Articles tagged with 'investment-research'

UBS Aussie bond fund 'on hold'

5 March 2010 | Standard & Poor's (S&P) Fund Services has placed UBS Australian Bond Fund 'on hold' after portfolio manager Adam Bowe announced he was leaving the firm.


Morningstar moves into industry funds research

4 March 2010 | Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers.


Red flag raised on emerging markets

25 February 2010 | Australian investors need to rethink their exposure to emerging markets, warns Morningstar.


Performance fees excessive: van Eyk Research

28 January 2010 | Performance fees being charged by some fund managers in the Australian equities extension sector are excessive, and are being applied without appropriate benchmarks.


Global equities sink while Aussie shares soar

20 January 2010 | A Morningstar report into the performance of managed funds has revealed the extent of the failure of global equities funds to provide returns to investors over the past five years while confirming the superior performance of the domestic equities market.


Fund manager payments breed scepticism

18 December 2009 | Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue.


Zenith gives green light to new absolute return funds

9 December 2009 | Zenith Investment Research has placed a 'recommended' rating on two new absolute return funds, AQR Delta and the JANA Triplepoint.


Van Eyk Research chief defends subscriber-pays model

2 December 2009 | The chief executive of van Eyk Research believes "the market has decided" which remuneration model is appropriate for research houses, and says his group’s subscriber-pays model has won.


S&P defends product-paid model

1 December 2009 | Research house S&P has defended its manufacturer-pays model, saying it increases transparency at a number of levels, despite acknowledging it leaves the research house beholden to the wishes of the product manufacturers.


Morningstar puts brakes on AMP Capital Investors' Aussie equities fund

9 November 2009 | Morningstar has given a scathing assessment of AMP Capital Investors' Australian equities fund following the departure of one of the group's analysts on the same day the group announced a "research platform" for its Asia Pacific equities operations.


Portolios: Model behaviour

2 November 2009 | Many financial planners now use model portfolios to assist in the complex task of managing their clients’ wealth. But is a model portfolio the best option, and what are the key issues advisers should think about when considering this approach? Dominic McCormick reports.


BlackRock tops diversified sector in Zenith review

28 October 2009 | In its latest review of the diversified sector Zenith Investment Partners granted two 'highly recommended' ratings - and both went to BlackRock.


Money Management 4minutes

21 October 2009 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.


Use of general research for advice 'under challenge'

7 October 2009 | Relying on general research from research houses for the provision of advice is being challenged, according to research consultant Rob Mcgregor.


Advisers need to be 'realistic' about investment strategies

2 September 2009 | Distorted markets create significant opportunities for active managers.


BT appoints head of research and product

27 August 2009 | Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups.


AIOFP inks research alliance with Mercer

4 June 2009 | Research house Mercer will assist the AIOFP to establish its new research committee, which will provide investment research and construct an approved product list for the association's member firms


S&P rethinks CDO ratings

19 March 2009 | Ratings house Standard & Poor's is in the process of changing the way in which it rates CDOs, with the result that many of the products may be downgraded


Van Eyk launches risk ratings system

17 March 2009 | Researcher has adopted a new risk ratings system designed to provide clients with risk warnings on managed funds.


Credit Suisse funds 'on hold'

12 January 2009 | Aberdeen acquisition sees Morningstar adopt cautious approach.


Planner intentions for 2009 revealed

10 December 2008 | A return to traditional asset classes.


No winner in ratings house blame game

21 November 2008 | Debate over role, responsibilities and accountability continues.


Opportunity knocks for investors

12 November 2008 | Positive outlook for the Australian equities concentrated sector.


Farrell to head St George Investment Solutions

14 May 2007 | St George has appointed Patrick Farrell as its new head of investment solutions.


PortfolioConstruction launches Internet TV

28 November 2006 | Publishing house, brillient!, the company that produces the PortfolioConstruction Journal and annual conference, has made its debut on Internet TV delivering investment research.


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