NZ Super Strategic Tilting Top Contributor to Returns Asset Allocation & Strategy, Asset Owners, Chief Investment Officers New Zealand Super is well-known for its strategic tilting program and this program continues to be the key driver of the fund’s returns over the past five years Read More
Super Mergers of Equals Less Likely – Morningstar Asset Allocation & Strategy After years of consolidation in the superannuation sector, it is now less likely to see mergers of equals between super funds. Instead, the industry will continue to see smaller funds merge into the very large ones, according to Morningstar Read More
Setting a Pathway for SAA Changes Asset Allocation & Strategy, Asset Owners Changing the way a fund’s SAA is reviewed can lead to a stronger investment governance framework, State Super’s CIO says Read More
Are We at the Top of the Tech Boom? Asset Allocation & Strategy, Chief Investment Officers, Financial Crisis If we are at the top of the tech boom, then what should investors do with their portfolios? Well, that depends on your starting point, Bellmont Securities’ Michael Block says Read More
Super Funds Expect Lower Returns in 2026 Asset Allocation & Strategy, Asset Owners Super funds had a stellar year last financial year, but investors expect the current financial year to provide lower returns to members Read More
Why TAA Thinking Is Finding Its Place in Super Fund Portfolios Asset Allocation & Strategy, Opinion A growing number of Australian institutional investors are weaving tactical asset allocation into existing approaches, often within dynamic asset allocation programs. This trend reflects better data, stronger governance frameworks, and regulatory constraints, but above all a recognition that no single lens is enough to manage portfolios in today’s world, Michael Sommers writes Read More
Actuaries Institute Argues for New Super Risk Measure Asset Allocation & Strategy The Actuaries Institute has introduced a new superannuation risk measure that calculates the likelihood of not building up enough wealth for a comfortable retirement Read More
Bitcoin, Gaming and Gold ETFs Best Performers Asset Allocation & Strategy, Equities, Private Wealth Bitcoin, video games and gold ETFs are among the top performing ETFs in 2025, while healthcare, biotech and oil are among the worst Read More
2025 – The Year When Everything Went Up Asset Allocation & Strategy With most superannuation funds having reported their investment returns for the full financial year 2025, it is clear that it was a bumper year Read More
