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. […]
David RowleyJune 29, 2015
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 […]
Dan PurvesApril 8, 2015
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 […]
David RowleyMarch 23, 2015
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 […]
David RowleySeptember 2, 2013
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 […]
I & T NewsMay 25, 2012
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 […]
Simon MummeApril 16, 2012

AustralianSuper’s scale, services rival retail funds

The industry fund rivals the retail giants of superannuation. How did it get so far and how has it changed? Ian Silk made AustralianSuper’s strategy clear when the fund announced its merger with AGEST Super on December 14, 2011. “AustralianSuper is determined to play a leading role in shaping the future of superannuation in this […]
Simon MummeMarch 27, 2012
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