ACTIVE MANAGEMENT

Funds management

Ethical fund manager, Ethical Partners, is understood to have closed up shop after six years in business....

Funds management

The shift from active managers to ETFs is likely to persist, according to Morningstar, and active firms are unlikely to be able to regain the lost market share....

Funds management

Sebastian Mullins, head of Schroders’ new combined fixed income and multi-asset division, says the move is a way of “future-proofing” the business. ...

Funds management

Rather than taking a set-and-forget approach to credit investing, this investment specialist sheds light on why it is time for active management in the asset class....

Funds management

Some 44 per cent of top quartile bond funds in 2021 remained in the top quartile two years later, according to S&P Dow Jones research, far higher than their equity counte...

Expert Analysis

Active and passive investment strategies have been battling for investors’ attention for many years but the tough conditions in markets currently make a strong case for a...

Funds management

Two Schroders investment executives have emphasised the value of active management amid a volatile backdrop, citing the ability to move between asset classes as key to at...

Funds management

The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to ad...

Financial planning

The portfolios would give advisers access to highly-rated managed funds and ETFs across a suite of six risk profiles. ...

Expert Analysis

As investment management firms seek to differentiate themselves to attract clients, Julian Morrison explores what steps firms can take to stop the flood of clients to pas...

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Funds management

K2 Asset Management has undergone a significant restructuring process following a downturn in assets under management which it says will see the firm stay solvent for the...

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Expert Analysis

As we commence the 2020s, investors need to adjust to a lower yield landscape and understand which investments can help to deliver them positive returns, writes Yoram Lus...

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Funds management

2019 was a strong year for equities, but according to a T. Rowe Price portfolio manager that momentum won’t always last, so fundamentals and stock selection will be impor...

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Tech

Although machine learning can have a practical application in the funds management world, it won’t be sufficient without a human support element....

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Features

Anastasia Santoreneos asks whether, as responsible investing proves to be more than just a fad, investors should be opting to divest from troublesome companies or remain ...

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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 ago

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

3 weeks 5 days 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. ...

5 days 21 hours 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. ...

1 day 12 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago