Institutional investment

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

25 June

Investor confidence reaches two-year high

Global investor confidence increased by 21 points during June, led by improved sentiment in North America and Asia

As part of its $30 million Social Impact Investment Trust, HESTA has invested in Horizon Housing to help low income earners achieve home ownership in Queensland.

25 June

Institutional investment

Cbus Super invests $49m in community housing

Cbus Super has invested $49 million in the National Housing Finance and Investment Corporate bond issuance.

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

23 June

Institutional investment

Insight introduces ESG rating for FI investors

Insight Investment has launched its new environmental, social, governance risk rating for fixed income investors

2022-04-30 14:00:00

Knowledge Centre

Investors play a vital role in reducing biodiversity loss

The negative impacts of biodiversity loss pose a systemic risk to the global economy. Now is a crucial moment to help mitigate the decline. Visit our hub.

Federated Hermes

16 June

Institutional investment

AusSuper reduces fixed income reliance

Fixed income during this downturn has not provided the same diversification or liquidity benefit as before,

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

16 June

Institutional investment

BNP Paribas AM supports climate change lobbying framework

BNP Paribas Asset Management is supporting the development of a framework on corporate lobbying and climate change.

16 June

Institutional investment

If recession continues illiquidity issues may be exposed

If the recession becomes longer lived than people perceive, industry super funds could run into illiquidity issues

Sustainability risk is becoming a new pillar of what trustees are going to have to look at but remains too subjective to benchmark, according to BNP Paribas Securities Services.

11 June

Institutional investment

ESG investing not simple

ESG investing is an attractive option that can generate solid returns for ethically-minded investors, but requires

9 June

Institutional investment

Tech to drive ESG proxy voting

Proxy voting will be enhanced by technology driving information accessibility, data, transparency and

Private market providers across Asia-Pacific could potentially fill gaps existing from government sponsored retirement systems and employer-sponsored pension arrangements, according to global consulting firm, Milliman. A survey of insurance companies and

9 June

Institutional investment

APAC investors most optimistic

Institutional investors across the Asia Pacific region were the most confident about meeting their short and long-

4 June

Institutional investment

Accessible infrastructure investments via super needed for recovery

Australia’s economic recovery can be helped by democratising investment in critical domestic infrastructure

28 May

Institutional investment

Global investor confidence increases in May

The State Street Investor Confidence Index increased this month, largely driven by a boost in Europe.

Dutch-based asset manager Robeco has been awarded a $265 million investment mandate from superannuation fund Tasplan for its enhanced low-volatility Global Conservative Equities strategy. The mandate was confirmed by Tasplan’s head of listed investments

21 May

Institutional investment

State Super awards global equities mandate

State Super has announced it has awarded a concentrated equities mandate to Neuberger Berman.

14 May

Institutional investment

ME Bank has never delivered a dividend

The industry superannuation funds which are shareholders in ME Bank have never received a dividend from its

7 May

Institutional investment

Tax a blind spot when funds adjust strategies

Superannuation funds should not neglect the tax implications when readjusting their investment settings, according

30 April

Institutional investment

Asian investor sentiment plummets

Global investor confidence dropped in April, thanks to weaker economic data in Asia and concerns over the region’s

SMSF Association chief executive, Andrea Slattery has urged the incoming Government to address the need to make infrastructure investment easier for SMSFs.

23 April

Institutional investment

Unlisted assets should be valued at least quarterly

Amid a rush of recent downward revaluations of unlisted assets, major consultancy, KPMG is recommending quarterly

Funds can increase their realised returns and lower their overall volatility through a diversified growth strategy, according to Investec Asset Management.

14 April

Institutional investment

DRPs needed for retirees reliant on dividend income

The big four banks need to utilise underwritten dividend re-investment plans to avoid further strain on the

European and North American institutional investors have demonstrated increased caution in August, according to the latest State Street Investor Confidence Index (ICI). The data, released this week, revealed the index decreased by 2.1 points to 106.8 with

2 April

Institutional investment

Investor confidence hints at some hope

The relative resilience of US investor confidence might hint at an element of hope that this downturn will be

Despite last year’s volatile market conditions, the median balanced options still returned a solid 5.6 per cent for 2015.

2 April

Institutional investment

Elevated volatility leading to higher equity and debt risk

State Street’s systemic risk index is approaching its highest levels on record, making it too soon for investors

Global investor confidence dropped 8.3 points in August with poorer than expected earnings taking the wind out of US institutional investors’ sails, according to State Street.

26 March

Institutional investment

Global investor confidence declines 4 points in March

The State Street Investor Confidence Index dropped to 74.5 for March, due to COVID-19 concerns, although the Asian

The reduction in barriers for those over age 65 to downsize their home introduced in the Government’s Budget is great news for wealthy people but not a good idea for the masses, Rice Warner believes. The measure will allow those aged 65 and over to make a

19 March

Institutional investment

TWUSuper acknowledges ‘embedding’ personnel in TWU branches

TWUSuper has acknowledged to a Parliamentary Committee that it has personnel embedded within branches of the

19 March

Institutional investment

Aussies need to understand risk in super

Australians should take note of what risk their superannuation fund is taking and how it changes risk weightings

While education about securities lending is helping to reduce the negative stigma attached, portfolio managers are still on the cautious side, BNP Paribas Securities Services believes.

16 March

Institutional investment

UniSuper suspends stock lending program indefinitely

The industry superannuation fund is restricting the ability to short-sell while the market is gripped by panic.

