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Distorted investment

Heatmaps, performance test inflict 27% hit on venture capital, private equity

Mike Taylor 22 November 2024 4 Comments

The degree to which heatmaps and performance tests have changed superannuation fund investment decisions on private equity has been laid bare.

Inspector Clouseau character

Federal Opposition maintains pressure on industry funds

Mike Taylor 22 November 2024 2 Comments

The Federal Opposition is maintaining pressure on the Govt over the ability of industry superannuation funds to pay fines from risk reserves.

Foothold

Clime registers own advice license

Mike Taylor 22 November 2024 No Comments

Clime Investment Management will maintain a foothold in financial advice beyond its sale of Madison with the establishment of Clime Advice.

Efficiency = speed quality over costs

Insignia CEO says priority is extracting efficiency

Mike Taylor 22 November 2024 No Comments

Insignia chief executive, Scott Hartley says the company is large but needs to become more efficient as nine brands are reduced to three.

Dividend payments hit new record

Global dividends hit Q3 record, while Australia trends down

Patrick Buncsi 22 November 2024 No Comments

Global dividends rose to US$431.1 billion (AU$661.6 billion) in the third quarter (Q3) of 2024, hitting a new record for the quarter.

Quality small caps stocks

Morningstar grows AdviserLogic team

Yasmine Raso 22 November 2024 No Comments

Research, ratings and investment solutions provider, Morningstar, has grown its AdviserLogic business development team with two new hires.

Ballot box Australia

Govt sets its pre-election retirement income agenda

Mike Taylor 21 November 2024 2 Comments

The Treasurer, Jim Chalmers has set out the superannuation and retirement incomes agenda the Govt will take to next year’s Federal Election.

Barbecue sausages

Tick, tock as super faces the inexorable election clock

Mike Taylor 21 November 2024 No Comments

As the Government faces into the forthcoming Federal Election the Treasurer’s superannuation/retirement agenda is hardly a barbecue stopper.

Magnifying glass and chart

APRA continues unlisted assets super scrutiny

Mike Taylor 21 November 2024 3 Comments

Just days after acting on HESTA, APRA has flagged its imminent release of a deep dive into superannuation funds and unlisted assets.

Rising arrow above super

Super returns headed for double digits in 2024

Staff Writer 21 November 2024 No Comments

Stronger share markets in November are likely to push superannuation fund returns into double digits to end 2024 says Chant West.

Hourglass and alarm clock

Funds lament Govt’s failure to legislate purpose of super

Mike Taylor 21 November 2024 No Comments

Australia’s major super fund group is lamenting the fact that legislation enshrining the objective of super has not passed the Parliament.