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Volatility – the asset class and how to use it

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Drawing on his previous experience as a super fund executive, and his current role running distribution for (among other things) a global volatility fund, DENIS CARROLL addressed a recent CIE Conference on the potential role for volatility-based products in future portfolio construction. Here’s an abridged version of his talk.

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Pages: 1 2 3

Merger tax break spurs Suncorp-Asteron clean-up

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Suncorp Wealth Management has  taken advantage of the Government’s  temporary waiver of capital loss crystallisation  on successor fund transfers to  dramatically simplify its retirement  savings offerings, reducing the number  of unit prices it cuts daily from 1000 to 150. 


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DST follows clients with global restructure

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DST International has renamed and restructured itself to become DST Global Solutions, reflecting the fact its largest custodian and funds manager clients are now global players, while it’s also embraced the ‘software as a service’ delivery model over the ‘application service provider’ approach. Returning to work last month after some weeks spent recovering from illness, DST’s Australian CEO Ian Mathieson also predicted that administration of super funds and platforms would be the firm’s biggest growth area in the short-term.


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DST follows clients with global restructure

by
DST International has renamed and restructured itself to become DST Global Solutions, reflecting the fact its largest custodian and funds manager clients are now global players, while it’s also embraced the ‘software as a service’ delivery model over the ‘application service provider’ approach. Returning to work last month after some weeks spent recovering from illness, DST’s Australian CEO Ian Mathieson also predicted that administration of super funds and platforms would be the firm’s biggest growth area in the short-term.

Read more

Pages: 1 2

Currency alpha is only for the careful

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Foreign exchange has been a rare source of positive return recently, but investors shouldn’t expect a dazzling choice of managers, writes The Cambridge Strategy’s chief executive PETE HENRICKS. One of the few asset classes to perform in recent times has been foreign exchange. Managers in this space have delivered positive returns to investors, whether wholesale or retail. In particular, it has been institutional investors that chose to opt for this “asset class” that have warmly welcomed the positive returns, especially in last year’s volatile investment climate.


Read more

Currency alpha is only for the careful

by
Foreign exchange has been a rare source of positive return recently, but investors shouldn’t expect a dazzling choice of managers, writes The Cambridge Strategy’s chief executive PETE HENRICKS. One of the few asset classes to perform in recent times has been foreign exchange. Managers in this space have delivered positive returns to investors, whether wholesale or retail. In particular, it has been institutional investors that chose to opt for this “asset class” that have warmly welcomed the positive returns, especially in last year’s volatile investment climate.

Read more

Pages: 1 2 3

Get back to basics with risk premia investing

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Recent investment returns have been extremely disappointing for nearly all fund members – especially those who believed their portfolio was diversified and well balanced. Unfolding events have emphasised the importance of focusing on risk premia as the basic building blocks of an investment portfolio, writes Tyndall/Suncorp Investment Management’s SIMON O’GRADY.


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Get back to basics with risk premia investing

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Recent investment returns have been extremely disappointing for nearly all fund members – especially those who believed their portfolio was diversified and well balanced. Unfolding events have emphasised the importance of focusing on risk premia as the basic building blocks of an investment portfolio, writes Tyndall/Suncorp Investment Management’s SIMON O’GRADY.

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Pages: 1 2 3

Failings of funds management laid bare: competition doesn’t work

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The London-based Paul Woolley Centre for Capital Market Dysfunctionality held a workshop in Sydney last month, at the affiliated University of Technology Sydney (UTS), which discussed a range of new research initiatives, including a proposed study about why investors continue to employ active managers. GREG BRIGHT reports.


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Failings of funds management laid bare: competition doesn’t work

by
The London-based Paul Woolley Centre for Capital Market Dysfunctionality held a workshop in Sydney last month, at the affiliated University of Technology Sydney (UTS), which discussed a range of new research initiatives, including a proposed study about why investors continue to employ active managers. GREG BRIGHT reports.

Read more

Pages: 1 2 3

Global consultants adapt to specialisation trend

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The investment horizon for super funds has expanded far beyond the traditional asset classes of stocks and bonds. The proliferation of complex alternatives such as hedge funds and private equity is driving a trend towards specialisation in the investment consulting industry as consultants look to allocate research resources more effectively. KRISTEN PAECH reports.


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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.

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