Investment Management

Alpha Chats: What the Russia-Ukraine conflict means for your superannuation

James Milne, Head of Product at AlphaCert and Stephen Huppert, Independent Consultant and Advisor caught up to discuss the current Russia-Ukraine conflict, and what it means for the superannuation industry. In this episode, James and Stephen discuss the consequences of this invasion for superannuation funds and other institutional investors, and how they can understand their …

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Alpha Chats: IBR FundTech Conference Highlights

James Milne, Head of Product at AlphaCert and Stephen Huppert, Independent Consultant and Advisor participated as keynote speakers at the 4th annual IBR FundTech conference to discuss the importance of data management strategy. This special episode of Alpha Chats features key highlights of the pairs’ FundTech conference session. James and Stephen discuss portfolio holdings disclosure …

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[Video] Alpha Chats: Security

James Milne, Head of Product at AlphaCert and Frank Coyle, Head of Product Development at AlphaCert caught up to discuss the wide-ranging topic of security. In this episode, James and Frank discuss information security, cybersecurity, and all the threats, impacts and mitigations around security that AlphaCert manage as an application software provider. In particular, AlphaCert’s …

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Portfolio Compliance; putting your mind at ease.

The risks fund businesses face aren’t going away. The forces driving complexity are here to stay and will likely increase as member expectations change, more complicated investment vehicles are introduced, and the focus regulators are placing on funds become more onerous. All this reinforces how important the Chief Risk Officer (CRO) role is becoming. Getting …

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Superannuation Portfolio Holdings Disclosure is finally happening

The requirements Last year, global research house Morningstar found Australia has the world’s “weakest disclosure regime” and suffers from a lack of regulations mandating transparency on fees and portfolio holdings. Morningstar finds it remarkable that Australia remains the only market with no implemented portfolio holdings disclosure regime.  That will soon change – finally, after the Australian …

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The rise of superannuation fund mergers in Australia

How will this trend impact investment operations? The Australian superannuation industry is going through a period of consolidation. The number of fund mergers has increased in the last couple of years and it is a trend that is accelerating. A significant driver is recent legislative changes that include changes in the way superannuation funds will …

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[Video] Alpha Chats: Data Management

James Milne, Head of Product at AlphaCert sat down with Stephen Huppert, Independent Consultant and Advisor in July, for another Alpha Chats session. In this episode, James and Stephen discuss the fundamentals of data management for investment management professionals and share insight on the value of the soon-to-be-released, AlphaCert Data Management Maturity Model. If you …

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What can investment fund managers learn from Covid-19?

Building a resilient investment management business Covid-19: something we should have seen coming, or a true Black Swan event? Ever since Covid-19 hit, there’s been a lot of discussion – not just in the investment fund sector, but everywhere – as to whether or not the pandemic qualifies as a ‘Black Swan’ event. As an …

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