FUNDS MANAGEMENT

Funds management

Money Management has looked at last year’s top quintile Australian small/mid-cap equity funds and found that five have maintained their position....

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Funds management

IFM Investors has announced that the firm’s outperformance has resulted in a global fee rebate....

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Funds management

While several strategies have witnessed a fall in their FE Crown Fund Rating, some funds’ underperformance can be put down to conviction, while others continue to perform...

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Funds management

Having the capability to specialise and seize opportunities quickly defines the FE Crown Ratings’ top performers, with their consistency across rating calculations also s...

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Funds management

Over a third of funds in the Australian Core Strategies Equity – Australia sector have been awarded a four and five-Crown rating, making it the sector that’s fared the be...

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Funds management

Witnessing a lift in their FE Crown Fund Ratings from one to four Crowns are the Evans and Partners International strategy and the State Street Passive Balanced Trust....

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Funds management

The US-based THB and local firm Brookvine have brought international micro-cap investing to Australia with the launch of the THB International (ex-USA) Micro Cap Fund....

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Funds management

Money Management has looked at the top performing high-and-low-risk Australian equity funds to see whether high-volatility funds are a risk worth taking....

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Policy & Regulation

New research conducted by RBC Investor and Treasury Services has confirmed that regulation is the big challenge facing asset managers....

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Funds management

Smaller investors and instos are expected to increase allocations to unlisted infrastructure, according to Infrastructure Partners Investment Fund....

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People & Products

OneVue is building a private labelled version of its investment platform of Allan Gray, extending its relationship with the fund manager beyond that of managed fund admin...

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Funds management

Women in investment management are “seriously concerned” about the lack of equal treatment and opportunities they face based on their gender, according to the University ...

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Funds management

A new report has found that over half of all professionally managed investments in Australia are now invested as responsible investments....

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Funds management

Disruptive technologies are driving more opportunities in commercial real estate, according to Clarion Partners....

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Expert Analysis

Stuart Fechner writes that the benefits of passive versus active investing depend on the objectives and purposes of the investor, and advisers can help clients work out w...

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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 6 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 21 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 1 hour ago