Features

This year marks the second year that Money Management has undertaken the Rating the Raters Survey which was carried out in conjunction with the Tom Collins Consultancy. T...

Rate the raters

Transparency a window into research houses

Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....

Editorial

Is your portfolio modelling as good as you think?

Average returns are only for average people and as Jacinda Green argues, there are better ways for planners to examine the risk/return relationship in a client’s portfoli...

Rate the raters

Ratings houses find mixed fortunes

The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...

Rate the raters

Research houses go head to head

Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....

Editorial

Challenger confident despite profit fall

Funds management group Challenger International has a drop in its net profit posting only $35.8 million for the half year to December 2002, down from $109 million in the ...

Editorial

Investors stay home a little too often

Investors have long held a bias to investing at home and, as Lochiel Crafter writes, this is understandable but does not justify current portfolio weightings....

Editorial

Two types of people: rational ones and investors

Psychology is often the biggest obstacle to consistently successful investing, says Gordon Thoms....

Editorial

Ten reminders for clients during market downturns

Be sensitive to your clients’ concerns and address them with information that reflects their original investment objectives....

Editorial

Investor Group returns best-ever first-half profit

Investor Group overcame “extremely difficult” market conditions to deliver its best ever first-half operating profit of $8.36 million in the six months to 31 December 200...

Editorial

Deakin reports loss on back of expansion drive

Deakin Financial Services has reported an operating loss of $776,403 for the first half of this financial year, and predicts this will increase to a loss of $1.2 million ...

Editorial

The ‘science’ of asset allocation

Despite a mixed track record, the traditional approach to asset allocation is rarely questioned – and it should be, says Dominic McCormick....