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NEWS AND RESEARCH
Australia’s corporate regulator has been told it must quickly modernise its oversight of private markets, after being caught off guard by the…
ASIC chair Joe Longo has delivered a blunt warning to superannuation trustees, cautioning that board-level ignorance of member complaints and…
ART has cautioned regulators against imposing overlapping obligations on superannuation funds already operating under APRA’s comprehensive framework…
The super fund has appointed Simone Van Veen as chief member officer.
The partnership between HESTA and the global real estate investment firm has expanded, with the fund investing in European alternative property…
Institutional investors have boosted equity exposure in May as delayed tariffs and benign inflation conditions restore confidence in risk assets.
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
Australia’s corporate regulator has been told it must quickly modernise its oversight of private markets, after being caught off guard by the complexity, size, and opacit...
ASIC chair Joe Longo has delivered a blunt warning to superannuation trustees, cautioning that board-level ignorance of member complaints and internal failings will not b...
ART has cautioned regulators against imposing overlapping obligations on superannuation funds already operating under APRA’s comprehensive framework, saying that addition...
The super fund has appointed Simone Van Veen as chief member officer....
The partnership between HESTA and the global real estate investment firm has expanded, with the fund investing in European alternative property sectors....
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
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...
Governor Michele Bullock said the board debated a larger move but settled on a cautious 25 bp cut, while warning the RBA remains on high alert for a global financial shoc...
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
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....
Having finalised its partnership with IFM Investors just last week, UK pension fund Nest has confirmed its first major investment in the form of an infrastructure debt fu...
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 ...