UniSuper is on track to increase its allocation to unlisted assets by about 5 per cent due to a healthy pipeline of deals and the merger with Australian Catholic Super, John Pearce tells [i3] Insights.
Australian Retirement Trust CIO Ian Patrick says internalisation of asset management is not on the cards just yet, but leaves the door open to revise the fund’s position on the matter in the future
Resolution Life’s CIO for Australasia has been given the task to build an investment function and move away from a single manager model. We speak to John Lucey about the process
Sally Auld joined JBWere as CIO in the midst of the pandemic. We discussed how she has adjusted the asset allocation to cope with increased volatility and the turmoil that is yet to come
Strategic Asset allocation is at the heart of investment firm Sun Venture’s investment strategy, but before you set an SAA you need to understand the purpose, investment objectives and the drivers of the portfolio, Serene Tan says.
Walsh Bay Partners is a private wealth group providing personalised service to its clients with an institutional flavour to its investment advice. [i3] Insights speaks with CIO Tim Peters about what this means in practice.
Inflation has reached its highest point since the 1990s in Australia. We speak with the Future Fund’s Wendy Norris about how it is building inflation resilience into the portfolio.
Crestone Wealth Management’s Scott Haslem says it is time to rebalance fixed income allocations back to their long-term strategic weights, as bonds have a role to play again in protecting against a potential recession.
Rest has overhauled its investment and governance model, moving to a model with a single investment function. We speak with CIO Andrew Lill about the implications for the portfolio and the investment team.