Parametric

Global investment manager Parametric (part of the Morgan Stanley group of companies), which advise on over $378 billion in assets, this week highlighted key issues with the impending Your Future Your Super (YFYS) legislation. Among its views was the need for many funds, but particularly those with weaker recent performance, to “focus on the basics”…

Retail Employee Superannuation Trust (Rest), one of Australia’s largest super funds, with over $60 billion in assets and more than two million members, has appointed Parametric and Calvert Research and Management (Calvert), to manage the equities allocation across the newly launched Rest Sustainable Growth Option. The Rest Sustainable Growth Option is a diversified portfolio with enhanced…

Given the Retirement Income Panel’s work over the past year, super funds need no more motivation to answer the critical question: how can funds deliver an adequate pension to retired fund members? The question, however, can’t be answered without determining what an ‘adequate’ pension is. This ResearchBite considers how a hypothetical fund creating an income-targeted…

Superannuation funds need to get on the front foot and respond to the strategic challenge of developing good retirement solutions now. Although superannuation funds can follow the Government’s legislative timetable to develop a Comprehensive Income Product for Retirement (CIPR) by 1 July 2022, that’s hardly an optimal outcome for fund members who have retired or are making retirement plans now.