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FUNDS MANAGEMENT
Financial planning
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
People & Products
Schroders Investment Management has announced the appointment of Stuart Dear as a fund manager within its fixed income and multi-asset team....
Editorial
Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....
Funds management
Active fund managers hold the key to potentially strong returns in an index-hugging Australian listed property trust securities sector, according to Lonsec's recent secto...
Financial planning
Treasury Group has entered into a partnership agreement with Singapore based equity manager Octis Asset Management....
Funds management
Standard & Poor's half-yearly fixed interest peer review said active managers continued to struggle in 2012 as issues in peripheral Europe showed no signs of abating....
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
People & Products
Hyperion Asset Management has appointed Will Hartnell as a dealer and analyst, bringing the fund manager's Brisbane-based investment team to five....
Funds management
Russell Investments is set to launch a new survey which would measure and rank fund managers on their after-tax returns....
Rate the raters
The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...
Rate the raters
Leveraging worldwide resources, Mercer’s global status has helped win respect for its research methods among the majority of fund managers in Money Management’s Rate the ...
Rate the raters
Zenith may be the underdogs when comparing the resources of other ratings houses, but Money Management’s Rate the Raters 2012 proved you don’t need shiny toys to play wit...
Rate the raters
While the impact of recent redundancies and a shift in focus towards alternatives will not be felt until next year’s survey, one area van Eyk improved on in 2011 was the ...
Rate the raters
Morningstar’s rating in this year’s survey of fund managers has slightly deteriorated over the past 12 months, particularly in the area of methodology....
Editorial
Morningstar's Kathryn Young discusses the pitfalls lurking in trailing returns data and the best ways an investor can use it in fund assessment....
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MARKET INSIGHTS
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....