Christine Bartlett

Roundtables

The most common questions on securities lending answered

The heads of investment operations at QSuper and Sunsuper, plus representatives from NAB Asset Servicing and senior consultants from Deloitte and Dymond Foulds & Vaughan met in July to answer the most common questions on securities lending. What is the additional workload created by an extensive securities lending program? The prognosis of both the head […]
Unintentional

Middle office evolution

Should super funds expand their middle offices as they grow, or is it more efficient for them to rely on an expanded range of services from custodians? Leading super fund chief financial officers, consultants and representatives of NAB Asset Servicing met in Melbourne recently to discuss this. Philip Hope, chief executive of Morse Consulting, has […]
Roundtables

Transforming custody

Superannuation funds would like their custodians to be providing more liquidity and stress testing of their assets. Partly this is being driven by regulation, partly by trying to make sense of increasingly diverse and dynamic portfolios. It is also important in calculating the management expense ratios needed for MySuper on product dashboards. The following quotes […]
Custody

The incredible expanding world of custody

A central, if often overlooked feature of Australia’s super funds is that they have, for a very long time, worked closely with external service providers in their pursuit of world best practice. In relation to custody and securities services, this is a very sensible approach. The scale, geographic reach, and massive investment in technology of […]
Investment Strategy

NAB Asset Servicing wins two more mandates

National Australia Bank’s Asset Servicing business continues to win mandates from mid-ranking fund managers with the announcement of two new contracts with investment manager, Atrium Investment Management, and Fitzpatrick Private Wealth. NAB AS will provide administrative services to Atrium, a Sydney based multi-asset manager with just over $600 million in funds under management. Fitzpatricks is […]
Investment Strategy

Seats filling across town

Citibank has appointed former Australian senator and minister for superannuation, Nick Sherry, to its securities and fund services, part of the Citi transaction services division. Sherry will be based in Australia and will have a regional role supporting Citi’s pension fund clients in the Asia Pacific region. Sherry was previously chair of the senate committee […]