GLOBAL INVESTMENT INSIGHTS

Whitepaper - Mercer

Why invest in private markets?

There are three main reasons to invest in private markets – potential return enhancement, inflation protection and diversification. Most types of alternative investments offer some combination of these three desirable attributes.

In the past few years, demand has soared for private market assets as more and more investors have sought their diversification and improved outcomes. The COVID-19 pandemic has not dampened this shift, and many investors continue to be very active across private equity, private debt, and infrastructure, among others.

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January 2022

GII congratulates David Stuart on his appointment as the Chief Investment Officer (CIO) of Christian Super, replacing Mark Rider, who we reported earlier this month has taken up the CIO role at the newly merged entity between LGIAsuper and Energy Super.

Stuart joins from Tasplan where he most recently served as transition investment head for the last 18 months, guiding the fund through merger talks with MTAA Super.

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January 2022

Congratulations to Stuart Eliot and AMP on his appointment as the Head of Portfolio Management for its multi-asset group. Stuart will commence in the role in April 2022 and will work closely with AMP’s Chief Investment Officer, Anna Shelley, with responsibility for overseeing portfolio construction and asset allocation across the group’s investment portfolio.

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January 2022

GII congratulates John Lucey on his appointment as the Chief Investment Officer of Resolution Life Australasia. John is responsible for the overall investment strategy and management of investment activities, optimising returns in line with risk appetite, liability profile and capital requirements of the organisation.

Most recently, John held the CIO role at Avant Mutual Group where he had primary responsibility for managing Avant’s investment portfolios and diversification strategy. Leading the investment team in delivering an investment strategy, including portfolio construction, manager selection, lending finance and asset allocation activities.

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Angus McLeod, Lecturer, RMIT University & Swinburne University

GII is proud to partner with Angus McLeod who will Chair of our in-person investment forums and virtual roundtables throughout 2022 (and beyond).

He currently holds the position of Sessional Lecturer at RMIT University in the Master of Finance course. Angus has 25 years’ experience in financial markets, 12 of which he spent as an equity portfolio manager, most recently with Vanguard Australia, where he spent almost ten years of his career.

Angus shared his perspectives on developments in the university sector which has been deeply impacted by the COVID-19 pandemic. He also shared his views on investment markets and the key challenges and opportunities for investors, in this exclusive interview with GII.

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January 2022

GII congratulates Mark Rider on his appointment to the role of Chief Investment Officer of the merged LGIAsuper and Energy Super funds, representing 123,000 members, with AU$24 billion in assets under management.

He will commence in his new role from February 2022.

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Whitepaper - Deloitte

Deloitte’s Dynamics of the Australian Superannuation System report discusses the frenetic pace of change in the Australian superannuation industry and considers what the industry should expect in the next 20 years regarding the size of super assets, changes in market share of different sectors, shifting demographics and longevity in an ageing population and the dominance of superannuation assets relative to GDP.

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December 2021

GII congratulates Steward Tan on his appointment as the Head of Markets, Asset Allocation at Cbus Super, the AU$67 billion superannuation fund for the construction industry.

Steward is responsible for developing an investment strategy at the asset allocation level for Cbus diversified investment options and enhancing the fund's dynamic asset allocation process.

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15 December 2021

UBS Asset Management today announced it has been appointed by the NZ Super Fund to manage two passive equity mandates worth approximately AU$4.9 billion.

"This is an exciting opportunity to align with NZ Super Fund during a period of accelerated transition to a more climate aware investment environment and grow in order to support future New Zealanders in retirement,“ commented Drew Fowler, Head of Institutional Client Coverage – Executive Director.

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Webinar | Tali Sharot, Professor of Cognitive Neuroscience, University College London - December 21

In this ~50 minute webinar, Barry Gill, Head of Investments, UBS Asset Management speaks with Tali Sharot, Professor of Cognitive Neuroscience at University College London. They discuss the importance of emotion and motivation in altering beliefs, and how behavioural biases can both be an obstacle and a tool in influencing others.

They address the important question, “Do intelligent people find it more difficult to shift beliefs?”

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December 2021

GII congratulates Vasyl Nair on his appointment as Chief Executive Officer of Mine Super, a fund with ~$13 billion in assets under management, representing ~57,000 members from the mining sector.

Vasyl commenced in his new role on 30 November 2021, but has been in the Acting CEO position since March 2021, following the departure of Harry Mitchell (Ex-CEO of the Fund).

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December 2021

GII congratulates Akaash on his promotion to Manager Responsible Investment at HESTA.

Akaash has over 10 years experience in the delivery of responsible investment, more than three of those with HESTA. He joined HESTA in February 2018 as Senior Responsible Investment Adviser to support the implementation of HESTA’s leading Responsible Investment strategy, including climate change strategy and active ownership programs.

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