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
A new reporting and analytics platform for securitisation issues, including covered bonds, has been launched for the Australian market. Oliver Wyman, Perpetual and Morgij Analytics have launched MARQ Services, a platform that provides standardised data, reporting and analytics for the Australian residential-mortgage-backed-securities (RMBS) and covered bond markets. Where ratings agencies analyse debt, the MARQ system … Read more
Palisade Investment Partners is seeing increasing interest from large funds in social infrastructure, with director Roger Lloyd saying that the assets’ steady yielding, lower risk characteristics are attractive diversifiers. This bullish outlook for mid-market infrastructure-asset demand comes as Palisade announces it had reached financial closure with the Plenary Group on an equity acquisition in the … Read more
Australian super funds have begun the new financial year in positive territory, with the median balanced option posting a 1.1-per-cent gain for the month of July. Research from SuperRatings shows that the July result was driven by a 3.1-per-cent gain for Australian share options and positive contributions from property, fixed interest and cash. A stronger … 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.
