Fund managers have delivered a strong rebuke to research groups who diversify into investment management, with over 80 per cent claiming the move creates serious conflict...
The recent decision by UBS to prevent van Eyk from reviewing its funds has focused attention on whether a conflict of interest exists where a research house offers servic...
Lonsec has become the second research house to suspend ratings on most HSBC Asset Management Australia funds, following yesterday’s confirmation of its purchase by Challe...
Australia’s multi-manager funds have too much exposure to in-house products, too many inefficient mandates with unit trusts, and are confused about alternative investment...
ING’s OptiMix multimanager funds have scored a ‘recommended’ rating from research house Lonsec, mainly in light of top quartile returns and successful tactical asset allo...
MLC is claiming to have achieved better after-tax returns and lower transaction costs just months after introducing it unique ‘emulation’ method for running a multi-manag...
With most of the ‘shocker’ products weeded out, and interest among investors surging, the agribusiness sector is heralding in a new Spring, writes JOHN WILKINSON...
Steve Kyling’s departure after six years at Challenger Howard Mortgage Trust has seen Lonsec downgrade the product, while his new employers, MFS, have coincidentally had ...
Perpetual Investments has played down research house fears its new in-house international equities arm will be a far removal from the way the asset class has been managed...
The Perennial/IOOF Value Shares Fund, Investors Mutual Industrial Share Fund, Deutsche Australian Equities Alpha Fund and Citigroup equity Trust have maintained their pos...
Research group Lonsec is remaining relatively up-beat about the future prospects of hedge fund investments, despite what it identifies as looming challenges for the secto...
Lonsec is a true research house. At least according to managing director Grant Kennaway who says this is the main distinguishing feature of the Melbourne based company....
A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....
Dealers groups are now incorporating research from a range of providers. Lucia Appleby reports....
IOOF has been upgraded while Colonial First State and ING have both been downgraded as part of research house Lonsec’s Diversified Sector Review released today....
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...