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WiseTech upheaval highlights super fund behind-the-scenes playbook

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As the biggest fish in the pond, AustralianSuper’s behaviour as an activist shareholder is bound to attract attention and criticism. But its roles in recent corporate actions involving WiseTech and Mineral Resources, and earlier involving Origin Energy, suggests the $342 billion behemoth has a clear playbook for dealing with perceived ESG issues in its investee companies. The boards of every company it invests in should take note.

Preparing – not predicting – the key to portfolio resilience

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Portfolio resilience is the latest buzzword but the first thing to understand is that it does not only mean a portfolio’s ability to withstand drawdowns. Secondly, building resilient portfolios isn’t about predicting bad scenarios, but preparing for them, the Investment Magazine Fiduciary Investors Symposium has heard.

Avoid ‘naive decarbonisation’ in fixed income portfolios

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Decarbonisation of fixed income portfolios is a complicated conversation for asset owners, and even more so for Australian super funds which cannot afford too much tracking error, thanks to the stringent guidelines of Your Future Your Super. However, Robeco head of fixed income, Erik van Leeuwen, argued that it is quite feasible to design government and corporate bond portfolios that target a material carbon reduction without excessive impact on risk and return, if investors are smart with their approach.

US election pivotal but experts warn against catastrophising

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Just days out from the 2024 US presidential election, the two major candidates both have multiple pathways to success and in an incredibly tight race such as this, any slight shift in voter sentiment could significantly tip the scale. Leading academics dissect the political dynamics at play and explain why despite the importance of the election, we should avoid catastrophising.

China or India remains the biggest EM question

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The world of emerging markets equities is ever evolving, but the $140 billion UniSuper believes that at least in the foreseeable future, the one big question in the asset class will still be China or India. Head of global equities Thomas Tam explains the fund’s thinking around the “margin of safety”.

US monetary policy shows signs of risks: Bridgewater

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Bridgewater Associates said policymakers around the globe are currently navigating new “limits”. But the US, arguably the most important economy of them all, is showing signs of risks in its monetary policy and putting the nation’s institutional credibility on the line, the Fiduciary Investors Symposium has heard.

Why there’s no ‘best’ investment model for super funds

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A paper published ahead of the Investment Magazine Fiduciary Investors Symposium starting on Tuesday outlines the challenges and considerations for Australian trustees in determining an optimal investment model for their funds. The paper published by 1886 Consulting says there is no single “best” approach, and even emulating the world-leading Canadian model isn’t for everyone.

Welcome to the party: Why ESG is now part of the mainstream

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ESG factors are now integral to the investment and risk decisions of large institutional investors such as super funds, although some hurdles remain for ESG to achieve its full potential, including the quality and integrity of the data needed to help inform those investment calls. But ultimately, the only thing that really matters is member outcomes, and that can’t be measured in investment terms alone.

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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.

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