Tria founder Andrew Baker to step down in generational change; Oliver Hesketh to lead the business

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After eleven years at the helm of Tria Investment Partners, which became part of NMG Consulting two years ago, Andrew Baker is passing executive responsibility for the business to Oliver Hesketh at the end of March. The transition to Hesketh, who was also recently promoted to Partner at NMG Consulting, will be seamless. According to […]

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New Tria super fund report highlights industry M&A impact

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An in-depth analysis of Australia’s $1.4 trillion superannuation funds industry has identified the relative success and key growth metrics of Australia’s large funds, allowing an assessment of who is really winning, and why. The new Tria Investment Partners Super Funds Review creates a single view across all major segments – Retail, Industry, Government and Corporate […]

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Wealth sector must spring into new strategic season

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Australia’s $1.5 trillion wealth management sector must recalibrate its thinking in order to meet unprecedented market volatility and challenges and loss of investor confidence in the wealth management industry.  Tria Managing Partner Andrew Baker urged sector players to remain positive about future opportunities, despite the industry experiencing tough market conditions – “perhaps the toughest we […]

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ETF market lifts off, with more upside growth to come

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Australia’s fledgling Exchange Traded Fund (ETF) market represents a shining light in an otherwise sluggish post-GFC market for the wealth management sector. While traditional managed funds have struggled for headway in recent times, ETFs have shown strong growth of 70 per cent per annum over the past three years, albeit off a low base. New […]

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Industry super fund consolidation: The big getting bigger

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Australia’s top 10 industry superannuation funds have widened their market dominance in the sector as industry consolidation – coupled with organic growth – has prompted the emergence of a new leader board. The latest Tria Investment Partners Industry Fund Review shows the top 10 funds account for more than two thirds of total Industry Fund […]

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Australia’s “wall of money” towers over traditional yield managers

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A $70 billion flood of post-GFC cash into bank term deposits in 2008-9 – termed the ‘wall of money” has cast a long shadow over traditional fixed income, mortgage and cash fund providers, challenging the managed investments industry to adapt to new rules of yield investing. This is the view of leading wealth management strategy […]

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