Tria Investment Partners

Investment Strategy

Tria: super funds
must change

Superannuation funds are under pressure as investor behaviour changes, particularly because of technology, says Andrew Baker, managing partner at asset management consultants Tria Investment Partners. “Business models of super funds are under a lot of pressure and the degree to which they are has probably been underestimated,” says Baker. “Regulatory changes and markets have been […]
Investment Strategy

Super funds must change, says Tria

Superannuation funds are under pressure as investor behaviour changes, particularly because of technology, says Andrew Baker, managing partner at asset management consultants Tria Investment Partners. “Business models of super funds are under a lot of pressure and the degree to which they are has probably been underestimated,” says Baker. “Regulatory changes and markets have been […]
Policy and Regulation

Super tax slug hits wealthy Australians: Tria

Australians earning high incomes, who have large balances in collective superannuation funds, will have less confidence in the system following tax changes in the federal budget even in the context of recent laws boosting workers’ mandated rate of savings, according to Tria Investment Partners. Superannuation’s viability has declined on a “slippery slope” under federal Labor […]
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 […]
Hedge Funds

The term deposit 'wall' starts to buckle

Cracks are appearing in the ‘wall of money’ standing in term deposits, with the beneficiaries being liquid fixed-income funds, but the outlook for traditional mortgage funds looks bleak according to an analysis from wealth management strategists, Tria Investment Partners.