FUND MANAGERS

Funds management

As investors look to diversify their portfolios, Certitude Global Investment chief executive Craig Mowll says he has seen a renewed interest in fund managers taking an ac...

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Funds management

Investors making the decision to allocate to listed property are looking beyond a single-strategy portfolio to meet their financial needs and want to diversify across a l...

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Funds management

A structural change in investor attitudes means fund managers are now competing in a "savings pool" rather than an "investment pool", according to BT Investment Managemen...

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Funds management

Global listed property has outperformed both Australian listed property and international shares over the five years to 31 August, as investors seek high yield and a stea...

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Funds management

Fund managers have been accused of neglecting the needs of retail clients and catering to the institutional market....

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Superannuation

Uncertainty is driving short-termism among fund managers and has cast doubt on the viability of growth from underlying structural trends, according to Nicky Stafford, por...

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Funds management

Investment managers expect a sustainable turnaround in the Australian share market by the end of 2013....

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Funds management

Most global fund managers have maintained a neutral view when it comes to their allocation to bonds and equities for the remainder of 2012, according to the latest HSBC F...

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Editorial

Morningstar's Tom Whitelaw outlines the differences between boutique and institutional fund managers with the aim of dispelling popular misconceptions....

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Funds management

Performance volatility and concentration issues continue to plague the Australian real estate investment trusts (A-REITs) sector....

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Funds management

The property securities sector produced modest gains over the past 12 months, but continues to face volatility and concentration issues, SQM Research has found....

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Rate the raters

Standard & Poor’s (S&P) – a name synonymous with credit ratings and research the world over – will no longer have an Australian ratings and fund services presence from 1 ...

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Rate the raters

Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....

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Funds management

Modern portfolio theory still has a place in portfolio construction, but fund managers have been taking the wrong approach, according to Pinnacle Advisory head of researc...

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Financial planning

Clime Australian Value Fund joins Macquarie Wrap platform....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 5 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 20 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day ago