Articles tagged with 'standard-poors'

Property syndicates making a comeback?

10 March 2010 | Property syndicates were once a popular means to invest in direct property, but could they be making a comeback?


Index beats active funds over the long term

2 March 2010 | Index benchmarks have outperformed the majority of actively managed funds across both equity and bond fund categories over a five-year horizon, according to the latest SPIVA Scorecard.


S&P removes 'on hold' from CFS strategies

1 March 2010 | Standard & Poor's has assigned three-star ratings to two 452 Capital-managed large-cap Australian equities strategies distributed by Colonial First State.


Fund manager skills first priority in concentrated funds, says S&P

16 February 2010 | The right fund manager with a good skills set should be the priority before the concentration of a fund is considered, according to Standard & Poor's.


Ascalon increases stake in H3 Global advisors

5 February 2010 | Westpac-owned boutique funds management incubator Ascalon Capital Managers has acquired another 15 per cent stake in absolute return fund manager H3 Global Advisors, increasing its overall equity to 45 per cent.


International equity funds: On a road to nowhere?

1 February 2010 | Could the start of 2010 signal the end of international equity funds? Janine Mace finds out.


Perpetual Split Growth Fund assigned four stars by S&P

29 January 2010 | The Perpetual Split Growth Fund, which uses a mix of international shares and Australian industrial shares, has been assigned a four-star rating by Standard & Poor's.


TAA added value in 2009, says S&P

27 January 2010 | Tactical asset allocation (TAA) has helped fund managers add value over the medium term, according to a Standard & Poor’s multi-sector report.


BlackRock on top in S&P multi-sector ratings

25 January 2010 | Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail markets.


Former Souls funds rated after change to Celeste

22 January 2010 | Two Australian equity funds formerly managed by Souls Funds Management have had their 'on hold' status lifted and received ratings from Standard & Poor’s following a name change.


No sign of mortgage fund thaw

21 January 2010 | Mortgage funds now face the delicate balancing act of meeting the interests of both investors waiting for the sector's recovery and those still looking for an exit strategy.


S&P global equities regional review reveals emerging markets preference

19 January 2010 | A Standard & Poor’s global equities regional sector review has revealed a falling demand for funds with an exposure to developed markets as investor appetite for emerging markets grows.


MIR team changes see fund 'on hold'

12 January 2010 | Standard & Poor's has placed the Advance Concentrated Australian Shares Fund 'on hold' following changes to the fund's management team and methodology.


The year ahead for A-REITS

7 December 2009 | Will Australian real estate investment trusts (A-REITs) outperform their overseas counterparts?


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.


S&P Fund Services unchanged by retail AFSL withdrawal

20 November 2009 | Standard & Poor's (S&P's) decision to withdraw its application for a retail Australian Financial Services Licence (AFSL) will not affect S&P Fund Services, the ratings house said.


S&P assigns five stars to Zurich Investments Global Thematic Share Fund

18 November 2009 | S&P upgrades Zurich Investments Global Thematic Share Fund to five stars, the only five-star rating in the thematic peer group.


S&P releases SMA guide for advisers

13 November 2009 | Standards & Poor’s Fund Services has released a report to help financial advisers gain a better understanding of separately managed accounts (SMA).


S&P downgrades AXA ratings

11 November 2009 | Ratings house re-evaluates AXA Asia Pacific as parent views Australasian operation as non-strategic.


Analyst departure sees AMP fund 'on hold'

6 November 2009 | Standard & Poor's has placed two AMP Australian equity funds ‘on hold’ following the departure of a key analyst.


Research house round table: A learning curve that is too steep

28 August 2009 | The recent round table discussion held by Money Management examined concerns over adviser education levels and their capacity to meet the individual needs of clients.


Research house round table: balancing business interests with integrity

28 August 2009 | The filtering of product information by dealer groups and perceived conflicts of interest were contentious topics at the recent Money Management round table.


Three fund managers have S&P ratings withdrawn on direct and hybrid property funds

24 June 2009 | Rating withdrawals of AXA, BlackRock and Tankstream funds follow suspension of redemptions and/or applications last year.


Former Credit Suisse funds pick up four-star rating following Aberdeen transition

18 June 2009 | Five of the Credit Suisse international equities funds acquired by Aberdeen Asset Management have had their ratings reinstated.


S&P withdraws ratings on two APN Property Funds

09:46 AM | Ratings withdrawn as a result of a temporary suspension of the funds' applications and redemptions.


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