FUNDS MANAGEMENT

Funds management

Active bond mutual funds have largely outperformed their median passive peers, PIMCO’s study proved....

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Features

Dr Michael Hasenstab looks at unconstrained fixed income strategies that focus on generating absolute return and investment allocations that are outside core indices....

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Features

To take advantage of volatility, investors are expected to refocus on diligent research to determine a company’s value, writes Natalie Tam....

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Funds management

Integration of ESG helps asset owners improve returns, according to State Street Global Advisors’ study....

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Financial planning

Bell Financial Group saw a strong start to the year, with a 16 per cent revenue growth for the first quarter of the year....

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Funds management

Samsung Asset Management and IFM Investors have joined to create an infrastructure debt fund....

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Financial planning

Challenger has delivered another strong quarter underpinned by a 53 per cent increase in annuities sales....

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Superannuation

Superannuation fund returns were driven higher in March thanks to continued gains from the Australian share market, according to SuperRatings....

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Funds management

Henderson saw net outflows of £1.4 billion ($2.39 billion) from retail and £0.4 billion ($682.2 million) from institutional during the first quarter of the year....

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Funds management

WAM Capital Limited has acquired an unlisted investment company for $25.5 million....

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Features

Investors should consider whether expensive strategies are simply about price or if they actually offer something more personal that’s difficult to quantify, but will ens...

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Financial planning

MDA providers faced their first deadline of 1 October to comply with the revised MDA services framework but not many had moved on this, The Fold Legal said....

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Financial planning

Compliance automation was disrupting the comprehensive advice model and was replacing it with single piece advice as clients demanded more efficiency and innovation....

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Funds management

Centuria has launched an unlisted property fund which is expected to benefit from projected improvement in the Brisbane market office....

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Tools & guides

Despite the domination of Australian equities in portfolios, global opportunities are attractive particularly for a bottom-up benchmark-unaware manager, Simon Blanchflowe...

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