Alternatives are being adopted more and more by the Australian retail market. More researchers and consultants understand the value of alternatives which include CTAs, and more are understanding that a hedge fund oriented portfolio is not necessarily a more risky portfolio, it could also be a less risky portfolio (see pages 7-8).
The bank and wholesaler / dealer platforms play a major role in the Australian retail space, and some of them are now putting up to 20% alternatives in the model portfolios, resulting in significant inflows for local hedge funds. These groups have become more focused on ‘goals based advice’ and adopting absolute real return objectives, and are also more reluctant to pay the fees for standard traditional relative return type funds in the current environment. The look for investments which are a bit different. Also Australian family offices are searching for good risk adjusted returns, and they are happy to pay for the skill and in some cases limited capacity of an active manager (pages 15-16).
The 2016 Opalesque Australia Roundtable, sponsored by Eurex, took place in Sydney with:
- Bruce Tomlinson, CFA, Portfolio Manager, Sunsuper
- Aongus O'Gorman, Senior Investment Consultant, Willis Towers Watson
- Jonas Daly, Head of Distribution, Bennelong Funds Management
- Nick Griffiths, CIO, Pengana
- Greg Goodsell, Global Equity Strategist, 4D Infrastructure
- Peter Fricke, Head of Representative Singapore Office, Eurex
The group also discussed:
- How to raise money in the Australian retail market (pages 7-9)
- Caveat emptor: Product proliferation leads to crowdedness in smart beta, risk premia & unintended risk (pages 15, 18-19)
- How many trillion US$ needs to be spent on infrastructure by 2030 globally? (page 10)
- Why do investment consultants recommend hedge funds? (page 10)
- Fees and how to disclose them in the new Product Disclosure Statement requirements of new regulation RG97 (pages 11-13, 14)
- New opportunities for US investors as Eurex expands VSTOXX volatility products and trading hours (page 14, 19)
- What is Sunsuper’s process when investing in special situations and doing co-investments? (pages 16-17)
- Why do more Australian hedge funds launch Listed Investment Companies (LICs)? (page 20)
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