JANA

Real Estate

Consultants cheer on funds looking offshore for real estate

Offshore is becoming attractive for funds willing to look outside the traditional staples of the asset class as long as they have the right team picking the right assets, a panel of consultants has discussed.

Tahn SharpeMarch 8, 2021

Fund Governance

Performance test will produce ‘zombie funds’, experts say

Members might end up being stranded in funds that become undesirable to potential suitors because they have a chance of underperforming over multiple years or hold poor preforming assets relative to a listed benchmark, new research shows.

Matthew SmithNovember 25, 2020

Policy and Regulation

Shifting policy influence resulted in poor performance test

The shift of policy influence in recent years from Treasury to the ministers’ offices has likely contributed to the design of government's new performance measurement which has been panned by experts.

Matthew SmithOctober 19, 2020

ESG

Collaboration needed to up sustainability ante

Investors need to collaborate for systemic change, a discussion involving asset owners and sustainability experts has highlighted. Investors need to work with government, enshrine beliefs and educate beneficiaries on the importance of sustainability.

Sarah RundellAugust 26, 2020

Investment Strategy

Super funds shrug off divestment pressure

Australia's superannuation industry won’t be divesting from fossil fuels anytime soon. Instead, funds including Cbus and First State Super are reviewing investment strategies that transition to a low-carbon economy.

Sarah JonesFebruary 19, 2020

Equities Summit

UniSuper, First State keep powder dry on private equity

As a record amount of money chases private equity deals and pushes prices higher, two of Australia’s largest super funds are limiting their exposure to around 5 per cent, preferring publicly-listed companies instead.

Sarah JonesOctober 30, 2019

Fixed Income and Credit Forum

Are there too many levers in unconstrained fixed income?

Investors are expecting too much from unconstrained fixed income managers and trade-offs need to be made.

Amanda WhiteSeptember 11, 2019

Investment strategy

Private credit finds more takers

Asset owners are leaning toward towards unlisted assets — given the limited opportunity set for listed investments and the rich valuations.

Elizabeth FryJune 25, 2019

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