Charter Hall Direct partners with investment platform provider
Charter Hall Direct, part of property investment and funds management group Charter Hall Group, has announced a partnership with independent investment information platform, Informed Investor.
The platform aimed to enhance investors’ and financial advisers’ knowledge of Australian commercial property markets and investment products based on this asset class, the firm said.
Charter Hall Direct’s head, Steven Bennett, said the Informed Investor platform was developed to provide a greater depth of information and education to both investors and the financial adviser community.
“An accessible and independent source of information such as this is welcomed, and Charter Hall Direct is pleased to produce educational and engaging content to reduce financial complexity,” he said.
Charter Hall currently has almost $22 billion under management in Australian real estate investment trusts (A-REITs), direct property funds (known as unlisted property funds), unlisted wholesale funds and private syndicates.
Informed Investor’s chief executive, Tim McGowen said: “We are working together to create digital content which will be used as an aide to better understand the Product Disclosure Statements (PDS) individual investment products must produce.”
“We also use tools like videos and quizzes to measure this understanding, in addition to offering CPD points to financial advisers.”
Recommended for you
Some 42 per cent of CEOs say they are actively reinventing their business to stay relevant in the next decade, with consumer services the most common choice for asset and wealth managers.
Former Ophir Asset Management chief executive, George Chirakis, has joined private equity manager Scarcity Partners, while the asset manager has appointed a replacement from Macquarie.
Australian Unity has appointed a fund manager for its Healthcare Property Trust, joining from Centuria Healthcare, as it restructures the product with a series of senior appointments.
Financial advisers nervous about the liquidity of private markets funds for their retail clients are the target of fund managers launching semi-liquid products which offer greater flexibility and redemptions.