The first investment strategy Artio Global Investors will sell in Australia through new country head Ian Webber will be global equities.
Carbon tax forces ESG moves
Industry superannuation fund Cbus says the carbon tax will lay down clear expectations to its external funds managers to make a thorough analysis of the impact of the new carbon price on their portfolios.
NO EXCUSES: AFTER-TAX SOLUTIONS EXIST FOR ALL FUNDS
For some time, there has been compelling evidence that astute tax management of Australian equities can meaningfully boost returns for superannuation fund members. In some circumstances, gains of up to 50 basis points each year have been attributed to these efforts. The challenge facing investors now is to determine which after-tax strategies will best meet their needs. Last month, Investment Magazine and Parametric convened two roundtables with after-tax leaders to focus on how the barriers to implementing these strategies can be overcome. SIMON MUMME reports.
Home, sweet vanishing home
Up to one-third of Australians will not be home owners when they retire. Tis Australian dream-turned-nightmare will force super funds to profoundly re-think their strategies and communications with members.
Staunch Opposition in the face of reform
As superannuation reforms are assessed by the industry and advocated to the public, the Federal Opposition has been absent from the debate. Until now. In an exclusive roundtable convened by Investment Magazine and supported by Fidelity International, Joe Hockey and Mathias Cormann respond to the Government’s plans for super. Back in 1992, an Act of … Read more
Senator Mathias Cormann speaks to Simon Mumme
Senator Mathias Cormann, Shadow Minister for Financial Services and Superannuation, speaks to Simon Mumme, Investment Magazine editor, about superannuation and the opposition’s position on the governments financial services reform. The interview took place at a recent roundtable conference on financial services in Sydney.
Sevior wants to stay at Perpetual
John Sevior, the 17-year Perpetual Investments veteran on a six month sabbatical, wants to stay.
Ian Webber returns with big U.S. manager
Ian Webber, who marketed Axa Rosenberg funds to domestic institutional investors until August 2010, will soon represent a $US50 billion funds manager in Australia.
UBS’s Heap faces tough decisions as business expands
Ben Heap, head of UBS Global Asset Management in Australia, has some tough decisions to make.
Burns quits Integrity, Fiani seeks replacement
Shawn Burns, who faithfully followed Paul Fiani to Integrity Investment Management from UBS, has quit the firm.
Sisson envisages spending rest of career at Templeton
Andrew Sisson, who sold his Balanced Equity Management to Franklin Resources Inc. on June 21, said he expects to spend the rest of his career at the $735 billion asset manager.
Dimensional gets $165 Million from LUCRF
Labour Union Cooperative Retirement Fund (LUCRF) has allocated $165 million to Dimensional to invest in two of the Austin, Texas-based firm’s funds.
