JP Morgan’s Australian custody business has launched an online analytics tool for superannuation funds to meet the Australian Prudential Regulation Authority’s new risk-management disclosure standards. The Online Portfolio Analytics Lab (OPAL) uses portfolio-analytics tools to help institutional investors comply with industry guidance on the disclosure of investment risk under APRA’s Standard Risk Measure classification system. … Read more
Global share markets are entering a protracted period in which active management will come to the forefront, MLC’s head of equities and acting chief investment officer, Jonathan Armitage, says. MLC recently rejigged the fund manager line-up of its $1.2-billion Australian Share Fund, reducing the number of managers it employs and removing a passively managed component … Read more
AXA Investment Managers is positioning itself for the growth in demand for low-cost-product solutions as Australian super funds look to adapt their offerings for MySuper, launching a series of corporate-bond strategies. The “SmartBeta” credit strategies enable funds to access low-cost global-credit exposures, while avoiding the drawbacks of market-capitalisation index-based strategies, says Craig Hurt, AXA IM’s … Read more
On October 5, Professional Planner and Zenith Investment Partners will reveal the winners of the 2012 Fund Awards. The fund awards assess each manager’s investment-management capability, and reflect the experience and expertise of the teams that implement the firms’ investment processes and styles. A range of fund managers has been shortlisted by Zenith in 15 … Read more
The Open Protocol Enabling Risk Aggregation (OPERA) is a collaborative effort involving hedge fund managers, investors, prime brokers and administrators. A working group has released a template that aims to streamline reporting and provide standardised information in order to create efficiencies for both investors and managers. Transparency and reporting demand Telstra Super’s head of … Read more
The Open Protocol Enabling Risk Aggregation (OPERA) is a collaborative effort involving hedge fund managers, investors, prime brokers and administrators. A working group has released a template that aims to streamline reporting and provide standardised information in order to create efficiencies for both investors and managers. Transparency and reporting demand Telstra Super’s head of … Read more
In recent times we’ve heard a lot about the need for greater accountability and transparency in our superannuation system. With mandatory super contributions to be lifted from 9 to 12 per cent of wages and a global focus on governance in the wake of the global financial crisis, super funds are – quite rightly – having to … Read more
Tim Gardener was disgruntled. “I worry about the corporate bond space. If you invest according to market capitalisation in the corporate bond space, you invest the maximum amount of your allocated money in the most indebted companies, all else being equal,” Gardener said in an interview at AXA Investment Managers’ London office on May 25. “Lending more … Read more
Coming off a year in which it won some of the biggest local-equities mandates, including getting an extra $500 million from AustralianSuper, Fidelity Worldwide Investment is seeing opportunities to expand its business with increased institutional interest in its global and Asian equity strategies. Fidelity’s Australian head of institutional business, Gary Bailey says its position as … Read more
A retirement solution that focuses on outcomes and is customised for each participant cannot be met by existing defined-benefit or defined-contribution designs, according to Nobel Prize-winning economist, Robert Merton, who advocates a “next-generation DC solution”. Merton, who is the Massachusetts Institute of Technology Sloan School of Management’s distinguished professor of finance and resident scientist at … Read more
Macquarie has added a manager to the Macquarie Professional Series’ range of funds – the first new addition in more than five years. The addition of Analytic Investors and launch of the Analytic Global Managed Volatility Fund aims to offer institutional and retail investors in Australia a low-volatility-investment option. The fund aims for exposure 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.
