Investment Magazine | Intelligence for Institutional Investors
WEBSep 13, 2024 · Darcy Song August 22, 2024. Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
Bias towards yield drive State Super to Asian credit
WEB9 hours ago · The $37 billion State Super has been building up its exposure to Asian credits as chief investment officer Charles Wu says the sector is being slightly overlooked. With a 7 per cent net annual outflow, Wu says the fund has a natural bias towards yield instruments; it also means when it comes to managing investment risks, liquidity is more important than anything else in the portfolio.
Why the whole world is suddenly paying attention to Aussie super
WEBApr 4, 2024 · Save Article. As the assets under management in the Australian superannuation system continue to grow – now up to $3.7 trillion – and as populations around the world age, Australia’s compulsory savings regime is attracting global attention. While it has its shortcomings – including the need …
Funds keen but stay cautious on emerging markets
WEB1 day ago · For instance, Australia’s sovereign wealth fund – the Future Fund – saw its emerging markets holdings lift to 6.8 per cent in the March quarter, from 5.9 per cent a year earlier. By comparison, its global equities holdings jumped to 20.3 per cent from 17 per cent a year earlier, while domestic equities rose to 10.1 per cent from 8.8 per cent.
Most funds on track to producing a strategy as retirement income ...
WEBMay 11, 2022 · A little-known administrative hurdle is prohibiting tens of thousands of poorer Australians from accessing the tax-free account-based pensions, as most super funds have placed a minimum balance requirement – as much as $50,000 at funds including AustralianSuper and HESTA – on retirees to apply for an ABP.
Members ‘billions better off’ thanks to Australian funds’ lower costs
WEBMar 14, 2024 · Save Article. Australian superannuation fund members are billions of dollars a year better off than members of the average global pension fund, thanks to the Australian funds’ success in driving down investment costs, new research has revealed. CEM Benchmarking’s Australian Profit-to-Member Supers are …
$4 trillion super pool key to surviving big economic shifts: Treasurer
WEBSep 17, 2024 · The list references key findings of the government’s Intergenerational Report published late last year. “The flow of capital in our economy will help determine whether we succeed or fail amidst all this churn and change, and our almost $4 trillion super sector will be key,” Chalmers writes. At the same time, he sees no inconsistency ...
AustralianSuper’s lead on fund flows moderates
WEBJan 19, 2024 · The big eight profit-for-member funds took 80 per cent of natural flows in FY23, with mega-fund AustralianSuper leading the pack. But the nation’s largest fund also saw a slowdown in member switching, securing $9 billion, down from $14.5 billion the year before. APRA data suggests switching activity across the broader market has declined.
Educating Australians about a smooth retirement income with …
WEBMay 4, 2022 · The biggest risk many super fund members face is not investment volatility but rather not accumulating enough to live on in retirement. Australian Retirement Trust head of investment strategy Andrew Fisher takes Investment Magazine behind the scenes of a migration that saw 1.4 million members moved to a higher-risk, higher-return investment strategy, designed to help them accumulate more at ...
Responsible investment hits record in 2021
WEBSep 14, 2022 · Responsible investments in Australia hit a record $1.54 trillion of assets under management in 2021 according to the latest report from the Responsible Investment Association of Australia. The growth of the market has continued apace as climate change and sustainability tailwinds affecting all parts of the economy continues to build momentum.
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