Funds management

24 June

Funds management

IFM launches climate transition fund

IFM Investors has launched a climate transition fund for Australian-listed equities to help superannuation funds

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

23 June

Funds management

Super funds look to increase EM allocations

The market is approaching a crossover point where superannuation funds may look to capitalise on further

21 June

Funds management

Do we need to shake up the construction of portfolios?

Major shifts in the constructions of portfolios should not occur until a more permanent outlook on the global

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

With many claims involving significant sums of money, trustee decisions about who qualifies as a beneficiary and who doesn’t can have life changing impacts on individuals or family members at a time when they may be at their most vulnerable. And with the

16 June

Funds management

Australian private debt liquidity is in its early stage

It will be 10-15 years before the level of liquidity in the Australian private debt market matches that offshore

Many members of bank-owned or other retail super funds who make a choice on where to invest their super are paying more fees and getting fewer returns, according to a report.

15 June

Funds management

Why the rush to internalise?

There is no need to internalise fund management, according to Hostplus, as fees are already low and external

15 June

Funds management

YFYS and net zero targets ‘not working together’

The Your Future, Your Super performance test is not aligned with the Government's agenda to achieve net-zero

QSuper has worked with the ATO to help pay out a member’s tax savings when they retire and transition to an income account.

31 May

Funds management

Two ‘mega funds’ expected to reach $1t in AUM

Australian Super and Australian Retirement Trust are expected to see assets under management reach $1 trillion by

30 May

Funds management

Ambitious plans for Mercer as merger doubles FUM

The merger between BT Super and Mercer will help advance Mercer on its mission to be the best superannuation fund

New global data from Willis Towers Watson confirms the importance of superannuation to Australian asset management.

26 April

Funds management

Rest positions portfolio for geopolitical uncertainty

Rest has outlined how its core superannuation product performed in the March quarter, particularly navigating the

29 March

Funds management

Chant West launches responsible investment classifications

Chant West has incorporated responsible investment classifications into its ratings for superannuation fund

1 February

Funds management

IFM Investors appoints non-exec director

Former Schroders co-chief executive, Asia Pacific, Chris Durack, has been appointed as a non-executive director at

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.

27 January

Funds management

Investor confidence up 4.5 points in January

An increase in investor confidence in Europe has led to a bounce back in the level of global investor confidence

2 December

Funds management

Responsibly investing super funds outperform peers

Super funds that invest responsibly are expected to take a bigger share of assets and are financially

30 November

Funds management

AMP looks to serve retirement market

AMP Limited will look to “better serve” the retirement market and take its products direct to clients following

The Insurance in Superannuation Working Group is expected to release its first discussion paper within the next few months.

15 November

Funds management

Link starts due diligence for Carlyle acquisition proposal

Link Group will provide due diligence for Carlyle so that it can develop a revised proposal that is not subject to

The Association of Superannuation Funds of Australia and the Actuaries Institute have urged comprehensive consumer testing of super choice product dashboards.

18 October

Funds management

CFS appoints BlackRock to manage MySuper funds

After poor results in the inaugural Your Future, Your Super performance test, the appointment came with the aim to

28 September

Funds management

CEFC support Artesian Green Bond Fund

The CEFC is increasing investment in Australia’s clean energy fixed income sector by backing corporate-focused

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

7 September

Funds management

IFM Investors targets net zero by 2050

The investment manager established a taskforce last year to identify where the company could take steps to target

2 September

Funds management

Can Twiggy help make China green?

Fortescue chief executive Andrew ‘Twiggy’ Forrest has announced the firm will introduce Scope 3 emission targets

Investment committees and boards tend to take environmental, social, and governance (ESG) issues as a bundle when E, S, and G are not created equally, according to Northern Trust Asset Management. The firm’s senior vice president, head of asset management

26 August

Funds management

Australian Ethical super assets approach $4b

Australian Ethical’s funds under management grew by 43% to $3.9 billion as the firm feels the benefit of a shift

Tasplan Super has this week introduced a new lifecycle option for members to align better with their needs over time.

10 August

Funds management

Assets under custody reaches $4.4t

Netwealth saw the largest percentage change in assets under custody in the first six months of 2021, rising 21.4%

MLC Life Insurance has been appointed by Energy Super as the provider of its Group Salary Continuance Insurance.

