Institutional investment

Changes to the superannuation regulations have potentially significant impacts particularly for self-managed superannuation funds (SMSFs), according to Cooper Grace Ward. The law firm’s partner, Scott Hay-Bartlem, said there were significant backflips fro

6 April

FSC releases Russian asset divestment guidance

The Financial Services Council has provided guidance to assist superannuation trustees and fund managers with

Amid all the reportage of the multi-billion dollar bid for private equity ownership of Fairfax Media’s most desirable assets, Rollover noted that one of the major backers of private equity outfit, TPG, was the Ontario Teachers’ Pension Plan.

10 March

Institutional investment

Schroders secures mandate from super fund

Schroders has announced the launch of the new fund for institutional investors after securing a foundation

QIC has established a Memorandum of Understanding with China’s Ping An Asset Management Company.

22 February

Institutional investment

Aussie instos look to China for improved returns

Australian institutional investors looking at Chinese onshore equity market cannot overlook the risks and its

2022-05-31 14:00:00

Knowledge Centre

Engagement, education, & supporting super members.

While the value of insurance in superannuation continues to be scrutinised, AIA Australia contends that engagement and education are key to balancing sustainability, suitability, and affordability for members.

AIA

1 February

Institutional investment

Cbus Super acquires stake in WA airport

Industry super fund, Cbus Super, has acquired a 33.3% interest in Perth’s Jandakot Airport’s joint venture.

Australia’s industry superannuation funds have turned their attention to agricultural investment, releasing a discussion paper which suggests that with the right incentives they would be prepared to direct funding to the area. Industry Super Australia (IS

27 January

Institutional investment

Packhorse acquires first NSW property

Regenerative agri business, Packhorse, which is aimed at institutional investors has given investors annual total

27 January

Institutional investment

Centuria secures $202m retail asset on behalf of insto mandate

Centuria Capital Group has announced it has secured an off-market $202 million asset on behalf of an existing

The lack of robust data is the most influential barrier for institutional investors to further incorporate environmental, social, and governance (ESG) into investment decision making, according to BNP Paribas Securities Services. BNP Paribas Securities Se

18 January

Institutional investment

Super funds not managing carbon will be left behind

Superannuation funds need to understand carbon productivity and efficiencies in their portfolios or they will lose

13 January

Institutional investment

Inflation to rise rapidly but not unexpected

It might be a good time now for investors to prepare their portfolios for high inflation and allocate to value

5 January

Institutional investment

Investor confidence down in December

The Investor Confidence Index dropped 25.9 points in December due to the Omicron emergence and the hawkish pivot

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

25 November

Institutional investment

Investor confidence down in November

State Street Investor Confidence Index has dropped 3.6 points in November to 110.5, driven down by falls in North

16 November

Institutional investment

NAB climate actions ‘beyond parody’

Despite releasing an oil and gas transition-focused policy, the bank is lending to Origin Energy that is pursuing

8 November

Institutional investment

IFM consortium to acquire Sydney Airport

The boards of Sydney Airport have recommended shareholders approve the 100% acquisition which will see security

28 October

Institutional investment

Investor confidence reaches three-year high

The State Street Investor Confidence index increased by 8.4 points to 114.4 from September’s revised reading of

30 September

Institutional investment

Investor confidence falls in September

State Street Global Market’s Global Investor Confidence Index fell four points in September to 105.9, driven by

21 September

Institutional investment

No common ownership issues in Australia

AustralianSuper has said it would not engage in activity that led to negative implications for common ownership as

21 September

Institutional investment

IFM confident Sydney Airport acquisition doesn’t break anti-trust laws

The industry superannuation fund investment manager is confident its consortium aiming to acquire all shares in

13 September

Institutional investment

Sydney Airport grants IFM due diligence for acquisition

The airport has received a third non-binding proposal from an IFM-led consortium for an acquisition and intends to

9 September

Institutional investment

Fund managers sacking super funds to get better margins

When superannuation funds are looking for scale benefits as part of a merger, they need to have negotiations with

There will be over 200 planners and over $21 billion in retirement income when First State Super acquires StatePlus.

8 September

Institutional investment

State Street acquires BBH

State Street is acquiring global asset services Brown Brothers Harriman and Co Investor Services for US$3.5

2 September

Institutional investment

Super boards at risk when delegating away investment responsibility

Superannuation boards which delegate away investment responsibility can expect to see increased scrutiny from the

The accelerating pace of the shift from the accumulation to the retirement phase will take some fund trustees by surprise, Rice Warner believes.

3 August

Institutional investment

Speculative class action ‘detrimental’ to IFM contractor

A “rather speculative class action” has a detrimental impact on IFM Investors’ half-owned contractor Tandem Corp,

Australian listed property has helped the median super growth fund return a respectable 7.5 per cent for the 2016 calendar year, according to Morningstar.

29 July

Institutional investment

North America boosts global investor confidence

Improved sentiment in North America saw investor confidence rise by four points in July, according to the latest

22 July

Institutional investment

Proxy advice changes could increase member costs

Proposed consultation by the Government on proxy advice could mean increased costs to super funds having to do the

US-based GQG Partners has been awarded its first Australian institutional global equity mandate by legalsuper.

20 July

Institutional investment

American Century Investments with NGS small cap mandate

NGS Super has awarded its $150 million global small cap mandate to American Century Investments.

20 July

Institutional investment

Aware Super backs Generate capital raise

The industry fund has committed to the capital raise which has seen the sustainable infrastructure company raise

Vision Super will achieve a reduction of 75 per cent of the carbon foot print benchmark by replacing companies with low carbon investments.

