Against a backdrop of market volatility and deep investor disquiet, this year’s research from Create and Principal Global Investors, Market volatility: friend or foe?, seeks to distil the lessons learned from and strategies for navigating this challenging environment successfully. Methodology involved participants first answering questions relating to four key areas. Consequently, emerging investment themes were … Read more
Hastings Funds Management, the Melbourne-based infrastructure asset manager, has expanded its offshore business by gaining a $1.14-billion mandate from the RBS Group Pension Fund. The London-based RBS fund, which oversees about $26 billion in staff retirement savings, chose Hastings to manage infrastructure debt or equity assets in the UK and Europe for its investment portfolio. … Read more
Northern Trust has announced ambitious plans to build its asset servicing business in Australia, with a significant increase in assets and the addition of new staff in its Melbourne office. The custodian expects future growth in master custody and middle-office services for superannuation funds, investment managers, insurance companies and sovereign wealth funds. Christopher … Read more
Equipsuper wants to strengthen its financial planning unit under a newly appointed boss, Justin Sadler, a former AIA Financial Services executive. Sadler, who started work at the $4.6-billion industry fund on July 9, will oversee the advice delivered by its financial planners and the expansion of the team beyond five people. He led about 80 … Read more
LUCRF Super, the $3.1-billion superannuation fund, has hired ex-FuturePlus investment analyst Daniel Grioli to help it adapt to volatile markets. Grioli, who joined LUCRF’s nine-person investment team as a senior analyst in late June, will help the fund develop an investment strategy that is more responsive to changes in financial markets. He reports to head … Read more
Geoff Mellor, chief executive of the £20-billion UK fund Coal Pension Trustees (CPT), used his opening words to ask why the audience of Australian superannuation bosses were still in the room. “Do you feel that travelling half-way around the world, sitting in a conference venue and listening to serial speakers is a better use of your time than … Read more
The infrastructure arm of Macquarie Group has continued to dominate the sector, with the latest survey of alternatives managers finding it is more than five-times the size of its nearest competitor. I&T News spoke with Macquarie Infrastructure and Real Asset head of distribution, Arthur Rakowski, about the continuing strong performance of the manager and where … Read more
Vanguard Investments has hired Simon Good from Colonial First State Global Asset Management to join its Melbourne sales team. Good is responsible for selling Vanguard funds, which track Australian and global stock market indexes, to institutional investors such as superannuation and insurance funds as part of a seven-person sales team in Melbourne. He starts today. … Read more
Tyndall Asset Management is set to restructure its sales and distribution business with the creation of three new roles. Chris Trent, Chris Briggs and Nicole Krebs will be joining Tyndall’s business development team in newly created positions. Krebs has already started with the company while Trent and Briggs will begin in August. As Matt Russell, … Read more
BT Financial Group subsidiary Advance Asset Management has removed Colonial First State Investments from the manager line-up for its $550-million Australian Fixed Interest Multi-Blend Fund and awarded new mandates to AMP Capital Investors and Aberdeen Asset Management. Portfolio manager for fixed interest and cash at Advance Asset Management, Ron Mehmet, says the review of the … Read more
Morphic Asset Management, the fund manager launched by former Hunter Hall investment staff, will gain inflows in two weeks after Innova Portfolio Management chose it to manage client money. Morphic, a global-equity fund manager started on Monday by former Hunter Hall deputy-chief investment officer Jack Lowenstein and portfolio manager Chad Slater, will become one of … Read more
Australian infrastructure and real estate managers are strongly competing for global capital to manage, featuring prominently in a list of top managers ranked as part of Towers Watson’s Global Alternatives Survey 2012. The survey ranks the top 100 asset managers by assets under management, with Macquarie Group’s infrastructure arm being knocked from its number-one spot … Read more
The investment intelligence behind Australia’s largest asset owners and their teams
In-depth interviews with leaders, experts and visionaries in the institutional investment community
Updates on the latest industry policy developments and regulation
The challenges and innovations of custody, technology and operational due diligence
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.
