Page 776 – Investment Magazine

Signs of life in hedge funds of funds

07/02/201904/06/2009 by Staff Writer

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While the hedge funds of funds (FoF) part of the funds management
industry has been particularly damaged by, firstly, the liquidity crisis and, secondly,
the stalling of new investments, there are signs of a tentative recovery
emerging. Liongate Capital Management, a US$2.2 billion London-based hedge FoF business,
reports that in both Europe and the US RFPs from institutional investors are
starting to flow.

Signs of life in hedge funds of funds

07/02/201904/06/2009 by Staff Writer

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Pages: 1 2

Sherry drives another nail in the >9 per cent coffin

07/02/201904/06/2009 by Staff Writer

The government has quashed hopes of a boost to the 9 per cent superannuation guarantee, with Minister for Superannuation Nick Sherry ruling out any change to the contribution. Speaking at a post-Budget breakfast held by the Australian Institute of Superannuation Trustees (AIST), Sherry said: “I do not believe employers should be paying any more, full stop, unless they want to make additional payments voluntarily. “The 9 per cent superannuation guarantee I don’t think in any way, shape or form is going to change in any significant way.”

Sherry drives another nail in the >9 per cent coffin

07/02/201904/06/2009 by Staff Writer

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Pages: 1 2

Sherry drives another nail in the >9 per cent coffin

07/02/201904/06/2009 by Staff Writer

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Pages: 1 2

Funds told to get real with ESG at AIST gathering

07/02/201904/06/2009 by Staff Writer

Many super funds have backed the integration of environmental, social and governance (ESG) risks into their portfolios, but few have communicated this in product disclosure statements or show evidence of factoring them into their investment decisions, the Australian Institute of Superannuation Trustees (AIST) Governance conference was told last month.

Funds told to get real with ESG at AIST gathering

07/02/201904/06/2009 by Staff Writer

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Pages: 1 2

Exploit stress now and set up portfolio for a decade: JANA

07/02/201904/06/2009 by Staff Writer

Super funds are at a critical juncture in terms of investment strategy and the winners over the next decade will be those who can take advantage of stress in the markets and buy assets quality assets cheaply. Ken Marshman, head of investment outcomes at JANA, said whereas there may have been two tailwinds over the last decade, there are now two serious headwinds which could have a substantial impact on returns that are likely to be gained from traditional asset classes. “The real question about the next decade is; will it be a mirror of what has happened over the last 20 or 30 years, or are we in quite a different paradigm?” he said.

Exploit stress now and set up portfolio for a decade: JANA

07/02/201904/06/2009 by Staff Writer

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Pages: 1 2

CalPERS leads fundamental index charge…but no challenge to cap-weighted orthodoxy yet

07/02/201903/06/2009 by Staff Writer

Two words explain why no pension fund has yet installed a fundamental indexing strategy as the core of its equity portfolio, according to one of the concept’s originators, Rob Arnott – “maverick risk”. About the closest a fund has come is CalPERS, which views fundamental indexing as an enhanced index play, and recently approved a further expansion of its US$2 billion commitment to the concept. But that’s a drop in the ocean in the context of a US$177 billion system.

CalPERS leads fundamental index charge…but no challenge to cap-weighted orthodoxy yet

07/02/201903/06/2009 by Staff Writer

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Pages: 1 2

IFM launches after-tax capability for Aussie shares

07/02/201903/06/2009 by Staff Writer

Industry Funds Management (IFM) has built an internal system to automatically evaluate the tax implications of its investment decisions – before trades are executed – across its active and passive Australian equities funds. Dubbed ATLAS, the after-tax listed Australian securities system draws on a database of trading data already stored by IFM to identify the impacts that trades will have on the franking credits and capital gains tax (CGT) liabilities tied to shareholdings. “We can analyse, pre-trade, the full after-tax consequences of a transaction,” Aidan Puddy, executive director – listed equities at IFM, said.

Signs of life in hedge funds of funds

Signs of life in hedge funds of funds

Sherry drives another nail in the >9 per cent coffin

Sherry drives another nail in the >9 per cent coffin

Sherry drives another nail in the >9 per cent coffin

Funds told to get real with ESG at AIST gathering

Funds told to get real with ESG at AIST gathering

Exploit stress now and set up portfolio for a decade: JANA

Exploit stress now and set up portfolio for a decade: JANA

CalPERS leads fundamental index charge…but no challenge to cap-weighted orthodoxy yet

CalPERS leads fundamental index charge…but no challenge to cap-weighted orthodoxy yet

IFM launches after-tax capability for Aussie shares

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