The Art of Asset Allocation Asset Allocation & Strategy, Chief Investment Officers, Private Wealth, Women in Finance 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. Read More
Private Wealth with an Insto Flavour Asset Owners, Chief Investment Officers, Private Wealth 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. Read More
Inflation Resilience at the Future Fund Asset Owners, Chief Investment Officers, Leadership & Management, Private & Alternative Markets, Women in Finance 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. Read More
Bonds are Back Asset Owners, Chief Investment Officers, Fixed Income & Credit, Private Wealth 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. Read More
REST CIO on Investment Review Asset Allocation & Strategy, Asset Owners, Chief Investment Officers 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. Read More
Future Fund Restructures Investment Team Asset Owners, Chief Investment Officers, Women in Finance The Future Fund has restructured its investment team, creating new roles for three of its members, after the departure of CIO Sue Brake. Read More
Spirit Super – Managing Risk, Challenging the Future Asset Owners, Chief Investment Officers, Private & Alternative Markets Merely a year after the completion of the merger between Tasplan and MTAA, Spirit Super is already reaping the benefits of its larger scale in its real asset investments, Florence Chong writes. Read More
ART Portfolio Construction post Merger Asset Allocation & Strategy, Asset Owners, Chief Investment Officers In this interview, [i3] Insights speaks with Ian Patrick, Chief Investment Officer of Australian Retirement Trust, about the implications of the recent merger for the fund’s investments and the way it constructs portfolios going forward. Read More
NZ Super Embraces Sustainable Finance Asset Owners, Chief Investment Officers, ESG NZ Super has concluded a thorough review of its responsible investment framework and has decided there is room for improvement, CIO Stephen Gilmore says. Read More
