ALPHINITY

Funds management

Alphinity Investment Management and CSIRO have brought its responsible AI framework to the market, helping investors navigate AI alongside ESG principles....

Funds management

Following a review by Alphinity and Fidante Partners, Alphinity Investment Management has lowered the management fees of its two global equity funds....

image
People & Products

The pair have a combined 45 years’ industry experience and will work on the firm’s global equity and global sustainability funds. ...

image
Features

As managers focus on the beneficiaries of COVID-19, there is one sector which has both performed strongly during the pandemic and should continue to do so after, writes L...

image
People & Products

Elfreda Jonker has been appointed as client portfolio manager to its Sydney-based team....

image
Features

Australian investors need to consider whether they are willing to sacrifice returns for their ethical values as the exclusion of miners could cause a significant skew to ...

image
Expert Analysis

Markets can be split into four distinct phases, writes Elfreda Jonker, and understanding how each one performs can be key to picking the right equities....

image
Expert Analysis

After a decade in responsible investing, Stephane Andre and Bruce Smith, share what they have learnt and how the ESG environment has changed....

image
People & Products

Jessica Cairns has been appointed to the newly-created role which will support its effort to integrate ESG-related matters across its domestic and global equities funds....

image
Funds management

Buy now, pay later stocks like Afterpay, Sezzle and Zip may have hit their ceiling as increased competition from established financial firms enter the market....

image
Funds management

The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...

image
Features

As people become conscious of the impact of climate change and what they can do to help mitigate it, Chris Dastoor writes where they invest can help drive change....

image
Expert Analysis

In The Empire Strikes Back, Yoda utters the line: “Difficult to see. Always in motion is the future”, a line that equally applies to investment, writes Alphinity’s Jonas ...

image
Funds management

The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....

image
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’...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 3 days ago

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

4 weeks 1 day 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. ...

4 days 19 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...

3 days 23 hours ago