by Steven | Sep 27, 2022 | Trialogue
There has been a lot said over the past few years about “rise of the (superannuation) titans”. ‘The Titans’1, having now well and truly risen, and with the contributing industry and regulatory conditions generally well understood, we thought it worth a discussion on...
by Steven | Aug 25, 2022 | Trialogue
We have previously cautioned managers on sprinting headfirst into the active ETF market, which is much more complex than it appears. Those complexities notwithstanding, we remain (sensibly) bullish on the future of the Australian active ETF market. It has been a tough...
by Steven | Jul 26, 2022 | Trialogue
Performance Based Fees: a lot more complex than you’re likely giving them credit for, and that may come back to bite you. Previously the purview of hedge funds and private equity, performance-based fees (PBFs) are an increasingly popular way for retail asset managers...
by Steven | May 25, 2022 | Trialogue
Global Fixed Income strategies could provide a (increasingly rare) refrain from the beleaguerment faced by institutional asset managers. We’ve said a lot about the challenges institutional managers are going to face over the next decade; margin compression, increased...
by Steven | Feb 14, 2022 | Trialogue
Large super funds are increasingly internalising asset management functions in a bid to cut costs. With industry consolidation quickening, most super assets will soon be managed by funds with mature internal management capabilities – this has serious ramifications for...
by Steven | Dec 8, 2021 | Trialogue
The growing gap between consumers’ protection needs and the risk advice industry’s capacity to meet them is the widest for advisers who service middle-class Australians. Hurdle after hurdle The Australian risk market has seen more than its fair share of hurdles in the...