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SQM RESEARCH
Financial planning
Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due c...
Financial planning
A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....
Funds management
Concerns have been raised about “fly by night” private credit managers and why advisers should be wary when it comes to their fund selection. ...
People & Products
Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market....
People & Products
Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies. ...
Funds management
The abrupt departure of Pengana fund managers Steven Glass and Jordan Cvetanovski was the result of the pair having “different ideas” about the future direction of the bu...
Funds management
Two Pengana International fund ratings have been put on hold by SQM Research as the firm announced its chief investment officer, Jordan Cvetanovski, and deputy portfolio ...
Rate the raters
Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...
News
Financial planners in favour of Lonsec but have made room for some new entrants, according to Money Management's Rate the Raters survey....
Funds management
Research house SQM has given a ‘superior’ rating of the Australian Eagle Trust Long-Short fund of 4.25 stars....
Funds management
Clime Investment Management has been awarded superior ratings for three of its funds by research house, SQM Research....
People & Products
Ratings house SQM Research has awarded the Ausbil Global Essential Infrastructure Fund a ‘superior’ rating for investors seeking out alternative investments....
Funds management
L1 Capital has announced that its UK Property Fund III has been added to Macquarie Wrap platforms, Macquarie Investment Manager and Macquarie Investment Consolidator....
Funds management
Fund managers have recognised the growing presence of SQM Research in the first part of Money Management’s “Rate the Raters” survey....
Rate the raters
While smaller and new entrants to the ratings market are shaking up the status quo, Oksana Patron finds that historic issues such as inexperienced staff and poor sector c...
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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....