15 July

Institutional investment

Lack of consistent carbon reporting will lead to greenwashing

Without a consistent carbon reporting regime, super funds looking to target net zero emissions might end up

15 July

Institutional investment

IFM airport bid rejected by board

IFM Investors has been rejected in its bid for Sydney Airport with the board describing it as an “opportunistic”

13 July

Institutional investment

Regenerative agri business raises $62.5m in first round raise

Packhorse Pastoral Company, chaired by Hyperion’s Tim Samway, said the firm was looking to high-net worth

Plum Super has launched a new account-based pension to cater for both active and passive investor types. The Plum Retirement Income (PRI) offered two investment paths, the cultivator investment path and the self-select investment path. The cultivator offe

1 July

Institutional investment

Active management to navigate YFYS performance test: Cbus

While Cbus is mindful of the Your Future, Your Super performance benchmarks it will continue to rely on active

1 July

Institutional investment

Investor confidence down in June

Weaker sentiment among US investors coupled with uncertainty around the impact of the delta variant has driven the

15 June

Institutional investment

Detail needed when proxy voting differs to advice

Super Consumers Australia has said it will not support proposals that only disclose proxy advice received by

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

15 June

Institutional investment

New carbon risk management system for instos

Emmi will provide super funds and investment managers with the new benchmark to fill the gap in investment

10 June

Institutional investment

Disclosure changes open door for ‘reckless behaviour’

Changes to disclosure measures under the Treasury Laws Amendment (2021 Measures No.1) Bill could be a “green light

While dealing with the issue of career changes, Rollover notes that REST chief executive, Damian Hill is packing his shopping bags and heading for challenges next year.

10 June

Institutional investment

UniSuper-AMP Capital partnership to deliver $1b in retail development

AMP Capital has announced it has been on track to deliver close to $1 billion in retail development on behalf of

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

25 May

Institutional investment

Investment returns drive super assets beyond ERS

The strength of investment markets and generally improved member sentiment have seen growth in superannuation

18 May

Institutional investment

Insto investors targeted by regenerative agri business play

Hyperion’s Tim Samway has emerged as the chair of a $1.5 billion regenerative agri-business play aimed at

Social media advertising from three firms have been removed or amended after ASIC investigations.

6 May

Institutional investment

Global proxy adviser hits back at Treasury review

The Government risks reducing institutional investor rights by seeking to impose a new regime, according to global

29 April

Institutional investment

Investor confidence down in April

State Street's Global Investor Confidence Index dropped 1.5 points in April, driven by decreases in

22 April

Institutional investment

Investors regain faith in the US

There is renewed investor confidence in the US economy after a successful roll-out of vaccinations, according to

A Super Review survey has confirmed the ACCC is on the money in identifying that super funds regard technology platforms as being a key element in selecting admin.

13 April

Institutional investment

DNR Capital added to BT Panorama

DNR Capital Australian Equities Income fund has been added to BT Panorama’s superannuation and investment menus. 

Palisade and the CEFC have partnered to support $1 billion worth of renewable energy projects.

8 April

Institutional investment

IFM Investor’s firms boost renewable energy investment

Buckeye Partners and Nala Renewables have acquired a majority ownership in clean energy development investment

8 April

Institutional investment

Aviva Investors increases ESG engagement

Aviva Investors has increased its voting and engagement activity in 2020 and vote against 24% of management

6 April

Institutional investment

Members call on QSuper and Sunsuper to exit coal

Over 200 members from the superannuation funds have urged the funds to reconcile their stated commitments to

Investor confidence rises despite uncertainties Institutional investor confidence has risen despite continuing uncertainties in the US and Europe. Institutional investor confidence appears to be on the rise despite continuing political uncertainty in th

1 April

Institutional investment

Investor confidence up in March

European investor confidence rose 12.6 points to 90.7 and North American investor confidence grew 1.1 points to 94

25 March

Institutional investment

Australian investor sentiment up

Around 63% of the Australian investors expect to achieve better-than-average investment returns over the next 12

25 March

Institutional investment

Northern Trust AM launches climate aware strategy

Northern Trust Asset Management has launched a green transition index strategy for Australian and New Zealand

The Federal Government has been urged to increase funding for the Superannuation Complaints Tribunal in the May Budget as it again struggles to meet its workload.

23 March

Institutional investment

Instos have only made limited progress on systemic trends

Many institutional investors believe they are a lot more advanced than they actually are when it comes to tackling

23 March

Institutional investment

Rio implements measures to rebuild trust with Traditional Owners

Engagement by superannuation funds and institutional investors has led to the mining giant to introduce disclosure

23 March

Institutional investment

Largest Aussie companies failing on climate

Of the 12 companies pledged in the Climate Action 100+ agreement, none have aligned their capital expenditure with

18 March

Institutional investment

Cbus awards Impax with $240m climate mandate

The mandate with Impax Asset Management will focus on climate mitigation and adaption to help Cbus reach its goal

Market Insights

Engagement, education, & supporting super members.

1 June 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 1 week ago

OknFD

"In comparison with the majority of other wagering sites, 1xBet Betting Company sets itself up...

Budget changes fall short of objectives 2 months 2 weeks ago

ay

What a surprise. Get out of Super you meddling incompetent fools.

Problems loom for conservative choice products in performance tests 3 months 3 weeks 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 2 years 11 months 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 10 months ago

Axl

That's 'toe the party line'.

We aren’t anyone’s secretariat says AustralianSuper 1 year 11 months ago