10 August

Funds management

BNP Paribas granted China custodian bank licence

The licence through BNP Paribas China Limited will allow BNP Paribas to support foreign institutional investors to

3 August

Funds management

Vote against continuous disclosure obligations: Labor

The federal opposition has called on Senate crossbenchers to “stand up for mum and dad investors” as they say

2 August

Funds management

Super funds to be probed on ASX ownership

A parliamentary inquiry will be looking into the implications of capital concentration and common ownership from

Strong suport for competition in super admin There is strong support for more competition to be injected into the superannuation administration market. Just weeks out from the Australian Competition and Consumer Commission (ACCC) making its final decisi

29 July

Funds management

Investment managers looking more to data

Under pressure of rising costs, increased transparency and performance demands, investment managers are relying on

JP Morgan becomes largest custodian JP Morgan supplants NAB Asset Servicing as Australia's largest overall custodian. JP Morgan has emerged as Australia's largest overall custodian, according to the latest data published by the Australian Custodial Serv

22 July

Funds management

Institutional investors grow RE alternative share

Institutional investors in Australia are well positioned to grow their share in the alternative real estate sector

28 May

Funds management

Global investor confidence surges on reopening optimism

The State Street Global Investor Confidence rose by the largest margin so far this year at 5.4 points in May on

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

11 May

Funds management

HUB24 and Clearview complete FUA transition

ClearView’s WealthSolutions Super, LifeSolutions Super and WealthSolutions IDPS have been transferred to HUB24 for

LGS joined the ranks of being a responsible super fund after being certified by the Responsible Investment Association of Australasia.

24 February

Funds management

Australian Ethical NPAT up 17%

Australian Ethical has announced its funds under management has reached over $5 billion during the first half of

2 February

Funds management

UniSuper ESG funds reach $10b FUM

The higher education industry super fund has reached the milestone across three dedicated environmental, social

14 January

Funds management

Australian Ethical hits $5b in FUM

This represents a 16.9% growth for the investment and super fund manager thanks to record net inflows and

Rice Warner argues the creation of scope for joint super accounts would help create greater clarity around male and female member investment.

8 December

Funds management

SS&C launches takeover bid for Link

Link may have been frosty about a private equity bid but is less so about a $5.65 bid from big technology player,

3 December

Funds management

Equity Trustees appointed as custodian of HomeCo’s REIT

The HomeCo Daily Needs REIT, which seeks to raise up to $300 million in funding, has announced that Equity

5 November

Funds management

Geared Aussie equity super funds best over 5 years

While super funds focused on geared Aussie equities returned higher than any other equity-focused super fund

Three-quarters of SMSF-focused advisers using platforms with established managed accounts are expecting to increasing their on-platform FUA, according to Tria.

20 October

Funds management

AMP NZWM moves to passive structure

AMP’s New Zealand Wealth Management’s new index-based investment approach will see funds transition by the first

The latest Chant West data confirms the degree to which unlisted allocations help industry fund performances.

20 October

Funds management

Macquarie outpaces rivals with $583b AUM

Macquarie Group has ranked as the largest asset manager in Australia with US$412 billion ($583 billion) in assets

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

13 October

Funds management

IFM Investors targets net zero by 2050

The fund manager has set up a taskforce to meet the goal, which is in line with the Paris Agreement.

28 July

Funds management

Increased tax implications from early access and switching

An increase in trading activity due to the hardship scheme and superannuation members switching to cash has pushed

VicSuper hands Metric Credit Partners a $100 million mandate to be invested in diversified Australian senior loans.

9 July

Funds management

Investors need better returns from FI

Investors in cash and Australian bonds who worry about rate cuts should consider exposure to corporate loans,

9 July

Funds management

Are PE-owned firms a better choice for hard times?

Private equity-companies have some structural advantages that allow them to navigate crises better, according to

25 June

Funds management

How to add infrastructure debt to your portfolio?

Although infrastructure debt is gaining popularity investors are still grappling with where it should sit in their

30 April

Funds management

Australia continues to draw private capital

Australia is well-positioned to be at the forefront of the future of private capital, with assets under management

AMP Capital has praised the move to make China A-share market more accessible for global investors, saying it will benefit Australian investors.

28 April

Funds management

Chinese equities curb losses better than global peers

Chinese equities have outperformed US, Japanese, UK, and European equities with a loss of 4.5% over the month of

Identifying what beneficiaries are asking for is the first step to ESG implementation, according to SSGA.

21 April

Funds management

Strong relationship between crisis performance and ESG

Companies focused on environmental, social and governance have reported better performance during the COVID-19

9 April

Funds management

Revalue unlisted assets more frequently – super funds told

Major consultancy Willis Towers Watson is arguing that super funds should be revaluing their unlisted assets more

7 April

Funds management

Raiz Invest loses 20.1% in FUM in March

The firm is reviewing staffing levels, senior management salaries, and directors’ fees as a result of the COVID-19

19 March

Funds management

Australia likely to enter recession

Investors should position their portfolios for the coming recession as Australia is expected to enter a recession

Investor confidence fell globally as aggressive easing by the European central bank was not enough to boost sentiment, according to State Street.

19 March

Funds management

Further underperformance likely for IOOF

IOOF has been identified by UBS as a stock that is ‘still at risk’ of underperformance as its shares fall 56%

10 March

Funds management

Defensive positioning to protect NGS from coronavirus fall-out

NGS Super believes its defensive positioning via exposure to alternative assets will help protect its portfolio

Major super funds have lost $5.6 billion thanks to declining fossil fuel stocks, according to Market Forces.

5 March

Funds management

UNSW to divest from fossil fuels

The University of New South Wales Sydney is moving away from investment in fossil fuels by 2025.

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