fund manager

Funds management

The continuing rise of property - residential

Over the past few years, the Financial Planning Association has called on ASIC to regulate real estate agents who provide property investment advice. Shifting the spotlig...

Financial planning

Tower keeps building on its growing reputation

Tower Asset Management's forte in Australian equities has helped it win $715 million in new money to manage lately. ...

Financial planning

Grapevine stronger than advertising, study shows

Australians are most likely to choose a fund managers based on a recommendation, usually from a financial planner or family member, rather than advertising, a new ASSIRT/...

Funds management

Funds management game is worth the risk for IOOF

From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...

Financial planning

Quality works its way from the bottom up for Perpetual

Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...

Financial planning

To his credit, Thomas has no doubts about retail

Credit Suisse Asset Management is new to the retail market, having only just launched a series of funds aimed at the private investor. The response from the market, howev...

Financial planning

Persistence does pay off for top equity performers

Performance track record is the common starting point for both retail and wholesale fund management appointments. Industry publications such as Money Management and Perso...

Financial planning

MIA: missing in action or a big hit?

As we approach the first anniversary of the Managed Investment Act (MIA), it is timely to consider its impact. Our prediction that the new regime would be less easy for f...

Financial planning

Take our big ‘A’ advice, BDMs earn their keep

I remember, when discretionary master trusts were becoming popular in the mid-nineties, business development managers (BDMs) employed by fund managers were concerned abou...

Financial planning

Equities – Young turks myth makes way for the new breed

The notion of “young turks” being given huge amounts of money to play with appears to be a myth in world of funds management the world over. However, each market has its ...

Financial planning

Consistency is the heart of Commonwealth’s success

Commonwealth Financial Services’ more cautious investment style appears to be working. Zilla Efrat takes a look at its philosophy and approach to investment decisions....

Financial planning

Rating ASSIRT’s bold gamble

Five years have passed since ASSIRT rattled the market with news of its pay-to-be-rated scheme. Zilla Efrat revisits the debate and examines what has happened since....

Financial planning

Wraps and master trusts – Wrap or trap – understanding the difference

In discussions with financial planners about wrap accounts, it is clear that their full ramifications, potential difficulties and the totality of possible benefits are no...

Financial planning

Wraps and master trusts – You say product, I say service…

The rise and rise of portfolio administration services such as master trusts and wrap accounts has seen a lot of bickering about who is doing what to whom in the marketpl...

Financial planning

APIR now back on track

New codes which identify parties to electronic commerce transactions are being developed for financial planners....