PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors. Mark Arnold and...
Short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors. Mark Arnold and...
What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...
This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...
Bond benchmarks are "structurally flawed", and bond performance targets for fund managers should instead be referenced to cash, according to Standard Life Investments hea...
Following a successful merger between Snowball Group and Shadforth Financial earlier this year, the combined group has posted a net profit after tax of $25.4 million for ...
Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...
Lonsec has been named Money Management's Ratings House of the Year for the second year in succession, on the back of strong support from both the fund managers it rates a...
A trend towards low performance hurdles and high outperformance fees among fund managers has drawn criticism from ratings houses amid suggestions there should be an indus...
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Lin Ngin looks at how separately managed accounts (SMAs) operate and explores some of the features and benefits on offer as well as some of the current limitations....
Many experts look at the bond market as an indicator for future inflationary changes. Dominic McCormick argues recent events, particularly in the US, prove otherwise....
Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...
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....