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FUND MANAGER
Financial planning
Having a global reach has been one of the contributing factors to PIMCO Australia’s consistent top performance, and first place win in the Money Management Fund Manager o...
Rate the raters
The annual Rate the Raters Survey conducted by Money Management gives fund managers an chance to turn the tables and rank those organisations whose business it is to anal...
Financial planning
Research methodologies and processes are the ultimate means by which one research house can differentiate itself from its competitors....
Financial planning
Ignoring their own rhetoric, balanced fund managers appear to relying on short-term results, writes LEEANNE BLAND....
Financial planning
Van Eyk has entered a strategic research alliance with property research group Managed Investment Assessments (MIA), the last in a series of research group alliances inte...
Funds management
Listed fund manager Australian Value Funds Management has taken a 40 per cent stake in planning firm Garnaut Private Client Advisers....
Financial planning
Research groups generate an income from the fees charged to clients – either fund managers opting for a review, or subscription payments from advisers wishing to get regu...
Editorial
In late 2003, I wrote an article which pointed out some of the flaws in the new listed investment companies (LICs) floating at the time, and predicted that investors’ hig...
Financial planning
One of the world’s largest fund managers has cut-off access to van Eyk Research, accusing the ratings house of acting as its competitor and claiming that it could not tru...
Financial planning
Australian equities have become the star performers of many portfolios in the past 12 months, and every day the market gets stronger. But, like all good things, it has to...
Financial planning
The mid-cap stocks enjoyed strong growth in 2004, and have been a favoured sector for investors, but should that be the only sector which investors focus on? The simple a...
Financial planning
It is a cruel irony that last year’s outperformance of the Australian equities sector should give few clues to fund manager performance during 2004 and the 12 months ahea...
Financial planning
BT Financial Group has given its planned new dealer group an identity, and confirmed that former Retireinvest chief executive Mark Spiers would head up the business....
Funds management
Mariner Financial has become the latest fund manager to launch an American property trust, the Mariner American Property Income Trust, which it claims will target high-yi...
Financial planning
Merrill Lynch Investment Managers is bringing the highly diversified investment approach, philosophy and process of its US-based Global Allocation Fund to the Australian ...
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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....