Friday, 18 May, 2012 3:09 AM AEST


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Investor Weekly



Battleground for MySuper

The debate around the selection process under the modern awards system comes down to one question: Is MySuper good enough?... read more »

A broader mandate

A permanently more volatile investment climate might require a rethink of institutional investment strategies, portfolio managers say.... read more »

Super funds caught under FATCA

FATCA could have a dramatic impact on Australian super funds, industry participants say.... read more »

Industry funds embrace ETFs

The ETF market could increase significantly now industry funds have embraced the products, providers say.... read more »

The year ahead

As the super industry is undergoing dramatic changes, we take a look at what is top of people's minds for 2012.... read more »

Pushing the limit

Is access to international funds decreasing as a result of fee pressure?... read more »

Asset Allocator of the Year

In an industry where the celebration of achievements has become a sub-sector in itself, the absence of a perspex prize for asset allocation lays bare an example of fundamental negligence.... read more »

Investor Weekly panel discussion

In the lead-up to the release of the peak consultative group report on Stronger Super, Investor Weekly scoped the views of some of the leading participants in the policy debate on superannuation.... read more »

Venturing beyond Australia

Australia needs to catch up with global venture capital policies and structures, Eagle Corporate Advisers' Brett Eagle says.... read more »

Why we need annual benefit projections

Annual benefit projections will help super funds engage with the widest possible cross-section of their members, Towers Watson consultant John Burnett says.... read more »

Franking credits revisited

Super fund investment managers say an emphatic no to suggestions franking credits be scrapped.... read more »

Tackling Taxation

Despite industry-wide consensus on the merits of after-tax reporting, there is little agreement on a practical solution to implementing the method, Wouter Klijn reports.... read more »

Adjusting to new investment realities

Investors need to start looking at the longer-term fallout and implications from the GFC and consider how to reflect these in their portfolios, Mercer Australia/New Zealand investment consulting business head Graeme Mather says.... read more »

Searching for a sustainable retirement income

A spate of high-yield and income funds has been launched in the Australian market in the past 12 months, seeking to tap into the needs of a swelling battalion of retirees. However, despite their apparent suitability to the super industry, are these the products institutional investors are waiting for or are they too much in the realm of the retail investor?... read more »

Will Chinese growth continue in 2011?

Much has been said about the economic outlook for the Australian economy in 2011, but what about the engine behind our economy: China?... read more »

Looking at big picture investing

Super funds have started to appreciate the merits of the big picture approach of thematic investors, but finding the best way to implement this style of investing in portfolios remains challenging, Wouter Klijn reports.... read more »

Succession planning a must for super funds

Succession planning remains a critical issue for the industry as super fund chairs seek directors with specialist knowledge and skills, says the CIE's Gabriel Szondy.  ... read more »

Investing for the long haul

With the first baby boomers reaching retirement age in 2011, the strains on the age pension system will increase sharply in the next decade. Wouter Klijn assesses the appropriate strategies for the later stages of life. ... read more »

Have industry funds lost their price advantage?

Something has been happening within industry funds. Slowly and very surely, industry fund prices have been rising, Tria Investment Partners' Andrew Baker has found. ... read more »

Financial condition reports a must post Cooper

Superannuation funds should introduce financial condition reports to manage the myriad risks that will need to be addressed post Cooper, says Mercer's Darren Wickham. ... read more »

Gearing up for Cooper's SuperStream

The Australian superannuation industry is going to have to work as one if the sector is to become an efficient machine in the 21st century. Fiona Harris investigates. ... read more »

ESG makes infrastructure more defensive

ESG issues impact on infrastructure stock performance and should be fully integrated into an investment process, writes CFSGAM's Peter Meany. ... read more »

Rethinking portfolio construction

Mercer explains how the firm applied the lessons learned from the GFC to its investment portfolios.... read more »

Is now a good time to go passive?

The logic behind passive investing in equity markets does not apply to the fixed interest market, PIMCO's John Wilson explains.... read more »

The next frontier

Increased life expectancy and a changing retirement landscape are posing a number of challenges for superannuation funds in addressing the post-retirement needs of their members. Christine St Anne reports.... read more »

Boring is a safe strategy for now

Boring is a sound investment strategy for now, Wingate's Chad Padowitz says. ... read more »

Thinking beyond BRIC

Australian superannuation funds should consider an increased allocation to the two outstanding emerging markets in the region, John Pereira says.... read more »

Active management in Aust equities - when does it work?

As many active managers have struggled to add value in recent years, Frontier's Natasha Kronouer looks at whether there is merit to maintaining an active strategy. ... read more »

'Chindia' defies private equity doomsayers

China and India are offering some sustainable opportunities in private equity investment, according to Adveq.... read more »

Participating in China's growth: go direct or indirect?

Accessing China via specialist China or Asian funds is a good option for institutional investors, according to Asia Pacific Asset Management.... read more »

Targeting the right default option

With more than half of Australia's superannuation assets held by members aged over 50, it is time to ask why typical default funds do not provide an adequate mix of growth and protection for all members, Deutsche Bank says. ... read more »

The quiet achiever

Superannuation Minister Chris Bowen recently moved into the portfolio without much fanfare, but the young cabinet minister has a clear view of what he wants to achieve in his new job and where he wants to steer the superannuation system. Alice Uribe reports.... read more »

Expanding the ESG horizon

By Joseph Fekete, Clearway Capital Solutions joint managing director and principal

While ESG strategies have been incorporated into mainstream asset classes, investors are now looking to include these principles in alternative assets. Clearway's Joseph Fekete assesses the trend. ... read more »

The Cooper review survival guide

By Adrian Johnstone

The motto 'be prepared' has informed the actions of the Boy Scout movement since it was coined by Robert Baden-Powell in 1907. Sequential's Adrian Johnstone thinks this is good advice for industry executives as the Cooper review unfolds.... read more »

An investment view on climate change

By Ed Smith

It is imperative superannuation funds consider the potential risks and opportunities that arise from climate change and how these can potentially be mitigated and accessed respectively, Frontier Investment Consulting's Ed Smith says. ... read more »

Asia transformed

Cover Story

By Christine St Anne

The Asian financial crisis of 1997 was the catalyst that drove companies in the region to transform into more disciplined operations. How is the region positioned to withstand the current global financial crisis? Christine St Anne reports.... read more »

The drive for capital

Opportunistic credit emerges

By Gary Stead, Shearwater Capital Group co-founder

Opportunistic credit has come onto the radar of institutional investors as supply and demand gaps in credit markets emerge. ... read more »

Can America reinvent itself?

By Christine St Anne

Futurist Keith Suter last year told a Sydney conference if the US can elect a young black president with Hussein as his middle name, then the country can reinvent itself.... read more »

 
 

 
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