Sunsuper has increased the size of its investment team to 18 with the appointment of Lounarda David to the newly created role of investment operations manager. She joins from Mercer and will be responsible for reviewing the $26 billion fund’s risk management, performance reporting, unit pricing, custody operations, document management, legal and tax. David Hartley, … Read more
In QSuper’s bid to create mass personalisation of retirement outcomes it has created 36 different types of communication for members. Speaking at the Post Retirement Conference in Sydney, Michael Pennisi, chief strategy officer at QSuper, revealed how an attitudinal survey, along with age and gender had helped create the profiles. “With each of those profiles … Read more
John Brogden has asked politicians to think the unthinkable on post-retirement reform. Speaking at the annual Post Retirement Conference in Sydney, the chief executive officer of the Financial Services Council called for a rise in the preservation age to “at least” 62, a convergence of pension age and preservation age, restrictions in the ease with … Read more
Energy Super is offering to give self-managed super fund advice to members it sees at most risk of leaving to manage their own investments. Ben Moles, manager of member and employer services at the fund, told delegates of the Post Retirement conference in Sydney, if the fund was involved in the process of members leaving … Read more
The imposition of independent trustees could be the trigger for some corporate superannuation funds to close. Bruce McBain, chief executive of the Corporate Superannuation Association, has written to Treasury urging them not to impose a quota of independent trustees onto boards of his member funds. The association believes the extra costs of employing independents could … Read more
Higher data disclosure should be seen as an opportunity for funds to compete, rather than a burden, according to software firm DST Global Solutions. The firm has been assisting super funds with Strong Super data compliance over the past year, but is now increasingly helping create online access for daily updates on member’s account balances. … Read more
A quarter of the $15 billion in assets held by the HOSTPLUS superannuation fund is held in unlisted property and unlisted infrastructure, and it is keeping a keen eye out for more. While others might hold back on the temptation to buy a share in an airport or an office block, due to cash-flow fears, … Read more
AUSCOAL Super has joined the growing number of funds adopting a dynamic active currency management program. State Street Global Advisors is to manage a dynamic currency hedging strategy for AUSCOAL Super’s $1.6 billion international equities portfolio, after it ran a passive overlay for the fund for the past seven years. Michael Berry, senior portfolio manager … Read more
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Chant West, in partnership with Conexus Financial, publisher of Investment Magazine, will present the second annual superannuation and pension awards on May 21, at the Ivy Ballroom in Sydney. Both companies have a common vision of improving retirement income solutions and producing better outcomes for members and in the process calling industry participants to account … Read more
Case studies in innovation are being offered at the Fund Executives Association Ltd (FEAL) forum at the Park Hyatt, Melbourne next Thursday, March 6. The annual forum, which focuses on the themes of innovation and product development, will feature an interview with Peeyush Gupta, chair of State Super Financial Services on how his fund has … Read more
The advent of MySuper has led to a convergence in fees between non-profit funds and actively managed retail funds. Chant West’s Super Fund Fee Survey shows fees for non-profit funds increasing from 97 to 101 basis points on average, while fees for actively managed retail funds have fallen from 146 to 132 basis points. The … 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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