Investment Strategy
Active external managers still require internal guidance
The greatest benefit in-house teams bring to active mandates is an understanding of their fund's objectives, Suncorp's Gwion Moore says.
Meredith BoothApril 20, 2018
active management
Equities
Active concentrations tipped to pay off over next five years
The prevalence of index funds creates an opportunity for concentrated active managers as the outlook for broad equity markets flattens.
Meredith BoothDecember 19, 2017
Equities
Active managers poised for a comeback
The debate about making the superannuation system more efficient must acknowledge the value active management can add, Maria Wilton writes.
Maria WiltonAugust 16, 2017
Hedge Funds
Risk avoidance may be the biggest risk of all
Kevin Haran explains that most Australian investors, like their global counterparts, are embracing risk to combat low interest rates.
Kevin HaranJune 6, 2017
Policy and Regulation
Murray offers no quick fix on retirement income
The removal of impediments to the creation of retirement income products should not go ahead until there is greater consensus on what purpose the superannuation system serves, David Murray has revealed. In talks with Investment Magazine at the offices of Australian Securities and Investment Commission in Sydney, the day after the release of the interim […]
David RowleyJuly 16, 2014
Hedge Funds
LGS increases Aussie equities risk
Local Government Super (LGS) has converted a passive mandate to an enhanced passive mandate with State Street in a move to increase its active risk. The fund has awarded the manager a $780 million active Australian equities mandate. Chief investment officer Craig Turnbull told IM online the fund is giving State Street “more scope” on […]
Amal AwadJuly 29, 2013
CIO profiles
The long haul at Commonwealth Bank Group Super
A limited range of asset classes held for the long term with little change in managers has generated 10-year average returns of between 7 and 9 per cent per annum for Commonwealth Bank Group Super’s investment options. Its returns and fees have won a steady trickle of awards, but the fund has not sought the […]
David RowleyMay 20, 2013
Hedge Funds
Keep equities as they are: ASI delegates
Portfolios should maintain their current level of exposure to equities, according to 52 per cent of delegates at the Australian Superannuation Investment Conference. They were voting before a session on the “equities conundrum,” at which speakers from a super fund, fund manager and consultancy presented their views on the outlook for equities, and their place […]
Lachlan ColquhounSeptember 10, 2012