GLOBAL INVESTMENT INSIGHTS

June 2025

Global Investment Institute congratulates David Iverson on his promotion to the role of Chief Investment Officer at Accident Compensation Corporation (ACC).

The ACC is New Zealand’s government agency providing no-fault injury cover and rehabilitation support to residents and visitors with NZ$49 billion of assets under management.

David most recently served as Head of Dynamic Asset Allocation at ACC. Before that, he spent nearly 12 years as Head of Asset Allocation at NZ Super Fund.

We wish David all the best in his new role and continued success to the team at ACC.

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June 2025

Australia’s superannuation system is one of the fastest-growing institutional pools of capital globally. Currently with A$4.2 trillion (As at March 2025) in assets and expected to exceed A$13.5 trillion by 2045.

Australia’s system sits at the intersection of growth, scale, and openness to global investment ideas. With approximately 100 regulated super funds and a small group of outsized funds influencing the majority of flows, building strong relationships in this market can lead to meaningful long-term partnerships.

While other markets are focused on protecting capital or managing outflows, Australia is still looking to deploy capital into global markets. For fund managers with strong performance, ESG alignment, and the ability to articulate a clear value proposition, the opportunity is not just significant, it is strategic.

In this article, we discuss how to turn opportunity into access for asset managers looking to deepen their understanding of the market and how to successfully engage with the key decision makers in order to be seen, heard and considered.

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June 2025

Global Investment Institute congratulates Raf Choudhury on his appointment to the role of Chief Investment Officer at Superhero.

Superhero is an Australian online broker and superannuation platform. It operates a super product under the Superhero Super brand, which is a subplan of OneSuper, with over A$3 billion in assets under management and more than 400,000 members.

Most recently, Raf served as a Director at Trinity Talent. Prior to that, he was an Investment Director at Aberdeen, where he also held roles as a Board Member and Company Director.

We wish Raf all the best in his new role and continued success to the team at Superhero.

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May 2025

For global fund managers looking to raise capital, Australia’s institutional investment community presents as one of the most compelling in the world. However, Australian allocators are strategic, cautious, and highly relationship-driven. They don’t move fast, but they do move deliberately. Building trust with this community requires patience, a clear value proposition, and the discipline to show up consistently.

In this article, we discuss why thoughtful engagement matters when accessing the Australian institutional investor market.

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May 2025

Despite its maturity and the scale of Australia’s A$3.7 trillion pool of superannuation assets, there are a number of misconceptions and myths often held by global asset managers, leading to missed opportunities and misalignment in approaches to accessing this large and growing market. 

In this article we separate the myths from reality by addressing the seven common misconceptions about the Australian institutional investor market.

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May 2025

Global Investment Institute congratulates Paula Pardo Rosero on her promotion to the role of Assistant Portfolio Manager at Mercer. Paula is part of Mercer’s Portfolio Management Team, and in her role she is involved in the management of fixed interest portfolios, including portfolio construction and manager selection.

In Australia, Mercer manages A$74 billion for more than one million members.

Most recently, Paula was a Senior Fixed Income Analyst at Mercer where she was responsible for supporting the portfolio management process in constructing and monitoring fixed income portfolios. She commenced with Mercer in 2019 as a Portfolio Risk Analyst.

We wish Paula all the best in her new role and continued success to the team at Mercer.

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May 2025

Global Investment Institute congratulates Edwina Matthew and Ashish Gupta on joining the Future Fund as Director of Responsible Investment, and Director of Portfolio Risk, respectively.

The Future Fund is Australia’s sovereign wealth fund and manages money on behalf of the Australian Federal Government. The Future Fund is the country's single-largest financial asset with more than A$300 billion in assets under management.

Edwina will report directly to Kirsten Simpson, who leads the Future Fund’s Responsible Investment Team. Ashish will report to Carol Lee, Future Fund’s Managing Director of Portfolio Risk.

We wish Edwina and Ashish all the best in their new roles and continued success to the team at the Future Fund.

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May 2025

Global Investment Institute congratulates Michael Clancy on his appointment to the role of Chief Investment Officer at Rest.

Rest is one of Australia's largest profit-to-member superannuation funds, investing on behalf of more than 2 million Australians, with A$93 billion in assets under management.

Michael is the former chief executive of Qantas Super, where he led for nine years until it merged with Australian Retirement Trust.

We wish Michael all the best in his new role and continued success to the team at Rest.

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May 2025

Global Investment Institute congratulates Simon James on re-joining WTW in the role of Director, Investments – Client Team.

WTW is a global asset consultant, providing a range of expertise in risk management, strategic and dynamic asset allocation, portfolio construction, investment manager selection, sustainable investment, investment governance, and delegated investment solutions (implemented consulting).

Most recently, Simon was Head of Credit, Australia at WTW where he was responsible for researching fixed income and credit managers spanning both the traditional and alternative credit universes, and advising clients on the portfolio construction for those asset classes. 

We wish Simon all the best in his new role and continued success to the team at WTW.

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Global Investment Institute was delighted to host the world’s leading private credit investment experts and key decision makers of Australia’s largest institutional investor organisations, collectively representing more than A$2.14 trillion in assets under management at our premier annual Private Credit Investment Forum on Thursday, 8 May 2025 in Melbourne, Victoria.

Sentiment captured at the event through polling of participants was overwhelmingly positive with regard to investing in the private credit asset class, with 81% indicating that they are looking to increase their allocation to private credit, and the remaining 19% expecting it to remain unchanged.

Read on to view the sentiment captured and to receive the full polling report from our 2025 Private Credit Investment Forum.

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May 2025

Global Investment Institute congratulates The Hon. Nicholas (Nick) Sherry on his appointment to the role of Co-Chair at Team Super.

Mine Super and TWUSUPER successfully completed their merger on 21 March 2025. To support the merger, Mine Super rebranded to Team Super on Monday, 20 January 2025. Team Super now manages over A$22 billion in assets and serves more than 150,000 members.

Most recently, Nick was the Independent Chair of the TWUSUPER Board since 2022, until the merger with Team Super.

We wish Nick all the best in his new role and continued success to the Team Super team.

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