fund’s

Investment Strategy

Super funds to act as Australian lenders

Super funds could join the big four banks as a major lender to Australian companies over the next few years. The impact of Basel II reforms, which require banks to hold greater amounts of capital for their riskier loans, has encouraged banks to seek partners for certain loans which have come up for re-financing since […]
Unintentional

The independents debate

Will super funds be better off with more independent trustees? The government thinks so. David Rowley asked the industry their thoughts. Sub-optimal superannuation funds pose a threat to national finances. This is a key starting point for those that urge change to fund boards. The belief runs that with national debt spiralling, the government cannot […]
Custody

‘Please help trustees on data’, fund managers asked by APRA

Trustees are being swamped with information from fund managers, says the Australian Prudential Regulatory Authority (APRA), which has called for more streamlined reporting to help. Greg Brunner, general manager APRA, told delegates at the 17th annual Investment Administration Conference in Sydney that fund managers should be helping trustees cope with the increased compliance they were […]
Investment Strategy

Industry funds pre-empt Arthur Sinodinos

Industry funds are taking steps to appoint independent trustees ahead of any government decree forcing them to do so. In contrast to media reports that have depicted industry fund boards as fighting the Treasury proposal to have at least a third of their directors independent of employer or employee organisations, several funds are already changing […]
Investment Strategy

2014 – the hardest year yet for compliance

Those helping super funds to manage their investment data report an industry groaning under the weight of more compliance than it has ever faced before. Providers say the cost of increased workloads and systems build will be passed back to members, while opportunity costs are being incurred from the holding up of innovation. DST Global […]
Investment Strategy

Big funds tailor infrastructure to their liking

Large to medium sized funds are increasingly ordering tailored infrastructure portfolios that can be skewed for characteristics such as growth, inflation protection and liquidity. The trend, which is being seen by AMP Capital, is also being encouraged by APRA regulation which calls on trustees to demonstrate they have chosen investments to meet their specific risk […]

Ambitious advice – Peeyush Gupta profile

Peeyush Gupta wants to forge strategic referral relationships with industry and corporate super funds, hire more advisers, open new offices, and see it lead the debate on post-retirement in Australia. The group has also commenced a research project on managing longevity risk. According to Gupta, the high and rising cost of providing ongoing personal advice […]
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