Charter Hall Direct partners with investment platform provider
Charter Hall Direct, part of property investment and funds management group Charter Hall Group, has announced a partnership with independent investment information platform, Informed Investor.
The platform aimed to enhance investors’ and financial advisers’ knowledge of Australian commercial property markets and investment products based on this asset class, the firm said.
Charter Hall Direct’s head, Steven Bennett, said the Informed Investor platform was developed to provide a greater depth of information and education to both investors and the financial adviser community.
“An accessible and independent source of information such as this is welcomed, and Charter Hall Direct is pleased to produce educational and engaging content to reduce financial complexity,” he said.
Charter Hall currently has almost $22 billion under management in Australian real estate investment trusts (A-REITs), direct property funds (known as unlisted property funds), unlisted wholesale funds and private syndicates.
Informed Investor’s chief executive, Tim McGowen said: “We are working together to create digital content which will be used as an aide to better understand the Product Disclosure Statements (PDS) individual investment products must produce.”
“We also use tools like videos and quizzes to measure this understanding, in addition to offering CPD points to financial advisers.”
AUTHOR
Oksana Patron
Recommended for you
Evidentia’s chief investment strategist Nathan Lim has announced his retirement after a 30-year career.
GQG Partners has marked its fifth consecutive month of outflows as its AI concerns lead to fund underperformance but overall funds under management increased to US$166.1 billion.
Apostle Funds Management is actively pursuing further partnerships in Asia and Europe but finding a suitable manager is a “needle in a haystack”.
Managed account provider Trellia Wealth Partners, formed from the merger between Betashares and InvestSense, has appointed its first managing partner.
