunerations reports for the ASX 200 in 2015 according to the Australian Council of Superannuation Investors (ACSI). The companies with the highest votes against were Spark Infrastructure (24.7 per cent), Technology One (24.3 per cent) and Santos (23.4 per cent), all of which were close to the … Read more
At the suggestion of the CIO of one of the largest superannuation funds in Australia, Investment Magazine organised a roundtable of some of the most prominent thinkers on the subject of social impact investing to share ideas on how more of the $2 trillion invested in superannuation could do some social good. The meeting of … Read more
Cbus cut the investment costs on its $31 billion fund from 77 to 63 bps in the past financial year. Scale benefits from renegotiating fee structures, manager consolidations, savings identified through working with new custodian JP Morgan and the diminishing size of a private equity fund of funds portfolio have all led to the cuts. … Read more
The Financial Services Council (FSC) has used comments by the Assistant Treasurer to renew its calls to have the market opened up to its members. It believes this will increase competition and bring fees down. FSC’s chief executive Sally Loane said: “The Government’s proposal is in the best interests of consumers and should be implemented … Read more
Saker Nusseibeh is the chief executive of Hermes Investment Management and a regular public speaker, writer and commentator, appearing at leading industry conferences, contributing widely to the debate about how to improve the offerings of financial services to society, by challenging investment orthodoxy. That the financial and economic model failed in 2008 is beyond dispute. Quantitative easing averted … Read more
It has only around 10-15 per cent invested in Australian equities and manages equities in-house based on the research services of its parent Morningstar, and its range of multi-asset portfolios cover $4 billion in investments. Investment Magazine talks to Andrew Lill, chief investment officer of Ibbotson. Ibbotson runs $4 billion of assets invested on behalf of … Read more
Telstra Super has appointed JP Morgan Investor Services to provide master custody and investment reporting services as part of the internationalisation of its $17 billion portfolio. The fund now has 42 per cent of its assets overseas compared with a heavy domestic bias in previous years. This has led the fund to undertake a tender … Read more
Sunsuper is considering a number of strong internal candidates, alongside external candidates, to replace the outgoing chief investment officer David Hartley. The investment team operating under Hartley’s leadership has expanded from two to 21 over the past 10 years and is responsible for managing $34 billion in assets. The managers who directly report to Hartley … Read more
Managing director of PRI, Fiona Reynolds, has called on Australia’s super funds for more action on ESG implementation as part of the organisation’s bid to move from awareness to impact on ESG. In Australia as the guest speaker at the Women in Super national roadshow, Reynolds says that asset owners can ask managers for more, … 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.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
