10 years of ‘sticky’ mandates for MLC MasterKey

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.

Read more

Toward an end-to-end process for handling mental health insurance claims

Insurance claims for mental healthrelated illnesses are more complicated than those for physical injuries. Many of the problems relate to social attitudes toward those with psychiatric disorders. In this gathering of Industry Fund Forum members, legal and mental health experts, and group insurer CommInsure, an attempt is made to identify the extent of mental health-related claims – no easy feat – while steps being taken to improve the process between funds, administrators and insurers are outlined.


Read more

Toward an end-to-end process for handling mental health insurance claims

Insurance claims for mental healthrelated illnesses are more complicated than those for physical injuries. Many of the problems relate to social attitudes toward those with psychiatric disorders. In this gathering of Industry Fund Forum members, legal and mental health experts, and group insurer CommInsure, an attempt is made to identify the extent of mental health-related claims – no easy feat – while steps being taken to improve the process between funds, administrators and insurers are outlined.


Read more

Chindia: Frontier Investment Consulting dos and dont’s

Last year, Frontier Investment Consulting’s deputy managing director, Kristian Fok, and head of investment research, Kim Bowater, undertook a study trip to China and India, which they have since ameliorated with extensive manager interviews and deskstop research. The asset consultant recently released to clients a comprehensive report on how best to build investment exposure to these emerging powers, which KIM BOWATER summarises below.

Read more

Chindia: Frontier Investment Consulting dos and dont’s

Last year, Frontier Investment Consulting’s deputy managing director, Kristian Fok, and head of investment research, Kim Bowater, undertook a study trip to China and India, which they have since ameliorated with extensive manager interviews and deskstop research. The asset consultant recently released to clients a comprehensive report on how best to build investment exposure to these emerging powers, which KIM BOWATER summarises below.

Read more

Chindia: Frontier Investment Consulting dos and dont's

Last year, Frontier Investment Consulting’s deputy managing director, Kristian Fok, and head of investment research, Kim Bowater, undertook a study trip to China and India, which they have since ameliorated with extensive manager interviews and deskstop research. The asset consultant recently released to clients a comprehensive report on how best to build investment exposure to these emerging powers, which KIM BOWATER summarises below.

Read more

Mezzanine debt offers the best of both worlds … or does it?

With lending from traditional quarters – namely, the major banks – still difficult to come by for companies large and small, it would appear that opportunities must abound for investors who are looking for something extra from their fixed interest portfolios. While credit funds offered by traditional fixed interest managers remain in demand this year, another form of debt investment is also catching on – mezzanine finance. GREG BRIGHT reports.


Read more

Mezzanine debt offers the best of both worlds … or does it?

With lending from traditional quarters – namely, the major banks – still difficult to come by for companies large and small, it would appear that opportunities must abound for investors who are looking for something extra from their fixed interest portfolios. While credit funds offered by traditional fixed interest managers remain in demand this year, another form of debt investment is also catching on – mezzanine finance. GREG BRIGHT reports.

Read more

Funds pressured to reverse shareholder inactivism

A rallying cry at superannuation conferences is for sharper shareholder engagement with investee companies, aimed at unlocking more value for members. But strangely, the investment managers dedicated to this pursuit – activists – are largely absent from the domestic market. This is despite the wealth of underperforming target companies, and the good track record established by overseas activists in generating absolute returns by galvanising shareholder campaigns. SIMON MUMME reports.

Read more

Funds pressured to reverse shareholder inactivism

A rallying cry at superannuation conferences is for sharper shareholder engagement with investee companies, aimed at unlocking more value for members. But strangely, the investment managers dedicated to this pursuit – activists – are largely absent from the domestic market. This is despite the wealth of underperforming target companies, and the good track record established by overseas activists in generating absolute returns by galvanising shareholder campaigns. SIMON MUMME reports.

Read more

The end of asset allocation – Alternative investment ideas to salvage your portfolio

There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets play in any, ahem, alternative to it? … Read more

The end of asset allocation – Alternative investment ideas to salvage your portfolio

There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets play in any, ahem, alternative to it? … Read more