ACTIVE FUNDS

Funds management

Advisers are increasing their use of exchange traded funds to reduce overall portfolio costs, and 75% of advisers think smart beta strategies are going to become more pre...

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Funds management

As one of the worst performing sectors of 2019, active funds stood out at the top....

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Features

Vanguard’s Aidan Geysen explains how advisers can determine the right mix between active and passive funds for a client’s portfolio and how they can help a client meet th...

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Policy & Regulation

The Australian Investments and Securities Commission has asked market operators to exclude any new managed funds that fail to disclose their daily portfolio holdings and ...

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Funds management

Investors are struggling to reconcile the risk-return trade off inherent in investing, according to a new Natixis Investment Managers survey....

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Funds management

Australian broad cap equities prove a pretty strong case for active management, with only one exchange-traded fund sitting in the top quartile for the year to last month’...

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Funds management

With proposed trade tariffs and concerns about US rate rises expected to have a “painful but not devastating” impact on the Chinese economy, investors should keep an eye ...

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Funds management

The ASX mFund Settlement Service now boasts the availability of over 200 funds to investors and financial advisers....

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Funds management

The US equity market is “far from bubble territory” and valuation is not going to be the factor that end’s the bull market’s run, the investment manager says....

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Funds management

The majority of financial professionals are using smart beta strategies to replace actively managed funds, according to a VanEck survey....

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Funds management

The “comfort” that comes with growth, profitability and quality these days is very expensive to own in isolation, according to Antipodes Global Investment Partners....

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Funds management

FE Analytics shows which Aussie equity income funds have managed to outperform their peers over the past three years....

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Funds management

Diversification and narrowing the range of possible investment outcomes is of paramount importance in the post-retirement environment, according to Insight Investment’s A...

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People & Products

Perpetual has promoted Vicki Riggio to general manager, managed funds services, from her current role at the company as general manager, management services....

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Funds management

The returns that fixed income as an asset class have delivered historically are going to be practically impossible to achieve going forward, according to Aviva Investors....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 2 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 6 hours ago