BT

Investment Strategy

Industry funds sanguine about one third rule

Chairs of industry funds have reacted with pragmatism to the Government’s move to enforce one third of their boards to be independent and to have an independent chair. Many have already anticipated the change in legislation by hiring their first or second ever independent trustees with the explicit intention of filling skills on their board. […]
CIO profiles

At-a-glance profiles of awards’ finalists

There are six weeks until the third annual Conexus Financial Superannuation Awards, with limited tickets left. This year’s finalists were selected based on a quantitative assessment by Rice Warner upon which the selection committee placed relative weights. Here is a mini-profile of every organisation and person that made the shortlist. Richard Brandweiner CFA moved from […]
Investment Strategy

Default fund of the year shortlist announced

Shortlists for the Conexus Financial Superannuation Awards have been released. The funds recognised as having the best MySuper defaults, the best member engaged services, the best pension funds and those that have created the most far reaching innovation in the past year have all been named in advance of the awards ceremony at the Ivy […]
Hedge Funds

One true super

Australia’s first Islamic principle-compliant superannuation fund has gained 30 to 50 members a week from industry and retail funds in its first few months of operation. Crescent Wealth has focused its marketing on Muslims under the age of 40, with adverts on Facebook and Google with the messages “Is your super Halal? Ours is” and […]
Investment Strategy

Pimco’s John Wilson treads his own path

John Wilson says he never studied economics and financial markets at university. And that, he says, has enabled him and his colleagues build bond-investor Pacific Investment Management’s assets in Australia to $32 billion in 15 years. “I understand what we sell to people is belief,” says Wilson, who looks more like an art-gallery owner with […]
Hedge Funds

Tria report: mergers spur
super fund growth

AMP Financial Services’ merger with AXA Australia saw it claim the greatest market share in 2011, as AustralianSuper reaped the highest net inflows from its expanding membership, analysis by research firm Tria Investment Partners shows. Mergers were the strongest force for superannuation fund growth in 2011, enabling AMP Financial Services to claim 5.1-per-cent market share […]
Investment Strategy

John Howard, Hugh Dougherty and investing

New York City. Turn of the century. Markets are booming. Champagne is flowing. Good times. A group of Australian chief executives has been flown to the city that never sleeps by investment bankers, Merrill Lynch. The CEOs are in a hotel conference room together with the chief investment officers of firms such as Capital Asset […]
Investment Strategy

Melanie Evans says transparency a theme for 2012

Increased transparency, from the makeup and potential conflicts of boards, to pay and investments is likely to be a theme for the funds that manage about $1.4 trillion in retirement savings, says BT Financial Group. BT says the Australian Prudential Regulation Authority is focused on improving governance standards at all superannuation trustees. That means the […]
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