Tag: Merger

Asset Management Culture November 7, 2019

2 More Aussie Pensions Eye Merger, Forming Down Under’s Largest Fund

Sunsuper and Qsuper hold consolidation talks on creating an A$183 billion portfolio.

Corporate Moves August 15, 2019

Merging Australian Supers Get a New CEO

Computershare chief Scott Cameron will head Equipsuper and Catholic Super prior to consolidation.

Newsmakers July 24, 2019

Dutch Pension Plans to Merge, Creating a $23.4 Billion Fund

Push to join two public transit retirement programs fell through in 2016, but SPF recently restarted discussions.

Newsmakers July 24, 2019

First State Super, Vic Super to Merge

Combined Australian mega-fund expected to take shape by June 2020.

Newsmakers June 12, 2019

Plans for Raytheon and UTC Pensions, Investment Divisions Unclear After Merger

Massive new corporate combination has $94 billion in retirement assets.

Newsmakers April 5, 2019

Two More Australian Supers Considering Merger

A First State Super and VicSuper consolidation joins trend among the nation’s pension funds.

Newsmakers March 7, 2019

Aon Abandons Heavyweight Merger with Willis Towers Watson

After a whirlwind day of news, Aon confirms it will not pursue the buyout after all.

Newsmakers January 10, 2019

ESG Provider ISS Acquires Strategic Insight, Owner of CIO

Companies merge as a consolidation move under their joint owner, Genstar Capital.

Corporate Moves June 20, 2017

Equip, Rio Tinto Staff Superannuation Fund Reveal Merger

New Board and CEO announced, with company to retain Equip name.

Industry White Papers

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.