vanguard

ESG

REST case to set climate risk precedent

Early next year, global investor attention will focus on the court proceedings against the trustee of the REST superannuation fund which is charged with breaching its  fiduciary duties by failing to adequately consider climate change risks.
Jonathan SteffanoniDecember 4, 2019
Hedge Funds

The metamorphosis of passive managers

Industry funds, with their ideology and history of affecting change due to profit-for-member motives, have been instrumental in driving transformation over the past decade, pressuring passive fund managers to vote their stock in companies. Investment Magazine examines how this is changing the skill set of passive managers and if this will impact on costs. Increasing pressure […]
Dan PurvesSeptember 14, 2015
Hedge Funds

Super funds’ priorities reshaping passive managers

The sheer weight of assets held by passive managers is dramatically increasing their power to engage with companies on issues of corporate governance and ESG. Investment Magazine investigates the mixed messages coming out of the three biggest passive managers as they attempt to meet engagement expectations from institutional investors. Two trends are causing institutional investors to ask more from passive management, fuelling a change […]
Dan PurvesAugust 10, 2015
Investment Strategy

Sunsuper begins development of ‘guided advice’

Sunsuper is utilising its new alliance with Vanguard to develop guided advice for members as an alternative to robo-advice. With a low average account balance of $31,000 Sunsuper has been examining cost-effective ways of delivering personalised limited scope financial advice to members and thinks that Vanguard’s guided advice model “works incredibly well”. “Vanguard’s experience with […]
Dan PurvesMarch 9, 2015
Unintentional

Numbers moving to SMSF stalls

David Atkin, chief executive of Cbus has declared the growth in members of industry funds leaving for self-managed super funds at an end. The announcement comes the same day the scheme launches a member direct platform to cater for large account holders who want to manage their own investments. “Members moving to SMSF is an […]
David RowleySeptember 8, 2014
Hedge Funds

Risk analysis tool better informs LUCRF investment committee

There is a gulf between perception and reality of risk exposures by investment teams and committees, according to Roger McIntosh, head of investments at the Labour Union Co-operative Retirement Fund (LUCRF). Such lack of accurate insight into funds’ exposures has led him to introduce a risk assessment tool, MSCI’s Barra One, which is also being […]
Kate HageJuly 14, 2014
Investment Strategy

Retirees’ SMSF decision making questioned

A group of academics are investigating measures of cognitive function that can be applied to gauge the financial decision making of retirees and their capacity  to make optimal decisions when running a self-managed super fund (SMSF) portfolio. Paul Gerrans, associate professor of finance at the University of Western Australia, is concerned at the ability of […]
David RowleyDecember 9, 2013
Governance

Fast, custom advice a reality

Technological advances in scaled advice in the US mean investment plans are being finalised in as little as three days, unlike the six to eight weeks common in Australia, according to Vanguard. Growing use of paperless procedures, programs that automatically calculate wealth management plans and video conferencing have all sped up the process. Karin Risi, […]
David RowleyAugust 5, 2013
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