passive investing

CIO profiles

The third annual Casey Quirk / Top1000 funds CIO sentiment survey

Our survey received responses from chief investment officers representing $223 billion of assets. The main trends from 2014 cover internalisation and asset allocation shifts. Forecast changes to equity allocations The fund that has switched its emphasis to global equities to domestic equities is common and best exemplified by AustralianSuper, which in the year to June […]
Investment Strategy

Merger pressure builds for super funds

Superannuation funds, which collectively manage about $1.4 trillion, will be forced to merge to satisfy capital requirements imposed by the Australian Prudential Regulation Authority, says merger adviser Nigel Lake. APRA’s new capital requirements, to be enacted in July 2013, will force some of the funds to find capital, says Lake, joint chief executive of Sydney-based […]
Investment Strategy

Vanguard attracts individual investors

Vanguard is seeking to bolster its funds under management to capitalise on widespread disillusionment with active managers. “Institutional investors have embraced and understood our approach for many years,” says Joseph Brennan, chief investment officer, Vanguard, Asia Pacific. “The adviser and retail community are now more interested in index options” because regulatory pressure is seeking to […]