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Mercer

This Month

Mercer Wealth Pacific CEO Cathy Hales recommends all their clients to diversify their portfolios in all asset classes.

Better returns and lower volatility drive growth in private markets

Strong performance and an opportunity to align investment with social wellbeing has led to increased popularity of the alternatives market.

  • Joanne Tran
Mary Delahunty, CEO of the Association of Superannuation Funds of Australia, says funds are working hard to develop their internal private credit capabilities.

How super funds are tapping the private credit boom

The $4 trillion sector is moving past classic unlisted assets to look at private debt, more creative private equity, social infrastructure and energy transition assets.

  • Hannah Wootton

June

Jeff Day and Chris Andrews.

Pengana, La Trobe bet on investors wanting access to US private credit

The two local financial institutions are separately partnering with Morgan Stanley and Mercer as traditional sources of debt become “completely irrelevant”.

  • Lucas Baird and James Eyers

May

A statue holds the scales of justice outside a Queensland court.

APRA tightens Mercer’s super licence over risks, compliance failures

The watchdog has forced Mercer Super to bring in external compliance experts after finding several breaches of its legal duties.

  • Hannah Wootton
Mercer’s David Bryant takes an active interest in talent.

Why everyone kept their job in this merger

When Mercer and BT merged their superannuation funds, 99.6 per cent of staff remained with the business.

  • Ayesha de Kretser

November 2023

Former truck driver Christian Jensen had to apply for two hardship variations on his mortgage thanks to delays from his super fund.

‘Financial heartbreak’: Customer complaints about super jump 32pc

Former truck driver Christian Jensen had to apply for two hardship variations on his mortgage due to delays from his super fund.

  • Hannah Wootton and Lucy Dean

April 2022

  • Sponsored
Impact investments aim to bring both social and financial benefit.

How to invest sustainably – and finish in the green

Impact investing is becoming more mainstream as superannuation funds and institutional investors seek opportunities to make a positive impact on a social or environmental problem, says Jillian Reid of global consultancy and fund manager Mercer.

Sponsored 

by Mercer

Original URL: https://www.afr.com/topic/mercer-6fkk