FUNDS MANAGEMENT

Funds management

Investment strategies for Australian institutional investors posted mostly positive results for the September quarter spurred on by a strong local share market....

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Superannuation

SMSFs should be compelled to put some money into the country's infrastructure assets, according to chairman of retirement income at Challenger, Jeremy Cooper....

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People & Products

Australian Unity Investments has appointed Kate Hoare as its fourth senior investment executive....

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Editorial

With every investment management firm claiming it is different from its competitors, Allan Gray asks what it means to be contrarian....

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Financial planning

Australian Unity's Personal Financial Services division doubled its funds under advice (FUA) during 2011-12, bringing it to just under $2 billion....

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People & Products

Former Count Financial managing director Andrew Gale has joined specialist corporate advisers Chase Corporate Advisory as executive director....

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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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Financial planning

Foreign investors will be exempt from paying tax when using an Australian fund manager under the Investment Manager Regime which passed through Parliament yesterday....

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Superannuation

Many investors who invest in a managed fund that has to-date demonstrated strong performance are destined to be disappointed by its subsequent performance, according to a...

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Funds management

Managed fund outperformance rarely lasts for more than a few years before it 'peters out', according to research conducted by van Eyk....

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Financial planning

AMP Capital's core property fund has received a four-star rating from S&P after being placed on hold in March....

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Financial planning

With the ASX considering the final look of its new listed managed fund service, questions remain over whether Aqua II will attract wholesale fund managers to make the lea...

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Funds management

An ASIC review of unlisted property managed investment scheme responsible entities has pointed to some deficits and an ongoing review program....

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Funds management

Growth funds were down over the second quarter of 2012 while income-focused options fared better, according to Morningstar's latest managed fund performance report....

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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...

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

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

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

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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...

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