ACTIVE FUNDS

Funds management

Moody’s has painted an optimistic picture for alternative asset managers in the year ahead, with lower interest rates and deregulation likely to prove supportive for thei...

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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MARKET INSIGHTS

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

1 month 3 weeks ago

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

2 months ago

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

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago