illiquid assets

Uncategorised posts

OECD flags enduring obstacles to illiquid investment

A recent OECD report argues that pension funds have a vital role to play in helping finance the COVID recovery in areas like infrastructure and SME investment. Yet it also warns of pension funds’ limitations when it comes to investing in illiquid assets, and the risks.

Sarah RundellJanuary 5, 2023

COVID-19

Crisis highlights agency issues in Oz

The current coronavirus crisis has created investment governance challenges for Australia’s superannuation funds – with regard to liquidity requirements – that are relevant to any DC scheme which invests in illiquid assets. It highlights the potential impact of agency issues on decision-making during a crisis environment.

David BellApril 27, 2020

Investor Profile

Hostplus wins with illiquid assets

The $25 billion Australian retirement fund for hospitality workers is able to invest in illiquid assets such as infrastructure due to its young membership. The approach has led to top-ranked returns.

September 10, 2018

From the CIO’s chair

Looking for illiquidity

National Employment Savings Trust CIO Mark Fawcett says the fund is leveraging its growth to pursue illiquid assets for premium returns, greater diversification and reduced volatility.

Mark FawcettMay 4, 2017

Investor Profile

Coal pension burns for cash flow

Coal Pension Trustees Services includes a sizeable allocation to equities and is making a move into illiquid sectors such as shipping assets – ‘floating property’ – to generate cash flow.

Sarah RundellMarch 13, 2017

Research

Balancing the long and short of it

Recent reports highlight challenges sovereign wealth funds face in reconciling long- and short-term objectives – and how success in private markets comes from finding and developing talent.

Amanda WhiteJanuary 4, 2017

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