Digital infrastructure investments have demonstrated resilient demand, growth tailwinds and returns. This excerpt is from a research paper which explores investment opportunities across fibre networks, mobile towers and data centres.
This paper presents a framework for assessing spending policies and their influence on asset allocation. It assists asset owners in developing holistic investment strategies, considering factors beyond returns.
Internal investment teams and internal investment models have exploded in growth in recent years. While both are important to deliver value, insights and efficiency, they…
APRA and ASIC have reviewed funds’ progress to enhance member retirement outcomes. The review found improvement in member assistance but variability in approach quality and…
We explore multi-strategy hedge funds and their role as a one-stop solution for allocators. They can serve as a foundation for alternative portfolios with single-strategy funds…
Changing market conditions and increased attention from regulators are sharpening the focus on unlisted asset valuations. Super fund trustees need robust valuation governance procedures and…
We provide an update on the direct lending market, including insights from our most recent survey, and highlight recent changes in the market, along with…
The changing interest rate environment raises questions about schemes’ asset allocation: returning to tradition or embracing diversification. Rising rates make fixed interest assets attractive, but…
In part-two of a three-part examination of hybrid securities, we consider the landscape for global capital securities, including if they have become compromised by recent…
We analyse insights from our engagement with Australian and international equities fund managers to show how active ownership has influenced companies to accelerate progress in…
We examine distressed and opportunistic credit strategies and the benefits for investors. With current macro headwinds, it can be an attractive time to access these…
Our Capital Markets and Asset Allocation Team explore the implications of reducing carbon exposure within a portfolio, the direct and indirect impacts of these investment…
Welcome to Frontier Advisors’ first annual Responsible Investment Report, which covers the 2022 calendar year. This report provides an overview of how Frontier approaches responsible investment...
Currency hedging has delivered greater returns in the past, but the market environment has shifted and we must now consider approaches to ensure returns are…
In our latest active management analysis, we delve into the recent period of underwhelming performance delivered by some global value managers and seek to address…
Multi-asset strategies have been a reliable component of liquid alternative portfolios for many years, delivering ‘true to label’ performance over a variety of market environments,…
Summary This paper considers the involvement of Australian superannuation funds (super funds) in Australian private market investments, with a particular focus on Australian venture capital,…
