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FUNDS MANAGEMENT
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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 ...
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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...
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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....
Editorial
During the GFC, direct property had a number of issues related to manager capability, asset quality, illiquidity and gearing. However, the sector has been working hard to...
Funds management
Boutique fund manager Bennelong Funds Management has shone a light on the competitive pressures facing managers in the current environment, saying that boutiques are shut...
Financial planning
The number of self-managed superannuation funds (SMSFs) using a RG146-compliant financial adviser has continued to decline, sitting at 52 per cent, according to Investmen...
Financial planning
2020 DIRECTINVEST founder Michael Lannon has retired from the business just three months after its merger with Mason Stevens....
Funds management
The liquidity issues that caused a number of mortgage funds to be frozen at the height of the global financial crisis have been addressed and these funds can now offer re...
Funds management
Disillusionment with the funds management industry and a hunger for transparency among clients is fuelling a move towards direct equities....
Editorial
In order to bring back the appeal of managed funds, Australia needs to comply with the newly created international standards on managed fund structures, according to Harv...
Funds management
Total retail and wholesale funds under management and administration grew 4.8 per cent to $813 billion in the March quarter, according to DEXX&R....
Financial planning
Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....
Financial planning
A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...