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

12 March

Institutional investment

HESTA pledges to low-carbon economy initiative

The Transition Pathway Initiative would help investors understand how companies were managing climate change and

The Tax Practitioners Board has extended the ability of BAS agents to handle some super-related issues.

11 February

Institutional investment

Custodian role evolves over last decade

The role has expanded as the demand for services, including ESG screening, data and regulatory compliance grows,

11 February

Institutional investment

Pension funds increase alternative assets allocation

The global institutional pension funds are shifting their allocations to alternative assets, according to the

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.

4 February

Institutional investment

Liquidnet’s institutional trading volumes up

Liquidnet, an institutional investment firm, has posted a 24% y/y growth in institutional trading volume in

30 January

Institutional investment

Investor confidence declines in January

The State Street Investor Confidence Index has declined in January by 3.2 points to 76.5, with the largest fall

23 January

Institutional investment

Outsourcing ESG methodology no longer enough

It will not be long until asset managers and institutional funds cannot keep environmental, social, and governance

The absence of adequacy or a standard of living in the Government’s objective of super definition can ignore qualitative outcomes, WIS believes.

14 January

Institutional investment

UniSuper only paying lip-service to sustainable investment

Market Forces has launched a campaign with UniSuper members to pressure the fund into divesting from companies

7 January

Institutional investment

Aussie cities drop in REIT rank

Sydney and Melbourne have fallen in their ranks as sustainability factors are incorporated into Heitman real

Rice Warner argues the creation of scope for joint super accounts would help create greater clarity around male and female member investment.

17 December

Institutional investment

LGS to continue partnership with JP Morgan

Local Government Super has signed a five-year contract extension with JP Morgan to continue to provide custody

3 December

Institutional investment

Which super funds have the most consistent returns?

While a Russell and an Australian Ethical balanced fund have returned consistently in the first quartile over all

3 December

Institutional investment

Super engagement would rise with ESG

Australians would engage more with their superannuation if funds reported on environmental, social, and governance

28 November

Institutional investment

Investor confidence up 1.7 points in November

The State Street Global Markets Investor Confidence Index was at 80.9 for November, but is still below the neutral

26 November

Institutional investment

ACSI welcomes Westpac CEO and board change

The bank needs a further board renewal in the new year to help rebuild public trust in the wake of its money-

7 November

Institutional investment

Govt urged to incentivise super funds

Incentivising superannuation funds to invest in infrastructure and venture capital will better serve the economy

7 November

Institutional investment

Rest awards absolute return mandate

Payden and Rygel have secured the mandate with its absolute return fixed income strategy which focuses on downside

5 November

Institutional investment

Investor confidence declines in October

Confidence dropped 0.9 points to 79.2 as US investors react to deepening geopolitical risks, according to State

29 October

Institutional investment

TCorp’s green bond shows sustainable outcomes for NSW

A new report on TCorp’s inaugural green bond programme has outlined the impact the financing of the projects has

Super funds should avoid under-diversifying and prioritise country selection when it comes to emerging markets, according to a fund manager.

8 October

Institutional investment

EMD is more than one asset class

Institutional investors need to consider emerging market debt as three separate asset classes to find attractive

26 September

Institutional investment

Europeans reallocate to UK

European investor confidence rose 18.5 points in September thanks to the FTSE rising back to pre-Brexit vote

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.

12 September

Institutional investment

US/China ‘irreconcilable differences’ to exacerbate global growth

Global growth restructuring, the tense US/China relationship, and central banks failing to meet 2% inflation

12 September

Institutional investment

APRA and RBA up their interest in climate change

Autumn 2019 was ranked as the second-highest Autumn for extreme temperatures since 1981, according to the

6 September

Institutional investment

Should super targets be lower?

Super funds are not communicating to members that their investment targets are not taking into account the new

5 September

Institutional investment

Neuberger Berman tops UNPRI scorecard

The investment manager integrates ESG by reviewing securities that are likely to financial benefit or suffer from

29 August

Institutional investment

Funds look to illiquids for yield

Superannuation funds are increasing their weightings towards alternatives, private equity, private debt,

VicSuper hands Metric Credit Partners a $100 million mandate to be invested in diversified Australian senior loans.

15 August

Institutional investment

US bond inversion no reason to panic

A yield curve inversion is not the harbinger it once was, according to JP Morgan Asset Management.

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

6 August

Institutional investment

Smaller firms lag on ESG reporting

Only 35 of the ASX 101-200 companies have ‘detailed’ or ‘leading’ ESG reporting levels, the lowest standard within

Superannuation funds and other institutional investors have not had enough incentive to invest in affordable housing in Australia, according to the Federal Treasurer, Scott Morrison. Addressing an Australian Council of Social Services (ACOSS) event in Vic

30 July

Institutional investment

HESTA aims to address housing affordability

Super fund HESTA has announced a $20 million investment in Melbourne’s apartment project, aimed to improve housing

Market Insights

Investors play a vital role in reducing biodiversity loss

1 May 2022

OknFD

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

Budget changes fall short of objectives 1 month 2 weeks ago

ay

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

Problems loom for conservative choice products in performance tests 2 months 2 weeks ago

Your kidding me

So, the whole stapling reform was to encourage new workers to make nominate a fund to be stapled to...

ATO questioned over lack of superannuation stapling advertising 2 months 4 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 10 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 9 months ago

Axl

That's 'toe the party line'.

We aren’t anyone’s secretariat says AustralianSuper 1 year 10 months ago