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NEWS AND RESEARCH
The fund has confirmed the departure of its chief investment officer Andrew Lill after a five-year tenure.
In this edition, Aware’s head of investment strategy Michael Winchester reflects on how the fund responded to shifting market conditions over the…
Super funds have significantly increased their ownership of Australian banks in recent years, a trend analysts attribute to the sector’s robust…
A financial adviser has outlined how forming relationships in the workplace could help women progress in their careers.
Australia’s super funds have invested approximately $3.4 billion in nuclear weapons companies, with only a few funds, like Hostplus, making…
A new report suggests that while economic and geopolitical uncertainties are weighing on overall M&A activity, instos are still seeking…
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
Spire Oaktree Opportunities XI First Close USD
66.48 3 y p.a(%)
2
DomaCom Lot 21 Chellaston Road Munno Para West SA 5115 Australia
31.89 3 y p.a(%)
3
Fidante Credit Suisse Global Private Equity
29.80 3 y p.a(%)
4
DomaCom 4/27 Crombie Avenue Bundall QLD 4217 Australia
27.33 3 y p.a(%)
5
CFS Acadian Wholesale Global Equity Long Short A
26.35 3 y p.a(%)
SUPERANNUATION
In this edition, Aware’s head of investment strategy Michael Winchester reflects on how the fund responded to shifting market conditions over the last few years and where...
Australia’s super funds have invested approximately $3.4 billion in nuclear weapons companies, with only a few funds, like Hostplus, making significant divestments....
The trading platform has announced its acquisition of Australian investing app Spaceship as it seeks to include superannuation offerings in its portfolio....
While industry funds maintain their lead in Australia’s superannuation market, retail funds have been showing signs of recovery....
A professional has warned that the growing influence of superannuation funds on Australia’s economy could present increasing risks, after the RBA outlined a similar senti...
PEOPLE & PRODUCTS
The fund has confirmed the departure of its chief investment officer Andrew Lill after a five-year tenure....
The super fund has appointed a new general manager to enhance its compliance framework and practices....
The fund has announced a new director to succeed Sally Evans, who departed the fund earlier this year. ...
The newly created role has been described as a “significant step forward” in the fund’s evolution as a major global investor....
The fund has appointed a senior legal professional to the newly created role....
FUNDS MANAGEMENT
Super funds have significantly increased their ownership of Australian banks in recent years, a trend analysts attribute to the sector’s robust growth rather than a shift...
Industry funds remain at the forefront of the unlisted asset class, with their strong investment appetite for unlisted infrastructure, property, and private credit showin...
The proposal to allow first home buyers to access their super could significantly harm super funds’ investment strategies and retirement outcomes, particularly for smalle...
Australian Retirement Trust, State Super, and Macquarie Asset Management have announced the sale of their interests in the regional airport operator....
Morningstar’s latest report has shed light on super funds’ appetite for external managers amid a growing internalisation trend....
FINANCIAL ADVICE
The fund has launched a new tool to help deliver personalised financial education and digital personal advice to eligible members....
The industry body has recommended an approach that recognises unique advice needs, noting current super regulation and legislation is “overwhelmingly designed with simple...
The first Delivering Better Financial Outcomes bill passed the Senate on Thursday afternoon before sailing through the House of Representatives a few hours later as a mat...
The SMC has come under fire over the past week following a statement in which its CEO referred to advisers as “dodgy”....
Super funds are ramping up their financial advice offerings, with ART confirming it is already on the path to implementing a new single intra-fund advice program....
INSTITUTIONAL INVESTMENT
The sovereign wealth fund has shed light on its voting activity in financial year 2024, which saw it take a stand against Woodside’s climate plan and numerous ASX 200 rem...
Investor risk appetite saw a modest pickup at the end of August after investors took a cautious stance at the beginning of the month, a global firm has found....
Stafford Capital has secured a $220 million mandate, its second co-investment with a super fund in recent weeks....
The $83 billion industry super fund is continuing its strategic partnership with a boutique investment firm. ...
The fund has acquired a 19.8 per cent interest, alongside QIC, in the owner of the largest toll road network in Victoria....
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 ...