fund manager

Financial planning

S&P unveils fee model for fund manager ratings

Research house Standard and Poor’s (S&P) will not charge up front fees to funds management groups to be rated marking a departure from its globally used pricing system....

Financial planning

OFM in search for new admin provider

OFM Investment Group is conducting due diligence on a new administration outsource provider after mutually agreeing to part with incumbent provider, State Trustees, follo...

Editorial

Listed investments: what’s out there

Listed investments are not a new development and have been available to advisers for many years. As such a whole industry has been established around them....

Funds management

Fund managers support corporate governance

Perennial Investment Partners yesterday signalled it will continue to be active in representing investor interests on corporate governance, a stance coinciding with the r...

Funds management

Fund manager outlook remains bullish

Australian fund managers are confident this financial year will prove more fruitful than 2002/03 despite the failure of estimates made this time last year to materialise....

Financial planning

GMO given encouraging Assirt rating

Grantham Mayo Van Otterloo (GMO) Australia has had its Australian and international equities capabilities lauded by Assirt with the research house branding the quantitati...

Financial planning

Principal steadies local business and considers global fund

Principal Global Investors is considering launching a global property securities fund due to a “growing appetite among investors” for the asset class, and in Australia ha...

Financial planning

Macquarie consolidates industry position

Macquarie Bank’s funds management division - with a 17 per cent increase in funds under management to $4.7 billion over the past 12 months - and its financial services di...

Financial planning

InvestorWeb predicts demise of single manager products

Single manager multi sector products will disappear from the market in the medium-term, according to research from InvestorWeb....

Financial planning

Re-negotiating trust: a challenge for advisers

The consensus of thought on the current crisis of adviser credibility in financial planning seems to be “sit tight and ride out the storm”. But is it enough? Keith Peel r...

Financial planning

S&P launch adds to industry rating congestion

International rating and investment data group Standard & Poor’s (S&P) today formally launched Australian Fund Management Ratings - a rating and research tool aimed at fi...

Financial planning

Collins: Flogging equities or flogging a dead horse?

Equities have been a stable of portfolios for investors for many years, but maybe it’s time to stay out of equities argues Tom Collins....

Financial planning

AMP’s star falls in rating downgrade

Morningstar has downgraded AMP’s overall manager rating from four to three stars, following a combination of downgrades to forward-looking qualitative ratings and declini...

Financial planning

Mercer launches retail research platform

Mercer Investment Consulting has launched a retail investment research platform targeted specifically at the financial planning market, in direct competition with other p...

Financial planning

Absolute Capital expands team structure

Alternative investment fund manager Absolute Capital has made significant changes to its investment team, with group managing director Deon Joubert picking up the role of...