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FUND MANAGER
Financial planning
Morningstar has changed its qualitative ratings model that will extend both the range and number of funds rated by the research house without changing its 50/50 qualitati...
Financial planning
The Australian Securities and Investments Commission (ASIC) has issued its first ever license under the Financial Services Reform Act (FSR), with the first cab off the ra...
Funds management
New Zealand fund managers can stop holding their breath waiting for the Securities Commission’s report on practices within their industry - it’s officially been canned....
Editorial
Following a poor rating, fund managers are the first to criticise a research house’s approach as either too qualitative or quantitative in its focus. However, as FIONA MO...
Rate the raters
Despite rating the value that research houses provide as high, funds managers are not clear on how the research market differentiates itself, and as a result, who is best...
Financial planning
Research house Morningstar has given the thumbs up to IOOF after the fund manager appointed two international specialist fixed interest managers for its suite of multi-se...
Financial planning
Challenger has had a strong six months to December 31, 2001 which puts the group on track to make its targeted three yearly after tax profit of $200 million by the end of...
Financial planning
The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...
Financial planning
The announcement that Colonial First State Investments’ long time head of Australian equities Greg Perry will resign from his post in June this year has led to Morningsta...
Financial planning
Invesco Australia appears to have been given much needed breathing room by research group Morningstar despite recording only a two star ranking and weathering a tumultuou...
Financial planning
Colonial First State Investments is set to lose one of the founders of its highly regarded funds management team after the group’s long time head of Australian equities, ...
Financial planning
AMP chief executive Paul Batchelor has remained optimistic about AMP’s profitability despite today announcing a decline in profits for 2001 and forecasting another tough ...
Financial planning
Following a downward trend in the performance of its funds, Morningstar has downgraded Credit Suisse Asset Management from a five to a four star fund manager....
Financial planning
National Australia Financial Management (NAFM) has failed to pull itself out of a two star Morningstar rating, reflecting a relatively ‘poor quality’ fund manager, despit...
Funds management
Colonial First State Property has reinforced its New Zealand commitment with the purchase of a New Zealand property funds management company, Kiwi Income Properties Limit...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....