Super Returns! Australia’s Largest Super Fund - With Mark Delaney, CIO of AustralianSuper
Today we travel back to Melbourne, Australia, having had previous conversations with Ben Samild (now CIO of the AFF) & David Neal CEO of IFM Investors.
AustralianSuper, Australia’s largest super fund, manages circa. USD $230bn*, and Mark Delaney has been at its helm as CIO for almost 20 years.
Mark describes the goals, the organisation and its investment principles. He explains why Australia consolidated its pension industry and the benefits it has reaped for pensioners and the economy.
He discusses approaching global equities, why infrastructure is the “ballast in the boat”, his favourable view of private equity, why he likes active over passive, how he accesses commodity exposure, and why you can’t worry about the markets when he’s on his surfboard trying to catch a wave!
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TOPICS:
00:00:00 - Introduction
00:02:40 - Australia's Economic Transformation: From Capital Importer to Exporter
00:05:03 - The Rise of Australian Super
00:07:40 - The Impact of Competition on Australian Super
00:10:14 - Fund Management and Benchmark Strategy
00:12:51 - Navigating Market Cycles and Investment Strategies
00:15:08 - Active vs. Passive Investment Strategies
00:17:37 - Handling Mistakes in Investment Management
00:20:13 - Evaluating the Growth of Private Equity
00:22:39 - Digital Disruption in Global Property Markets
00:25:00 - Perspectives on Inflation
00:27:21 - Australian Commodity Stocks
00:29:49 - Strategies for Investors: Insights from Market Analysis
00:32:15 - Importance of Market-Based Remuneration
00:34:48 - Managing Stress in a Stressful Business
00:37:09 - Advice for Young People Entering the Financial Industry
00:39:42 - Conclusion
SPONSORS:
Schroders is a global investment and wealth manager, with a purpose to provide excellent investment performance to clients, through active investment management. Find out more: https://www.schroders.com/en/global/i...
IFM Investors are a global institutional asset manager whose purpose is to invest, protect and grow the long term retirement savings of working people. They manage investments across infrastructure, debt, listed equities and private equity assets. Find out more: https://ifminvestors.com/en-gb/
The World Gold Council is membership organisation that champions the role gold plays as a strategic asset, shaping the future of a responsible and accessible gold supply chain. Our team of experts builds understanding of the use case and possibilities of gold through trusted research, analysis, commentary, and insights. Find out more: https://www.gold.org/
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All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed. The Money Maze Podcast is funded by third party advertising, with all episodes editorial - and not commercial - in relation to all interview content discussed. Please note, Money Maze Curated Podcasts do not contain third party advertising, and are instead funded by the featured interviewee and/or their business (these episodes are commercial, as opposed to editorial features).
*AUM as of December 2023
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