investment manager

Editorial

Strategies for compounding wealth with alpha

For investors who want to accelerate returns quickly, compounding interest and alpha could be the kick they need, write JD de Lange and Sam Benjamin....

Financial planning

Chasm between growth and policy threatens momentum

Financial markets will continue to be torn between the improving global economy and concerns about policy, an investment manager believes. ...

Funds management

Improvement across asset classes predicted

The stabilisation of the global economy in 2014 will see a jump in private equity buyouts, while fostering "slow-but-steady" fixed income and equities growth....

Funds management

Standard Life reduces Australian exposure

Standard Life sells down Sydney and Brisbane exposures to focus on recovering markets....

Financial planning

Tailor MDAs for every client: adviser

Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...

Funds management

Legg Mason reduces minimum investments to attract SMSFs

Minimum investment amounts heavily reduced to attract planners, retail investors and SMSFs. ...

Financial planning

Financial advice valued but rarely used

BlackRock’s inaugural global survey found clients highly value financial advice but only 15 per cent use it....

Editorial

For what types of funds are performance fees warranted?

This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...

Financial planning

Property fund announces new acquisitions

Unlisted property vehicle the Australian Property Opportunities Fund this week announced the acquisition of two neighbourhood shopping centre investments — one in Melbour...

Financial planning

Zenith defines ‘real return’ category

Ratings house Zenith Investment Partners has announced a dedicated category for 'real return' products....

Funds management

APRA accepts last EU in Trio enforcement action

Regulator says thirteenth EU will conclude planned Trio action....

Financial planning

Lonsec rates Market Vectors ETFs

Lonsec has rated yet another ETF offering – this time the four Australian ETFs of Market Vectors ETFs – the ETF business of US-based investment manager Van Eck Global....

Financial planning

Trio-linked adviser pleads guilty

A former investment manager tied to embroiled superannuation fund Trio Capital is facing jail after admitting to making false or misleading claims for financial gain. ...