Funds management

While people who choose an SMSF have a higher perception of their numeracy and financial literacy skills, they are often only partly satisfying their objectives, according to a study.

1 February

Funds management

Institutional investors positive on 2018

The latest State Street Investor Confidence Index has identified European institutional investors as leading the

12 December

Funds management

UniSuper ranks for lowest-fee super funds

A Chant West fee survey has found some of the lowest-fee super and pensions funds are offered by higher education

12 December

Funds management

First State Super hones in on responsible investing

First State Super has joined the Australian Council of Superannuation Investors to up its focus on responsible

2022-06-30 14:00:00

Knowledge Centre

EM Debt: Finding Fundamental Value in a Shifting Landscape

The current environment is challenging, but much like in the past, opportunities are beginning to arise across the EM debt landscape.

Barings

Australian listed property has helped the median super growth fund return a respectable 7.5 per cent for the 2016 calendar year, according to Morningstar.

7 December

Funds management

REST launches mobile app

REST Industry Super has announced the launch of its official app which includes a live messaging service.

5 December

Funds management

OneVue completes first fund manager transition under NAB

Financial services group OneVue has announced the successful completion of its first fund manager transition under

Strong support exists for independent directors on super boards

21 November

Funds management

Priestly appointed to Future Fund Board of Guardians

The Federal Government has announced the appointment of Robert Priestly to the Future Fund Board of Guardians,

2 November

Funds management

Link forecasts flat admin revenues

The digestion of price discounts and the loss of at least one mandate has seen Link Market Services forecast flat

31 October

Funds management

Australian asset growth dampened by strong US dollar

The increasing strength of the US dollar has had a dampening effect on the growth rate in Australian assets,

Royal Bank of Canada’s RBC Investors and Treasury Services has been appointed by Pinnacle Investment Management as custodian and fund administrator for its new Irish domiciled Pinnacle ICAV UCITS fund. RBC I&TS would provide custody, fund administration,

26 October

Funds management

Pinnacle appoints RBC I&TS as custodian and fund administrator

Pinnacle has appointed RBC I&TS to provide custody, fund administration, collateral management and related

10 October

Funds management

Inflation not accurate measure for super funds

Inflation is an important factor to consider in portfolio construction but it is far from an accurate measure for

NGS Super and QIEC take unusual step of pursuing merger based on master trust structure.

10 October

Funds management

QVG choose Link Fund Solutions

QVG Capital has chosen Link Fund Solutions to provide administration and custody services.

5 October

Funds management

Northern Trust completes acquisition

Northern Trust has completed its strategic acquisition of UBS Asset Management’s fund services units in Luxembourg

OneVue acquires super administration business Super Manager Australia as it expands further into super space.

3 October

Funds management

IOOF completes NAB trustee business acquisition

IOOF has completed the acquisition of National Australia Trustees Limited by its trustee business, AET, after

31 August

Funds management

TIF to part ways with HFM

An extraordinary general meeting of unitholders in The Infrastructure Fund has seen a decision to part ways with

Local Government Super’s divestment in climate changing assets has been given top marks by the Asset Owners Disclosure Project.

10 August

Funds management

UniSuper goes in-house with environmental investment

UniSuper has internalised the management of its Global Environmental Opportunities fund.

Palisade and the CEFC have partnered to support $1 billion worth of renewable energy projects.

1 August

Funds management

AMP Capital’s increases exposure to renewable energy

AMP Capital’s infrastructure debt strategy has increased its exposure to renewable energy.

Lift the bar on super objective says ASFA The Association of Superannuation Funds of Australia wants the purpose of super to be a comfortable retirement, not just a supplement to the Age Pension. The Association of Superannuation Funds of Australia (ASF

25 July

Funds management

PIMCO and Allianz target post-retirement products

PIMCO has joined with its parent, Allianz to address what they perceive as significant shortcomings in the market

19 July

Funds management

NAB sells JANA stake

NAB has exited its 55 per cent stake in JANA in what represents a management buy-out by the senior JANA team.

18 July

Funds management

Super funds face new risks in global equity markets

Super funds which look offshore for equity opportunities will face new risks, according to Parametric.

18 July

Funds management

Global rise of alternatives

Total global alternative assets under management have reached almost US$6.5 trillion, according to Willis Towers

26 June

Funds management

Link in major UK acquisition

Link Group has entered a major UK acquisition which will see it take control of Capita Asset Management in a

Our clients have invested in international equities for a long time, but they are increasing allocation to that in a systemic and structural way

16 May

Funds management

Robeco wins another HESTA mandate

Robeco has won another 'substantial' HESTA mandate for its Robeco QI Global Value Equities strategy.

Superannuation funds need to find a new way that will offer them access to the alternative source of returns but with the option to bypass hedge funds, US-based fund manager, Parametric says. According to the company, super fund trustees had become uncomf

4 May

Funds management

Super funds can bypass hedge funds

APRA-regulated funds should find a new way to access alternative investments which would allow them, at the same

Investment properties are the second largest sector for investments outside superannuation and Australians face a myriad of structural risks when holding these assets, according to Rice Warner. The research house’s latest analysis found of the $2.3 trilli

20 April

Funds management

Property investors exposed to structural risks

Australian property investors are increasingly exposed to significant concentration risk, according to Rice Warner.

First Super has placed a review on its private equity program after concerns over the investment risks associated with poor labour practices at companies the fund is invested in. The industry superannuation fund said the companies included Urban Purveyor

11 April

Funds management

First Super reviews private equity fund managers

First Super might wind up its private equity program after it had invested in firms where employees were denied a

Local Government Super (LGS) has reinstated its investment restriction on nuclear energy and uranium industries. The screen will apply across LGS’ Australian and international share portfolios and exclude any companies that derive more than 10 per cent o

11 April

Funds management

LGS reinstates nuclear investment screen

LGS’ Australian and international share portfolios will exclude any companies that derive more than 10 per cent of

11 April

Funds management

Challenger launches absolute return fund

Challenger has launched the Absolute Return Global Bond Strategies Fund in partnership with Standard Life

Planners are likely to focus on the country’s dual tax system when planning investment portfolios inside and outside super, according to Rice Warner.

6 April

Funds management

Super funds lag on portfolio optimisation

Australian super funds need to look further into how factor exposure serves to reduce fees and increase efficiency

23 March

Funds management

Australian retirees more careful than most

Australian retirees are more conservative than their US peers throughout their retirements preferring minimum

ASX-listed companies need to improve their reporting of ESG risks to enable investors to make better decisions, the ACSI believes.

16 March

Funds management

AMP Capital introduces ethical framework

AMP Capital has excluded manufacturers of tobacco, cluster munitions, landmines, and biological and chemical

There is nothing to stop superannuation funds from directing asset allocations towards so-called “impact investments” but, ultimately, they are only likely to do so if they believe it is in the best interests of their members. That is the bottom line of a

9 March

Funds management

Selective opportunities for impact investing

ASFA says there are no particular barriers to super funds making impact investments but they must be mindful of

Standard Life and Aberdeen Asset Management have agreed to an all-share £11.3 billion ($18.2 billion) merger to create one of the largest active investment managers globally. Aberdeen said in an announcement that the combined group will be headquartered i

7 March

Funds management

Standard Life and Aberdeen to merge

Standard Life and Aberdeen have agreed to an $18.2 billion merger to create one of Europe’s largest active

CFS platforms have exceeded $535 million thanks to advisers driving annuities to meet complex retirement needs while maintaining admin efficiencies.

14 February

Funds management

Challenger reports record annuities growth of $2.2b

Challenger sees further opportunity in the Government’s post-retirement policy agenda.

