When it comes to ESG, it's the S - or the social impact - that struggles with definition, measurement and, most critically, staffing.
Inflation is here to stay, but how long is the question investors struggle to answer. In the meantime, super funds Cbus and UniSuper have adjusted their portfolio accordingly.
Australia's second largest superannuation fund cites hedge funds, the lack of diversity in the workforce, and third party reporting as challenges that are holding back ESG progress.
China and India are more obvious choices for AustralianSuper to consider in Asia Pacific, but the super fund currently lacks the expertise and prefers to stick to the US and Europe.
The AU$85 billion ($61.6 billion) Australian super fund has some exposure to indebted property developer Evergrande. Meanwhile, China’s construction finance is part of its core strategy in real estate.
The Australian superannuation fund is looking to add to the team across all asset classes and increase its internally managed portfolio from 20% to as much as 50% within five years.
AustralianSuper, Aware Super and Cbus continue to be optimistic about equity returns after posting their best performance in decades, even as half of Australia goes under lockdown.
Property is hot in Australia and the country's second-largest super fund has 75% of its real estate portfolio tied up locally. Is now the right time to enter Asia?
The Australian pension fund joins other asset owners in eyeing private credit opportunities in the Asia-Pacific region, although liquid defensive assets retain a majority of allocations.
As pressure mounts on superannuation funds to lower fees and maintain good returns, will they become more tempted to lean away from ESG?
Australia's superannuation industry will soon comprise four to five A$200 billion megafunds, with room for a few smaller, niche funds, experts say.
China's healthy economy and expanding equities market is drawing more eyes from across the world. Australian superannuation funds, in particular, are looking to invest more.