Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 80 results for "Internalisation"

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... the weeks ahead, this could open the door to buying opportunities. But so far, the fund has made few changes. Internalisation Cbus manages about 36% of its portfolio internally, with plans to lift that figure to around 50% by 2028. Reaching that number ...

APRA levy to cost $243m in FY26

KARREN VERGARA  |  FRIDAY, 28 MAR 2025
... liquidity risk management. "APRA is finalising its initial review into trustees' approaches to investment management internalisation as bringing investment functions in-house can lead to meaningful changes in an RSE licensee's risk profile. APRA will ...

Cbus recruits lead for new core equities portfolio

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... team of investment professionals from around 115 to 150 over the coming years. "The shift to a higher level of internalisation has delivered strong results for members, including contributing to an overall saving of investment fee and cost savings of ...

AustralianSuper wins fund of the year

ANDREW MCKEAN  |  MONDAY, 6 JAN 2025
... deliberate choices in its operating model to be either more effective or more efficient (or both) such as the internalisation of many investment teams and critical member engagement points. However, "we expect our personnel growth to materially slow ...

AustralianSuper well placed to achieve mega-scale ambitions: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 15 NOV 2024
... in individual teams and capabilities. Following a period of rapid growth and impressive hires in support of its internalisation program, such as head of equities Mark Hargreaves, Morningstar said employee retention is now a watchpoint given some key ...

Acadian, Yarra among most commonly used external managers by super funds

ANDREW MCKEAN  |  THURSDAY, 26 SEP 2024
... likelier to face capacity constraints. The report added although many larger funds continue to push for increased internalisation, going solo isn't always the best way forward; sometimes the experts need to be called in. "While insourcing investment ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... during this transition," Allen said. Allen also pointed to shifting industry dynamics such as client consolidation, internalisation of investment management, and ongoing margin pressures driving the decision. The four units account for 5.8% of FSI's ...

Internal teams to manage 43% of super FUM by 2043: Data

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
... will be held by retail funds, driving one-third of all FUM into the hands of internal investment teams. So, while internalisation has already had a significant impact on the local funds management sector, things are set to get even more uncomfortable ...

Rest names internal global equities lead

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... management capability, implementing an active, fundamental stock-picking strategy that complements Rest's investment internalisation strategy. Mercado will report to Rest's head of listed assets Kiran Singh, anchoring his role in Sydney. He was previously ...

BNP Paribas to sharpen efforts down under

CHLOE WALKER  |  TUESDAY, 7 NOV 2023
... APAC Brian McCappin spoke of the current state of the market, highlighting three major themes: consolidation, internalisation and internationalisation. "Obviously, we've seen Aussie super funds coming together and they're growing through combination," ...
PAGE:
1
2
3
4
5
6
7
8
PREVIOUS
NEXT

Editor's Choice

Nominations open for 2025 Power50

STAFF WRITER
Nominate now in the 2025 FS Power50.

US-Iran tensions send markets into panic mode

ELIZA BAVIN
Global markets are bracing for fallout after the US conducted strikes with B-2 Stealth bombers on three Iranian nuclear sites over the weekend.

ESSSuper, UniSuper spearhead member satisfaction

KARREN VERGARA
ESSSuper and UniSuper lead the way for the significant increase in superannuation member satisfaction, a new survey from Investment Trends reveals.

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs.

Videos

Brought to you by
MORE VIDEOS

Products

Financial Standard Guide To Series

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.
MORE INFO
Financial Standard Publisher's Forum

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.
MORE INFO
Financial Standard Product Showcases

Product Showcases

Putting the spotlight on investment products that matter.
MORE INFO

Expert Feed

Industry Events

MORE INDUSTRY EVENTS
JUL
3

Consumer Finance Awards 

JUL
15

Advisers Big Day Out - Hobart 

JUL
17

Advisers Big Day Out - Geelong 

JUL
18

Advisers Big Day Out - Mornington 

JUL
22

Advisers Big Day Out - Cairns 

Featured Profile

MORE PROFILES
John Burke

John Burke

GLOBAL CHIEF EXECUTIVE OFFICER
BENNELONG FUNDS MANAGEMENT LTD
Bennelong Funds Management is like a mainline into the jugular of Australia's financial advice sector, with more than 6500 advisers channelling capital to its funds. But its global chief executive John Burke says the job's not done yet. Andrew McKean writes.
READ MORE
The Financial Standard podcast
Tune in each week as we discuss the latest developments in Australia's wealth management industry.
Financial Standard podcast
Spotify
Apple Podcasts
Amazon Music
YouTube
Follow Financial Standard on Facebook
Follow Financial Standard on Twitter
Follow Financial Standard on LinkedIn
Follow Financial Standard on Instagram
ISS - Institutional Shareholder Services, © Copyright 2025, All Rights Reserved
MarketSage  -  MarketPulse  -  MarketPro  -  Media