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RESEARCH HOUSES
Financial planning
UBS Global Asset Management came from almost nowhere to win this year’s Fund Manager of the Year award. DAVID HOVENDEN spoke to John Larum and Colin Woods about the group...
Financial planning
When Greg Perry announced his departure from CFS, DOMINIC McCORMICK says a vintage exhibition of marketing muscle and finesse left many research houses dancing to the inv...
Financial planning
Merill Lynch Investment Managers (MLIM) has created an internal research division focusing on the delivery and service of research to investment consultants and research ...
Rate the raters
Since the news of the purchase of van Eyk Research by William M Mercer, as reported by Money Management last week, hit the market the question has been raised as to wheth...
Financial planning
The recent Money Management Rating the Raters Survey, which gauged fund managers’ attitudes to research houses, has drawn responses from the research groups featured in t...
Financial planning
Research house InvestorWeb will phase out the purchase of raw data from Morningstar as it seeks to create its own, depriving the latter of a sizeable portion of its reven...
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The words ethics and integrity seem to sit comfortably alongside the work of research groups. But, as GEORGE LIONDIS reports, funds managers paint an entirely different p...
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<i>Money Management</i><i>’</i><i>s</i> Rating the Raters survey has brought to the surface a number of grievances and added a missing element in the debate on the value ...
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Despite rating the value that research houses provide as high, funds managers are not clear on how the research market differentiates itself, and as a result, who is best...
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Funds managers are not as hardline in their attitudes towards research houses compared to nine years ago. FIONA MOORE compares the survey results and the responses of fun...
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Research houses have not met the expectations of fund managers in the key areas of ethics, integrity and disclosure according to results from the <i>Money Management Rati...
Editorial
Following a poor rating, fund managers are the first to criticise a research house’s approach as either too qualitative or quantitative in its focus. However, as FIONA MO...
Financial planning
<i>Money Management</i><i>’</i><i>s</i> ‘Rating the Raters’ survey featured in this edition began to generate a lot of interest even before the last words had been writte...
Financial planning
These are the gatekeepers, the traditional custodians of investor’s interests, the middle-men between those with the money and the fund managers that invest it. They are ...
Financial planning
Risk profiling group ProQuest is close to signing deals with four financial services groups in moves that will expand its Australian presence as well as launching its bra...
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Podcast
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 ...