Is chasing lower taxes really a strategy for long term sustainable value creation?


Investors are just beginning to understand global tax issues and the risks associated with aggressive tax planning by the companies int their portfolios, Fiona Reynolds, managing director of PRI says there are a number of common-sense measures that companies should begin to put in place.   The 2014 G20 Summit to be held in Australia in November will consider a range of…

Defined contribution lessons
At the end of last year, 47 per cent of global pension assets were in defined contribution structures. As the trend towards defined contribution continues, one of the newest DC funds, the UK’s NEST, has some clear messages on what makes a defined contribution fund work. Chief executive, Tim Jones speaks with Amanda White.   The Towers Watson Global Pension Asset Study…

Benchmarking infrastructure a step closer
The first valuation and risk measurement model created for unlisted infrastructure debt has been developed, with the release of a paper showing the valuation of illiquid infrastructure project debt, taking into account its illiquidity and the absence of market price feedback, can be done using advanced, state-of-the-art structural credit risk modelling. The paper by EDHEC-Risk Institute is part of an ongoing…

UniSuper’s domestic equities bias
John Pearce recently notched up five years in the role of chief investment officer at the $37 billion Australian fund, Unisuper. Here he explains his fund’s bias to domestic equities and explains the parameters of the fund’s in house management program. David Rowley reports. John Pearce has a side bet with a member of his investment team that the Australian equity…

The changing nature of fixed income
As the fixed income asset class undergoes rapid change and the opportunity set expands, unconstrained bond funds have become popular. But as this article examines, with that expanded opportunity set comes new considerations including a wider risk/return spectrum among managers.   Trends in the global investment universe tend to come around every six months or so. Think risk parity, smart beta, and…

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Is chasing lower taxes really a strategy for value creation?

  • by
  • September 12, 2014

Investors are just beginning to understand global tax issues and the risks associated with aggressive ... [more]

NEST’s defined contribution lessons

At the end of last year, 47 per cent of global pension assets were in ... [more]

Benchmarking infrastructure a step closer

The first valuation and risk measurement model created for unlisted infrastructure debt has been developed, ... [more]

Real estate sector continues to lead on sustainability: GRESB

This year’s Global Real Estate Sustainability Benchmark (GRESB) reveals that sustainability reporting has improved in ... [more]

UniSuper’s domestic equities bias

John Pearce recently notched up five years in the role of chief investment officer at ... [more]

The changing nature of fixed income

As the fixed income asset class undergoes rapid change and the opportunity set expands, unconstrained ... [more]

The investment model for asset owners: is there a best-practice version?

  • by
  • August 27, 2014

In the last of a series of articles exclusively for www.top1000funds.com, Roger Urwin, head of ... [more]

McKinsey’s tips on sustainability integration

More companies are recognising sustainability as a core business issue, but according to McKinsey and ... [more]

Why Sunsuper likes hedge funds

One of Australia’s largest superannuation funds, the $27 billion Sunsuper, is adamant that it gets ... [more]