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FUND MANAGERS
People & Products
SQM has moved further to fill the void left by van Eyk, picking up the former research house’s deputy chief investment officer and head of research. ...
Funds management
Portfolio strategies used by equity fund managers in Australia do not always match their stated investment philosophies, new research by the CIFR reveals....
Financial planning
The FSC welcomed the China-Australia free trade agreement, saying it will give fund managers direct access to China and boost the nations’ financial services trade....
Funds management
Financial advisers should examine the ten year performance of fund managers as market failures and bubbles often take more than five years to full play out....
Financial planning
Lonsec has confirmed its purchase of van Eyk’s iRate business after weeks of speculation. ...
Financial planning
Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...
Financial planning
The FSI will not change anything and the status quo will be maintained, according to a finance/insurance broker....
Financial planning
AFM launches online tool intended simplify managed fund application processes. ...
Financial planning
Fund managers and superannuation funds will be required to make changes in the reporting of taxation that will be comparable in scope with those made for SuperStream unde...
Rate the raters
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
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...
Funds management
Planners have been cautioned about objective-based and lifecycle funds stating they may venture into risky assets that ignore investor’s particular needs....
Editorial
Long-held skepticism about the performance of ethical funds appears to be unfounded. Why then, are the funds still slow to gain traction, asks Nicholas O’Donoghue....
Financial planning
The FSC said Australian funds managers will gain cross-border access, and the financial services sector will benefit from the Japan Australia Economic Partnership Agreeme...
Financial planning
Colonial First State has consolidated its position at the top of the Wealth Insights platform rankings....
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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....