

155: Super Returns! Australia’s Largest Super Fund’s CIO, Mark Delaney, Describes Their Investment Priorities
Oct 10, 2024
Mark Delaney, the Chief Investment Officer of AustralianSuper, shares insights from nearly 20 years at Australia's largest super fund. He discusses the evolution of Australia’s pension industry and how consolidation has benefited pensioners. Mark highlights the importance of active management over passive strategies, emphasizing infrastructure as the 'ballast in the boat.' He also explores global equities, private equity preferences, and his unique approach to commodity exposure, all while humorously noting how even markets can't distract him while surfing!
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Evolution of Australia's Superannuation System
01:31 • 7min
The Benefits of Scale and Investment Choices in Australia's Super Fund System
08:36 • 2min
Navigating Superannuation Fund Governance and Investment Strategies
10:49 • 8min
Navigating Investment Psychology and Strategy
19:01 • 5min
Navigating Market Challenges: Real Estate and Investment Strategies
24:19 • 2min
Navigating Investment Strategies Amid Economic Uncertainty
26:25 • 2min
Navigating Market Dynamics and Investment Strategies
28:51 • 11min