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Crispin mulls ‘semiretirement’

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Crispin Murray was mostly in good form at last month’s launch of Standard & Poors’ ‘Active Vs Passive Scorecard’ to the Australian market. The Scorecard showed two-thirds of Australia’s active Australian equities managers had underperformed the S&P/ASX 200 in the five years to June 2009, but the guy who runs the asset class for BT … Read more

Wealth-weighted indexing: so rock ‘n roll

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It’s all too common for investors to compare their style with a Warren Buffet or a David Swensen, but the CEO of Global Wealth Allocation, David Morris, takes a much cooler approach to creating some reflected glory. As the founder of ‘wealth-weighted’ indexing (don’t get him started on those more commercially successful fundamental indexers), Morris is obviously no price-worshipper from the Harry Markowitz school. “Modern portfolio theory is not economics.


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Wealth-weighted indexing: so rock ‘n roll

by
It’s all too common for investors to compare their style with a Warren Buffet or a David Swensen, but the CEO of Global Wealth Allocation, David Morris, takes a much cooler approach to creating some reflected glory. As the founder of ‘wealth-weighted’ indexing (don’t get him started on those more commercially successful fundamental indexers), Morris is obviously no price-worshipper from the Harry Markowitz school. “Modern portfolio theory is not economics.


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Older workers need catch-up contribution caps

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Most people know that saving for their retirement – like eating green vegetables and exercising daily – is good for them. But while gym memberships are booming and low-fat cookbooks are flying off the shelves, it’s a lot harder to convince the average Australian of the merits of boosting their superannuation balance. But saving for retirement isn’t just a matter of discipline. It’s also about having sufficient disposable income to take advantage of salary sacrifice opportunities. And for most Australians, this doesn’t happen until they reach the tail end of their working life. Until then, buying a home, paying off the mortgage and meeting the costs of raising children understandably takes top priority. With this in mind, AIST is urging the Federal Government to rethink its new concessional cap limits on voluntary contributions for older workers. We believe that the new measures – announced in this year’s Federal Budget – will hamper the ability of a significant number of older members with relatively modest superannuation balances to catch-up on their super as they approach retirement.


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Older workers need catch-up contribution caps

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Most people know that saving for their retirement – like eating green vegetables and exercising daily – is good for them. But while gym memberships are booming and low-fat cookbooks are flying off the shelves, it’s a lot harder to convince the average Australian of the merits of boosting their superannuation balance. But saving for retirement isn’t just a matter of discipline. It’s also about having sufficient disposable income to take advantage of salary sacrifice opportunities. And for most Australians, this doesn’t happen until they reach the tail end of their working life. Until then, buying a home, paying off the mortgage and meeting the costs of raising children understandably takes top priority. With this in mind, AIST is urging the Federal Government to rethink its new concessional cap limits on voluntary contributions for older workers. We believe that the new measures – announced in this year’s Federal Budget – will hamper the ability of a significant number of older members with relatively modest superannuation balances to catch-up on their super as they approach retirement.


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IFSA’s mission to spare managers financial statements

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Funds managers will no longer need to prepare annual financial statements for trusts, should a proposal by IFSA’s freshly-named ‘Service & Efficiencies’ sub-committee be adopted by Government. The proposal arose from a forum the Association held in April, in partnership with Conexus Financial, the publisher of Investment & Technology. The sold-out forum of more than 50 IFSA members decided that waiting for “transformational” industry-backed processing engines was fruitless, and that “small simple things” were needed to kickstart the drive to reduce waste, remembered the general manager of advice and private banking for BT Financial Group, Geoff Lloyd, at a session of last month’s IFSA Conference.


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IFSA’s mission to spare managers financial statements

by
Funds managers will no longer need to prepare annual financial statements for trusts, should a proposal by IFSA’s freshly-named ‘Service & Efficiencies’ sub-committee be adopted by Government. The proposal arose from a forum the Association held in April, in partnership with Conexus Financial, the publisher of Investment & Technology. The sold-out forum of more than 50 IFSA members decided that waiting for “transformational” industry-backed processing engines was fruitless, and that “small simple things” were needed to kickstart the drive to reduce waste, remembered the general manager of advice and private banking for BT Financial Group, Geoff Lloyd, at a session of last month’s IFSA Conference.


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De-regulation: the unlikely saviour of governance

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De-regulation, not regulation, and less of a focus on independence within boards could be the answer to governance concerns that have arisen from the financial crisis, a Professor of finance from The University of Queensland argues in a new book published by SimCorp Strategy Lab. Renee Adams, Professor of finance at UQ Business School in Queensland and a co-author of the book “Understanding the financial crisis: investment, risk and governance”, says while regulation has focused on improving independence within boards, independent directors don’t necessarily have the expertise or professional knowledge that’s required.


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De-regulation: the unlikely saviour of governance

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De-regulation, not regulation, and less of a focus on independence within boards could be the answer to governance concerns that have arisen from the financial crisis, a Professor of finance from The University of Queensland argues in a new book published by SimCorp Strategy Lab. Renee Adams, Professor of finance at UQ Business School in Queensland and a co-author of the book “Understanding the financial crisis: investment, risk and governance”, says while regulation has focused on improving independence within boards, independent directors don’t necessarily have the expertise or professional knowledge that’s required.


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The Complexity Conundrum: why small super funds should outperform their larger peers

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There has been considerable public discussion from Australia’s largest superannuation funds on how they benefit from economies of scale that enables them to outperform their smaller industry peers. In this article PAUL KESSELL discusses how small superannuation funds also benefit from utilising their size to their advantage.

 


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The Complexity Conundrum: why small super funds should outperform their larger peers

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There has been considerable public discussion from Australia’s largest superannuation funds on how they benefit from economies of scale that enables them to outperform their smaller industry peers. In this article PAUL KESSELL discusses how small superannuation funds also benefit from utilising their size to their advantage.  

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10 years of ‘sticky’ mandates for MLC MasterKey

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MLC’s MasterKey, a $20 billion retail multimanager platform, has just turned 10 – and one-quarter of its managers have been with it the whole way. KRISTEN PAECH reports on the funds managers behind MasterKey and the evolution of the platform amid hefty competition and industry consolidation.


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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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