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Managing counterparty risk and transitions in a time of uncertainty

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March seems to be the month where super funds are expected to resume hiring and firing their funds managers and other service providers in earnest. What are the warning signals that should lead to those decisions being made? And how to best proceed with any transition when market volatility is around record highs? Last month, … Read more

An actuary comedian? The world is crazy.

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Plenty of people are laughing at the financial services industry these days. But Barry Rafe, an actuary and former director at Trowbridge Consulting, got in ahead of them a few months back when he left the industry to try standup comedy.


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An actuary comedian? The world is crazy.

by
Plenty of people are laughing at the financial services industry these days. But Barry Rafe, an actuary and former director at Trowbridge Consulting, got in ahead of them a few months back when he left the industry to try standup comedy.

Read more

Pages: 1 2

Woody, Annie…and Ken Henry

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I was reminded recently of a funny sketch from Woody Allen’s famous movie, Annie Hall, that goes something like this. Woody’s character has marital problems and the psychoanalyst asks him how often he has marital relations. “Hardly ever,” he replies. “Three times a week”. The scene switches to Woody’s wife, played by Diane Keaton. She is asked the same question and replies: “Constantly… three times a week!” (Which got a big laugh – at least from the females in the audience.)


Read more

Woody, Annie…and Ken Henry

by
I was reminded recently of a funny sketch from Woody Allen’s famous movie, Annie Hall, that goes something like this. Woody’s character has marital problems and the psychoanalyst asks him how often he has marital relations. “Hardly ever,” he replies. “Three times a week”. The scene switches to Woody’s wife, played by Diane Keaton. She is asked the same question and replies: “Constantly… three times a week!” (Which got a big laugh – at least from the females in the audience.)

Read more

Pages: 1 2 3

Don’t get rid of hedge funds, get control of them

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Everybody agrees that hedge fund investing has to change. For JANA asset consultant MICHAEL O’DEA, these dislocated markets are perfect for investment in hedge funds, but he recommends keeping control through a managed account platform. The situation After the events of 2008, investors around the world have begun to seriously question the merits of investing in hedge funds, which is not surprising when so many failed to deliver positive returns and offered questionable diversification benefits to portfolios when most needed.


Read more

Don’t get rid of hedge funds, get control of them

by
Everybody agrees that hedge fund investing has to change. For JANA asset consultant MICHAEL O’DEA, these dislocated markets are perfect for investment in hedge funds, but he recommends keeping control through a managed account platform. The situation After the events of 2008, investors around the world have begun to seriously question the merits of investing in hedge funds, which is not surprising when so many failed to deliver positive returns and offered questionable diversification benefits to portfolios when most needed.

Read more

Pages: 1 2 3

A green star building takes sustainable commitment

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While institutions are keen to own sustainable buildings, what is not widely appreciated is that the Green Star credentials, awarded for the building structure, is only the first stage. A building then needs to be managed and maintained with sustainability top of mind, writes RALPH GAGLIANO, executive director of St Hilliers Group. In days gone by, the focus of many discussions about property investment was location and yield and it would have seemed outlandish to talk about the environmental footprint of a building and whether it was energy efficient.


Read more

A green star building takes sustainable commitment

by
While institutions are keen to own sustainable buildings, what is not widely appreciated is that the Green Star credentials, awarded for the building structure, is only the first stage. A building then needs to be managed and maintained with sustainability top of mind, writes RALPH GAGLIANO, executive director of St Hilliers Group. In days gone by, the focus of many discussions about property investment was location and yield and it would have seemed outlandish to talk about the environmental footprint of a building and whether it was energy efficient.

Read more

Pages: 1 2 3

Managing counterparty risk and transitions in a time of uncertainty

by

March seems to be the month where super funds are expected to resume hiring and firing their funds managers and other service providers in earnest. What are the warning signals that should lead to those decisions being made? And how to best proceed with any transition when market volatility is around record highs? Last month, Investment & Technology and J.P Morgan brought together a group of operations specialists from the superannuation and multimanager worlds, as well as consultants and an exchange-traded fund expert, to discuss the best advice they would give to their trustee colleagues. Participants in the roundtable were as follows:


Read more

Managing counterparty risk and transitions in a time of uncertainty

by
March seems to be the month where super funds are expected to resume hiring and firing their funds managers and other service providers in earnest. What are the warning signals that should lead to those decisions being made? And how to best proceed with any transition when market volatility is around record highs? Last month, Investment & Technology and J.P Morgan brought together a group of operations specialists from the superannuation and multimanager worlds, as well as consultants and an exchange-traded fund expert, to discuss the best advice they would give to their trustee colleagues. Participants in the roundtable were as follows:

Read more

Pages: 1 2 3 4 5 6 7 8 9 10 11 12 13 14

Counterparty risk – who are you going to trust now?

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In an era when counterparty risk has come to the fore of concerns for super funds, custodians may well represent the greatest potential danger, according to Brett Elvish. Elvish, principal of Financial ViewPoint, an independent consultancy specialising in backoffice advice, and a former managing director of Intech Investment Consulting, said the fact that most custodians were usually involved in cash management, foreign exchange and securities lending, alongside custody, meant that there were various risks to the fund.


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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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