Kristian Fok wants to add an Australian equities analyst to better inform the largest stock positions held by Cbus and to help tailor portfolios to better reflect its risk profile. The appointment would bring the number of new additions to the Cbus investment team to seven. Speaking at the Fiduciary Investors Symposium in the Mornington … Read more
Sunsuper is using its new referral program with the Financial Planning Association of Australia (FPA) to lure national employers based in Melbourne and Sydney. The program sees it retain its in-house team of advisers in Queensland and Sydney and add direct relationships with adviser practices nationwide which share the fund’s philosophy of always acting in … Read more
HESTA’s ‘one click rollover’ campaign has won the Australian Institute of Superannuation Trustees’ Platinum Communication Award. The campaign uses big data principles to produce personalised mobile-responsive rollover requests and resulted in tens-of-thousands of members engaging and staying with the fund. In the category for funds with less than $5 billion funds under management AMIST won … Read more
The creation of a global infrastructure hub in Sydney could go some way to filling the estimated $20 trillion infrastructure gap in leading nations by 2030, according to Brett Himbury, chief executive of IFM Investors. The hub is to be created after agreement from G20 leaders this weekend in Brisbane. Its role will be to … Read more
QSuper has envisioned a process for creating its own deferred annuity that would be one part investment and one part a group insurance contract. Speaking after a hard hitting oration to the ASFA annual conference in which she called for a “second super revolution”, Rosemary Vilgan, chief executive of QSuper, said this product could be … Read more
Pension funds are becoming vocal ahead of the G20 leaders summit next week, reiterating the need for action over tax reform, and encouraging world leaders to consider financial reform that encourages long-term investing. The UK’s Local Authority Pension Fund Forum, which is a collaborative shareholder engagement group of 61 local authority pension funds with combined … Read more
Historical data going back 65 years on how equities perform, show proven risk premia or factors. This assertion from academics now employed by Janus Capital in its strategies is tantalizing, but also provocative for investors sceptical of being told there is a simple and easy way of choosing equities. In a passionate discussion at the … Read more
Wayne Davey, the current chief executive of Quadrant, has been chosen to lead the merged operations of Tasplan and Quadrant super funds from November 2015. The new board will be chaired by Naomi Edwards, the current chair of Tasplan, while the current chief executive of Tasplan, Neil Cassidy will retire on that date. Four current … Read more
A disagreement between Local Government Super (LGS) and the trade union Depa over whether to invest in nuclear energy stocks has led to the replacement of the union’s director at the fund. The decision by Depa follows the fund’s move to drop its screen on companies involved in nuclear power generation, while at the same … Read more
The decision of the Australian National University’s endowment to divest shares in seven resource companies is not an unusual move within the context of institutional asset owners. How those investors choose to allocate their assets has nothing to do with any government and they should not feel pressure to invest in any one company, asset … Read more
Prime Super is to make gender diversity a consideration when replacing the HIP Super trustees who resigned following the merger of the two funds in May. The fund, which currently has only six directors, is one of less than 10 superannuation funds without a female director on its board. Martin Day chief executive of St … Read more
No pension fund in the world has yet insourced the entirety of its fund management or is planning to do so, shows analysis from JPMorgan. Benjie Fraser, managing director and global pensions executive at JPMorgan, speaking at an Investment Management Consultants Association (IMCA) seminar tracked the steady growth in the world’s largest pension funds to … 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.
