Unlocked: A framework for superannuation equity portfolio evolution in a taxable environment

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All sectors of the superannuation industry agree that successful equity investing entails some short-term pain to enjoy long-term gain. Superannuation funds and investment managers who embrace an active management philosophy

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New Parametric research reveals transition management’s blind spot

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Superannuation funds readjusting their investment portfolios need to carefully consider all the tax implications and not focus solely on timing and transaction costs, says global implementation specialist manager Parametric. In

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Can past pandemics guide investors through Coronavirus?

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The Wuhan coronavirus outbreak began with 50 known cases in mainland China in December. It’s since resulted in over 78,000 known cases—2,120 fatal—across over 27 countries, with 14 known cases

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Buybacks show why you can’t trust the numbers

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Australia’s recent spate of off-market share buybacks highlights the misalignment between super funds’ pre-tax investment focus and what matters to fund members – after-tax returns. This is the view of

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Tax-managing a RAFI portfolio busts the ‘low turnover is tax efficient’ myth

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Superannuation funds moving to a rules-based equity management approach could improve their performance by more than half a percentage point a year by genuinely focusing on after-tax, not pre-tax, returns.

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Super funds could boost their equity returns by 59 basis points each year by adopting a ‘control what you control’ philosophy

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New research for superannuation funds by the Australian arm of global specialist implementation manager Parametric provides evidence that a program to manage two costs, tax and transaction costs, can deliver

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Retiring super fund members can’t wait for Government’s timetable

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Superannuation funds need to get on the front foot and respond to the strategic challenge of developing good retirement solutions now, says global implementation specialist manager Parametric CIO Paul Bouchey.

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Parametric announces new head of responsible investing and the expansion of the global research team

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Parametric Portfolio Associates LLC (Parametric), an affiliate of Eaton Vance Corp. (NYSE: EV), has announced three new hires: Gwen Le Berre as Head of Responsible Investing; Benjamin Davis, Ph.D., as

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Stronger Super not yet tax efficient

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Superannuation funds are largely ignoring the “Stronger Super” reform that embedded after-tax investing obligations into superannuation law, says global implementation specialist manager Parametric. Raewyn Williams, Managing Director of Research, Parametric Australia,

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Parametric beefs up Australian team with senior appointment

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Global implementation manager Parametric has appointed Simon Mah Chut to the new position of Manager – Products and Partnerships as part of ramping up its Australian team. Mah Chut boasts

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