fund manager

Funds management

The median Australian share fund manager marginally underperformed the benchmark last month, with materials continuing to prove the standout sector, according to Mornings...

Funds management

Allan Gray to leverage OneVue’s mFund capabilities

Investors will gain access to two unlisted Allan Gray unlisted managed funds through OneVue’s mFund Settlement Service capabilities....

Financial planning

Ascalon takes Morphic stake

BTFG’s Ascalon takes strategic stake in Morphic....

Financial planning

Clients see risk as loss and failure of advice

Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....

Financial planning

AFM launches OLIVIA online tool

AFM launches online tool intended simplify managed fund application processes. ...

Policy & Regulation

Will bank alignment cost planning brands?

New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....

Financial planning

Insync fund listed on CFS FirstWrap

Insync announces its Global Titan Fund has been listed on CFS FirstWrap platform. ...

Rate the raters

Dreaming the dream: a perfect ratings house

While nobody’s perfect, Nicholas O’Donoghue asks fund managers what their perfect ratings house would look like, and finds out the flaws in the current crop. ...

Rate the raters

Managers look past money to focus on results

While research houses view their pay model as the centrepiece of their offering, fund managers are more concerned about timely and digestable results, writes Jason Spits...

Financial planning

Blue Sky moves on VC capital raising

BLue Sky launches VC capital raising in sluggish Australian VC market....

Financial planning

Perennial launches “defender” product

Perennial leverages derivative and risk expertise to deliver Australian shares product aimed at cushioning investors through downturns. ...

Financial planning

Median managers post solid year across board

Median managers across all major investment classes posted above index performance for the past financial year according to statistics released by Morningstar as part of ...