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NEWS AND RESEARCH
Nuclear weapons, the ultimate symbols of destruction, are bad, unless, of course, you’re a super fund quietly growing its portfolio off the back of…
The Australian Prudential Regulation Authority (APRA) has warned superannuation trustees to lift their game on managing fund expenditure, after…
Just three active asset managers are expected to attract net inflows over the coming year, according to Morningstar, with those specialising in fixed…
Treasurer Jim Chalmers says the best defence against global economic uncertainty is a more productive economy and a more sustainable budget.
Just before Israel’s strike on Iran and the US bombing over the weekend, institutional investors were reporting their strongest improvement in…
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
53.24 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
43.15 3 y p.a(%)
4
DomaCom Shoreline North Coogee
36.26 3 y p.a(%)
5
GAM LSA Private Shares AU I
35.87 3 y p.a(%)
SUPERANNUATION
Nuclear weapons, the ultimate symbols of destruction, are bad, unless, of course, you’re a super fund quietly growing its portfolio off the back of them....
The Australian Prudential Regulation Authority (APRA) has warned superannuation trustees to lift their game on managing fund expenditure, after identifying shortcomings i...
Treasurer Jim Chalmers says the best defence against global economic uncertainty is a more productive economy and a more sustainable budget....
Just before Israel’s strike on Iran and the US bombing over the weekend, institutional investors were reporting their strongest improvement in sentiment for 2025 so far, ...
Treasurer Jim Chalmers has hit back at critics of the Division 296 super tax changes, saying it shows commentators’ aversion to substantive tax reform....
PEOPLE & PRODUCTS
Australian Ethical has named its new head of equities, who previously spent 12 years at Perpetual....
HESTA has concluded one of the largest technology projects undertaken by an Australian industry super fund. ...
The country’s sovereign wealth fund has unveiled a flurry of changes to its leadership team, including the appointment of a key executive role. ...
With Damian Graham stepping into a new capacity within the $190 billion super fund ahead of his retirement, a global search is set to commence for his replacement....
Cbus has swiftly promoted Leigh Gavin to chief investment officer only months after naming him deputy, as the fund works towards growing in size and bringing its investme...
FUNDS MANAGEMENT
Just three active asset managers are expected to attract net inflows over the coming year, according to Morningstar, with those specialising in fixed income or private ma...
Taking a purely passive investment approach is leaving many investors at risk of heightened valuation risks, Allan Gray and Orbis Investments have cautioned....
Annual trimmed mean inflation saw a slight spike in April, according to data from the ABS....
Active managers say that today’s market volatility and dislocation are creating a fertile ground for selective stock picking, reinforcing their case against so-called “cl...
Platform leaders admit they’re operating under constant pressure and a persistent “state of paranoia” to keep pace with technology that is reshaping how clients access an...
FINANCIAL ADVICE
Morningstar believes there is still further to run with the potential takeover of Insignia Financial even with original bidder Bain Capital walking away....
Insignia Financial has announced the status of the two private equity bidders as due diligence comes to an end....
The future of superannuation policy remains uncertain, with further reforms potentially on the horizon as the Albanese government seeks to curb the use of superannuation ...
Superannuation funds will have two options for charging fees for the advice provided by the new class of adviser....
APRA’s latest data has revealed that superannuation funds spent $1.3 billion on advice fees, with the vast majority sent to external financial advisers....
INSTITUTIONAL INVESTMENT
BlackRock has reduced its exposure to Australian and European equities in favour of emerging markets....
Equity markets have surged ahead of fundamentals as institutional investors fall behind, according to Ten Cap Alpha Plus....
Local investors are leading the region in plans to boost private market exposure, as demand grows for innovative fund structures, resilient investments, and a more select...
Research shows institutional investors are increasingly turning to private credit, but the APAC region’s relatively small market size remains a key constraint....
The global financial platform has completed a Series F funding round, with superannuation funds participating in the round....
INSURANCE
The insurance company has joined this year’s awards as a principal partner....
The $135 billion fund has transitioned away from TAL Life Insurance following an “extensive tender process”....
The $80 billion fund is facing legal action over allegedly signing up new members to income protection insurance by default without active member consent....
In a Senate submission, the Financial Services Council has once again called for further clarification that the government will assess the consumer outcomes of group insu...
The Federal Court has ruled in favour of QSuper regarding non-payment of a total and permanent disablement benefit to a member....
From my perspective, 40- 50% of people are likely going to be deeply unhappy about how long they actually live. ...
Super director remuneration ...
No doubt true, but most of it is still because over 45’s have been upgrading their houses with 30 year mortgages. Money ...