FUNDS MANAGEMENT

Funds management

FE Crown Ratings biannual look at new funds, which met the three-year history requirement for the first time, has delivered a fairly similar picture compared to the last ...

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Funds management

Showing that substance ultimately matters more than having a big name, the August FE Crown Ratings calculations saw some major fund managers awarded just one Crown on man...

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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 15 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago