Investment Strategy
Dean Paatsch criticises share placements
Dean Paatsch, the co-founder of corporate governance firm Ownership Matters, says the share placement process is rife with conflict.
I & T NewsNovember 24, 2011
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Investment Strategy
VisionSuper, Equipsuper may combine investment, administration strategies
VisionSuper and Equipsuper may combine internal and external investment and administration functions when they merge in February.
I & T NewsOctober 27, 2011
Investment Strategy
Kill complexity, just follow the money: Schroders
The head of Australian equities at Schroders Investment Management, Martin Conlon, has argued that good investment analysis looks first at the ungeared cashflows of companies. The industry’s favoured valuation yardstick, the price/ earnings ratio, was unreliable because it introduced leveraged profits into the process. The importance of finding the true source of cashflows was demonstrated […]
Staff WriterNovember 30, 2009
Investment Strategy
Kill complexity, just follow the money: Schroders
The head of Australian equities at Schroders Investment Management, Martin Conlon, has argued that good investment analysis looks first at the ungeared cashflows of companies. The industry’s favoured valuation yardstick, the price/ earnings ratio, was unreliable because it introduced leveraged profits into the process. The importance of finding the true source of cashflows was demonstrated […]
Staff WriterNovember 30, 2009
Investment Strategy
Telstra Super asset class head moves to UniSuper
UniSuper’s chief investment officer, John Pearce, has hired one of Telstra Super’s asset class heads to his investment team, although he has played down the role played by Terry McCredden, the former Telstra Super CEO now running UniSuper, in the appointment.
Staff WriterOctober 19, 2009
Investment Strategy
MTAA creeps back into bonds as listed sector rebounds
The Motor Trades Association of Australia (MTAA) super fund has reintroduced fixed income to its default investment option, having abandoned bonds in 2007 on the basis that its ‘target return’ portfolio of unlisted assets could provide higher returns with less volatility. Leeanne Turner, deputy executive director (superannuation) at MTAA, said the fund had not made […]
Staff WriterOctober 2, 2009
Investment Strategy
MTAA creeps back into bonds as listed sector rebounds
The Motor Trades Association of Australia (MTAA) super fund has reintroduced fixed income to its default investment option, having abandoned bonds in 2007 on the basis that its ‘target return’ portfolio of unlisted assets could provide higher returns with less volatility. Leeanne Turner, deputy executive director (superannuation) at MTAA, said the fund had not made […]
Staff WriterOctober 2, 2009
Investment Strategy
MAP appoints Bennelong in ongoing portfolio review
Scrapping mandates with two large institutional managers, the superannuation and Australian equity multi-manager products run by the $300 million MAP have both allocated $10 million to the boutique Bennelong Funds Management.
Staff WriterSeptember 7, 2009