Among the topics we discuss are the five main causes of biodiversity loss, Federated Hermes collaboration with the Natural History Museum, why it’s important that entities invest in biodiversity and what types of companies to invest in to suppo

Episode 68: ESG

Sep 8th, 2023 10m 46s

Among the topics we discuss are the findings from HSBC’s latest ESG (environment, social and governance) sentiment survey, Scope 3, what to expect from COP28, and much more. GuestWai-Shin Chan, Global Head of ESG Research and Climate Change a

Episode 67: Total portfolio approach

Aug 27th, 2023 15m 33s

Among the topics we discuss are the growing interest in a total portfolio approach to the construction of investment portfolios, advantages compared to traditional asset allocation approaches, the take-up among superannuation funds, the data, a

Episode 66: Climate Change

Aug 9th, 2023 20m 37s

Among the topics we discuss are net zero, the energy transition, policy and regulation, and the response of companies. Guest*Owen Tutt, Assistant Manager and Climate Change Co-lead in the EOS Stewardship’ team at investment manager Federated

Episode 65: Understanding and Better Servicing your First Nations Members

Jun 26th, 2023 58m 56s

Among the topics we’ll be discussing are understanding First Nations members and their perceptions of superannuation and ways superfunds can provide better services to their First Nations members. Guest*Phil Usher, CEO of First Nations Founda

Episode 64: Circular economy

Jun 25th, 2023 15m 30s

Among the topics we’ll be discussing are the relevance of the circular economy for investors, how Federated Hermes considers this in its engagement with companies, which sectors to focus on, the apparel sector, and how the impact on companies i

Episode 63: Taking a whole-of-fund view

May 17th, 2023 24m 32s

Among the topics we’ll be discussing are what a whole-of-fund view means, the benefits, internalisation, enterprise data management, bridging the gap between public and private assets, and much more.Guest*Peter Sherriff, Director of Product S

Episode 62: Garry Weaven

Apr 10th, 2023 19m 46s

Among the topics we’ll be discussing are the future of smaller super funds, active versus passive investment, regulation, the performance test, retirement, sustainability, housing, and challenges for trustees. Guest* Garry Weaven, Senior Advi

Episode 61: Decarbonisation of fixed income portfolios

Apr 3rd, 2023 28m 34s

Among the topics we’ll be discussing are the meaning of decarbonisation, how it is measured, the different portfolio approaches, the role of engagement, and much more. Guest:* Mitch Reznick – Head of Sustainable Fixed Income at Federated Herm

Episode 60: Inflation and other issues for bond investors

Mar 29th, 2023 14m 55s

Among the topics we’ll be discussing are policy surprises, investment assumptions, the Reserve Bank of Australia and the role of bonds in an investment portfolio. Guest*Steve Major, Global Head of Fixed Income Research, HSBCHost*Garry West,

Episode 59: Regulations for Superannuation

Mar 23rd, 2023 13m 46s

Among the topics we’ll be discussing are what’s on the regulatory radar for super fund executives this year and where the unlisted asset valuations debate may be leading us, including the implications and challenges for the industry. Guests:*

Episode 58: Cognitive decline and the retirement system

Dec 19th, 2022 1h 2m

Can trustees be doing more to ensure that members who may be experiencing cognitive decline are provided with the best support mechanisms to access financial services? 'Guest:* Dr Diane Hosking, Senior Research Officer, National Seniors Austr

Episode 57: Employee benefits survey results

Nov 22nd, 2022 17m 18s

Among the topics we’ll be discussing are rise of the ‘whole’ employee, employee well-being, employee satisfaction, loyalty and retention risk, and the role of employers.Guest:* Andre Purtell, Head of Research and Insights at life insurance pr

Episode 56: Digital transformation – an operational perspective

Nov 13th, 2022 7m 42s

Among the topics we’ll be discussing are technology enablers, member experiences, finding the best balance and how to inject operational expertise into digital transformation. Guest:* Amalie White, Head of BPO Operations at SS&C Technologies,

Episode 55: Digital transformation – why you may be wrong

Nov 6th, 2022 7m 55s

Among the topics we’ll be discussing are what is digital transformation, the difference between transformation and evolution, why it matters and what your business should be doing today.Guest:* Shaun McKenna, Senior Director of APAC at SS&C T

Episode 54: Sustainable investing

Oct 24th, 2022 18m 15s

Today we’ll be discussing the outlook for sustainable investment funds, how they can adapt to an inflationary environment, greenwashing, divestment versus engagement, and much more.Guest:* Martin Todd, Portfolio Manager, Sustainable Global Eq

Episode 53: Natural Capital

Oct 17th, 2022 12m 43s

Among the topics we’ll be discussing are the challenges and opportunities on the road to Net Zero, including the energy transition, the role of natural capital in an investment portfolio, and the growth of environmental markets and how fund man

Episode 52: Digital transformation for superannuation funds

Oct 6th, 2022 14m 30s

Today we’ll be discussing digital transformation, what it means for trustees, why it is important, the role of change management and much more Guest:* Chris Randle, Principle Consultant at IQ GroupHost:* Garry West, Senior Manager, Media an

Episode 51: CMSF panel discussion on 30 years of compulsory superannuation

Sep 21st, 2022 44m

Three senior industry figures discuss the evolution of superannuation since it became compulsory in 1992, at the AIST Conference of Major Superannuation Funds (CMSF).Guests:* Anne-Marie O’Loghlin, Chair of TelstraSuper* Elana Rubin, Non-Exec

Episode 50: Gerard Noonan – a perspective on 30 years of compulsory superannuation

Sep 12th, 2022 23m 7s

Gerard looks back on the history of compulsory super, including the equal representation model, sector jargon, the evolution of investments, outperformance by profit-to-member funds, how they have held companies to account for their performance

Episode 49: Diversity, equity and inclusion

Jul 29th, 2022 26m 28s

Today we’ll be discussing the benefits of improving the diversity, equity and inclusion of an organisation, with MetLife Australia’s Mary Gabriel and Alex HunterGuests* Mary Gabriel, Senior Client Relationship Manager, Corporate Markets with

Episode 48: ESG integration and impact measurement in private markets

Jun 29th, 2022 21m 4s

Today we’ll be discussing ESG performance measurement and data collection, the pressure on private companies to respond to surveys, and the importance of adopting common performance metrics, with Goldman Sachs Asset Management’s Letitia Webster

Episode 47: The increasing importance of natural capital for financial sector

Jun 8th, 2022 13m 12s

Today we’ll be discussing what natural capital is, how accounting practices and financial disclosures have evolved in relation to it, what role the financial sector plays, and how it is evaluated, with Western Asset’s Brishni Mukhopadhyay. Gue

Episode 46: Examining the opportunities presented by the digital transformation

May 31st, 2022 11m 57s

Today we’ll be discussing how digitisation is driving rapid technological development across the investment industry with State Street Digital’s Irfan Ahmad, and learning about the opportunities provided by digital assets.Guest:* Irfan Ahmad,

Episode 45: Relationship between good health and good outcomes for super fund members

Apr 21st, 2022 19m 8s

Today we’ll be discussing the role of insurance in helping super funds engage with their members, the link between wealth and health, including mental health, and related issues with Matt Lippiatt from MetLife Australia and Dr Lorelle Drew from