TelstraSuper’s chief investment officer, Graeme Miller, believes his fund is in an ideal position when it comes to investing − large enough to negotiate attractive fees from external managers but sufficiently nimble and focused. The post TelstraSuper in ‘sweet spot’: Graeme Miller, CIO appeared first on Investment Magazine ..read more

Australia’s $1 billion industry superannuation sector is working with the Albanese Government on the next steps for the Housing Accord announced during the Federal Budget but the challenge is to develop new investments that meet super fund’s primary obligation to invest for the best financial interest of members. The post Super funds study housing accord appeared first on Investment Magazine ..read more

Equip Super hires two senior portfolio managers to strengthen its defensive assets, alternatives and real assets team at a time when public markets have been hit by inflation and fears of steep interest rate hikes.    The post Equip Super beefs up defensive, real assets investment teams appeared first on Investment Magazine ..read more

The $150 billion Aware Super is planning to step up its process of bringing more of its investments in house according to chief investment officer Damian Graham. The post Aware Super steps up inhouse investment strategy: Damian Graham CIO appeared first on Investment Magazine ..read more

The $1 trillion industry superannuation sector is pitching the benefits of its strong exposure to unlisted assets, amid questions over super fund valuations of private assets in fluctuating markets. The post Industry super funds pitch merits of unlisted investments appeared first on Investment Magazine ..read more

Portfolio construction aspects including poor alignment of the investment objectives and time horizon and using too broader a basket for benchmarking and comparisons are among the biggest risks to investing in real assets, according to Harsh Parikh. The post ‘Get the sensitivities right’: PGIM’s Parikh on allocating to real assets appeared first on Investment Magazine ..read more

Offshore is becoming attractive for funds willing to look outside the traditional staples of the asset class as long as they have the right team picking the right assets, a panel of consultants has discussed. The post Consultants cheer on funds looking offshore for real estate appeared first on Investment Magazine ..read more

While hospitality assets that were convention oriented will probably take longer to recover back to pre-COVID levels, these activities will come back and this mega trend will continue, Blackstone's Kathleen McCarthy says. The post Blackstone remains ‘high conviction’ on travel and entertainment assets appeared first on Investment Magazine ..read more

The dislocation caused by Covid will push along growth in specialty real estate fundamentals at the same time as managers are improving their systems and liquidity enters the market, Heitman's Caleb Mercer says. The post Nascent specialty real estate opportunities now coming of age: Heitman appeared first on Investment Magazine ..read more