Australian superannuation funds have been warned of the risks of tilting equity portfolios to maximise the benefits of franking credits.

31 January

Funds management

Franking benefits ‘no free lunch’ for super funds

Australian superannuation funds have been warned of the risks of tilting equity portfolios to maximise the

15 December

Funds management

VC allocation halved since 2009

Super funds should look to back companies that have the greatest chance of success to help the broader economic

Super funds should avoid under-diversifying and prioritise country selection when it comes to emerging markets, according to a fund manager.

13 December

Funds management

Better approach for emerging markets needed

Super funds should avoid under-diversifying and prioritise country selection when it comes to emerging markets,

NAB Asset Servicing has launched a new product designed to help investors monitor carbon intensity.

8 December

Funds management

NAB Asset Servicing launches Carbon Report product

NAB Asset Servicing has launched a new product designed to help investors monitor carbon intensity.

17 November

Funds management

New way to invest in emerging markets

Parametric has launched an emerging market fund for superannuation funds to access a rules based, engineered

Custodian cautions trustees not to ignore the investment implications flowing from climate change.

4 October

Funds management

Australian funds rank high on ESG

Australian equity fund managers ranked higher than their global peers when it came to incorporating ESG factors in

4 October

Funds management

Henderson and Janus merge

Fund managers, Henderson Group and Janus Capital Group, announced they would merge to become Janus Henderson

6 September

Funds management

VicSuper awards mandate to Carnegie AM

Carnegie Asset Management has been awarded a $240 million global equities mandate by VicSuper, where it will play

25 August

Funds management

UniSuper extends investment in infrastructure project

UniSuper announced plans to extend its long-term investment in Sydney’s Prospect Water Filtration Plant.

9 August

Funds management

Innovation and functionality focus for customer service

Financial Synergy has released its annual administrative platform update, this year focused on innovation and

28 July

Funds management

Frontier urges better fee regime

Frontier Advisors has urged funds to more closely monitor the actual dollar cost of investment management fees.

7 July

Funds management

BNP Paribas closer to US securities market

BNP Paribas Securities has become a direct securities participant in the Federal Reserve and would use Torstone

28 June

Funds management

Keybridge exits funds management

Keybridge Capital exits funds management, selling Aurora Funds Management to Seventh Orion.

23 June

Funds management

Caution urged on alternatives allocations

Alternatives allocations may be marginal when infrastructure and private equity are stripped from the equation,

21 June

Funds management

Infrastructure identified as future investment focus

New research has confirmed infrastructure as one of the few continuing areas for large-scale capital investment.

20 June

Funds management

EQT issue emerges for Diversa/OneVue transaction

Equity Trustees has signalled an unresolved issue which may have implications for the Diversa/OneVue transaction.

16 June

Funds management

Topdocs extends ABN and TFN automisation

Topdocs gives advisers more focus on client interaction as it extends automation processes.

Market Insights

EM Debt: Finding Fundamental Value in a Shifting Landscape

1 July 2022

GP

Personally I'm not in favor of this legislation but not for the reasons of the alarmist media...

Super for housing will torpedo funds’ returns 1 month 2 weeks ago

OknFD

"In comparison with the majority of other wagering sites, 1xBet Betting Company sets itself up...

Budget changes fall short of objectives 3 months 2 days ago

ay

What a surprise. Get out of Super you meddling incompetent fools.

Problems loom for conservative choice products in performance tests 4 months 6 days ago

Dave Peckitt

Hi do you have any info on financial planners in perth? I'm looking to consolidate my super...

Six superannuation consultancies prove stand outs 3 years 2 days ago

Anonymous

This is the most ill informed comment I have ever seen. Why on earth would you think Superannuation...

We aren’t anyone’s secretariat says AustralianSuper 1 year 11 months ago

Axl

That's 'toe the party line'.

We aren’t anyone’s secretariat says AustralianSuper 1 year 12 months ago