Changes favor the investment style of smaller managers

Article Abstract:

The performance of smaller fund managers in the Australian market is examined in detail. They may perform especially well due to market conditions.

Portfolio management

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Fund trustees make a little progress in assessing their managers

Article Abstract:

Research in 1997 shows that many factors prevent specialist managers from performing better. Super fund trustees would have had better returns from their investments with balanced managers who invested in all asset classes. The investment management selection process should be done by professionals. Trustees should manage members' funds to the best of their ability.

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Super funds warm to global bonds

Article Abstract:

Fixed interest allows super funds to have a balanced approach. Correlations exist between the world's bond markets and the increasing difficulty that managers have in outperforming the market when using conventional fixed-interest management. A super fund may have high risk assets in property or equities, yet retain the risk profile of the complete portfolio.

Australia, Statistical Data Included, Column, Credit market, Credit markets, Bond funds, Pacific Investment Management Co., Bridgewater Associates Inc.

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