Insights

Sunsuper Provides Glimpse into Partnership Program

Five percent of your Portfolio will kill off the Rest: Sicilia

Innovation, Private & Alternative Markets

Globalisation is changing the very fabric of society, challenging cultural norms and testing the boundaries of social cohesion. But when it came to the economy, the increasing rate of technological breakthroughs would be of greater importance than globalisation, Sam Sicilia, Chief Investment Officer at Hostplus, argued at the [i3] Investment Strategy Forum last week. “Technology […]

Does Value-investing Still Work in the Digital Age?

Public Markets, Strategy

Allison Fisch is a Principal and Portfolio Manager at value investment firm Pzena Investment Management, specialising in emerging markets. She speaks with MarketFox columnist Daniel Grioli about the future of value investing in the digital age.

Tech Catches Up to Current Investment Thinking

Innovation

As more institutional investors move towards a whole-of-portfolio approach, they run into a problem: most of the technology platforms they use to keep track of their assets have not been built with that approach in mind. Instead, most systems available today were initially designed to compare the performance of a single asset class against a […]

Is Simple Always Better Than Complex?

MarketFox

In this last instalment, of the four part series on the criticisms of behavioural finance, MarketFox columnist Daniel Grioli brings it all together and makes the case for a framework that helps us decide how to choose between using heuristics and more complicated methods.

Adrian Orr and the Three C’s of Fund Operations

Strategy

Reserve Bank of New Zealand Governor urges Pacific Islands funds to be decisive but take a measured approach to restructuring their funds.

What Would Benjamin Graham Do Today?

Asset Allocation

If Benjamin Graham was still alive today, what would he make of today’s markets? Jason Zweig, who revised the latest edition of ‘The Intelligent Investor’, takes up the challenge.

Future Fund Replaces $14bn of Hedge Funds

Private & Alternative Markets

The Future Fund has replaced two-thirds of its hedge fund managers, or $14 billion worth of assets, in a four-year overhaul of its hedge fund portfolio, in an effort to reduce beta exposure.

AustralianSuper Revamps Risk Framework

Asset Allocation

AustralianSuper has unveiled its new risk framework, shifting to a total portfolio approach and flexibility to participate swiftly in direct markets.

The Competitive Advantage of Investment Governance

Asset Allocation

Pension funds should step up their game in investment governance and best practice if they are to remain relevant in the changing investment industry. As asset owners, consultants and fund managers are increasingly encroaching on each other’s territory, only those with superior decision making processes in place will survive, according to Sue Brake, Senior Investment […]