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Insights articles by Wouter Klijn

Hedging Against the Magnificent Seven

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Philip Moffitt, Director of Green Road Consulting and Board Director of Aware Super

Decision Making Is A Skill

Behavioural Finance, Leadership & Management

Making good decisions is a key attribute of successful investors and there are ways to improve your decision making, Philip Moffitt says

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Hiroshi Shimizu, President of Nippon Life

Nippon Life Acquires Resolution Life

Insurance

Nippon Life has acquired Resolution Life and will merge Resolution’s Australasian business with MLC Life

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Susan Chau, Head of Equities and Responsible Investment, Mine Super

Constructing Equity Portfolios with Small Caps

Asset Owners, Equities, Women in Finance

Including small caps into portfolios requires a different approach in Australian equities than it does in international equities. But a thoughtful approach can add significant alpha, Mine Super’s Susan Chau says

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Dan Wells (l) and Richard Thompson (r), both Partners and Members of the Investment Committee at Foresight Group

European Energy Transition Will Require Cross-border Integration

Infrastructure, Private & Alternative Markets

In order for the European energy transition to be successful, investors will need to look for assets that connect energy systems across countries and continents, thereby unchaining themselves from the fickleness of weather patterns, Foresight says

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Chris Davies, Chief Executive Officer, TelstraSuper

Telstra and Equip Sign Binding Merger Agreement

Asset Owners

TelstraSuper and Equip Super have signed a binding Heads of Agreement to proceed with the merger between the two funds.

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Alexandra Veroude, Senior Consultant, Frontier Advisors

Frontier Advisors Appoints Senior Consultant

Appointment

Frontier Advisors has appointed Alexandra Veroude as a Senior Consultant in Frontier’s Capital Markets and Asset Allocation Team

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Mark Hargraves, Head of International and Private Equity, AustralianSuper

AustralianSuper Hires for Internal International Equities Team

Appointment, Asset Owners, Equities

AustralianSuper has expanded its International Equities team with three new hires, in an effort further internalise the management of international equities

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Michael Block, Chief Investment Officer, Bellmont Securities

YFYS Takes Risk Management Tools Away

Asset Allocation & Strategy, Chief Investment Officers, Private Wealth

The introduction of the YFYS performance test and the subsequent move by super funds towards more passive strategies has put these funds in the difficult position where they are less able to protect members from large market draw downs, Bellmont’s Michael Block says

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Anne-Christine Farstad, Portfolio Manager, MFS Investment Management

US Exceptionalism is Biggest Contrarian Trade

Equities, Women in Finance

With US exceptionalism reaching record levels, European companies display far more attractive valuations than their US counterparts, MFS says

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. [i3] seeks to challenge traditional paradigms, instigate change as well as inspire new thinking . It will provide an independent platform for institutional investors and asset owners to be kept abreast of global thought leadership, latest ideas, academic research and best practices. By fostering interactive dialogues, encouraging debates and peer-to-peer sharing, [i3] creates an environment for investors to re-visit fundamental beliefs, challenge existing norms as well as embrace new ideas.

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