Funds & Asset Management Industry News

LATEST NEWS

The SMSF Association and the Australian Taxation Office (ATO) have signed a statement of intent to formalise the relationship between the regulator and the industry, making it the first time a regulator and the industry have formally collaborated. In an

Industry news

MSC Trustees replace Sargon in trustee role

MSC Trustees has been appointed as a trustee for Spark Infrastructure’s $1 billion listed notes, replacing Sargon.

6 July

APRA is considering whether the whistleblowing provisions of the Life Insurance Act were adhered to in the CommInsure claims handling controversy.

Money Management Research

Fixed income beneficial while equity earnings are low

Fixed income offers protection in the current economic climate while doubts loom over company earnings.

3 July

Industry news

Social distancing hits AREIT returns

The Australian real estate investment trust index lost 16.4% in the 12 months to 31 May, 2020, as people working

3 July

Private equity funds have urged ASIC to address “flawed implementation” of new fee disclosure requirements.

Industry news

Schroders expands private assets offering

Schroders has launched a private equity fund for Australian investors in a move that will see more private assets

3 July

Industry news

Building resiliency in portfolios is key

Building resiliency in portfolios is key, with a focus on hedging the downside risk while also maintaining

3 July

Money Management Research

EOFY: How did small-caps fare against their large-cap counterparts?

As markets weathered the market crash caused by the COVID-19 pandemic, the ASX Small Ordinaries lost 6% during the

3 July

Money Management Research

EOFY: Which stocks saw a boost?

With turbulent markets in 2019/20, it was healthcare and technology stocks that led the best performance in the

3 July

Money Management Research

EOFY: The four sectors that delivered positive full-year returns

As we enter a new financial year, Money Management explores which sectors had the best performance during the full

3 July

Industry news

Schroders reduces fees

The firm is reducing its management fees across 16 funds in October to ensure its fee levels are competitive.

2 July

Rising bond yields have benefited unconstrained managers to produce superior and more consistent investment outcomes, according to Zenith.

Industry news

Equity investors need more 'yield agnostic' strategies

The looming dividend cuts have stressed the danger for equity investors relying on dividend yields alone,

2 July

Industry news

Zenith takes Chant West

Research and ratings house Zenith Investment Partners has achieved what amounts to a reverse listing by acquiring

1 July

Industry news

Perpetual acquires ESG firm Trillium

Perpetual has completed its acquisition of US ESG investment firm Trillium Asset Management with hopes to launch

1 July

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Aug27

ESG/ Responsible Investment Webinar 2020

Sep15

What Do Your Clients Think Webinar 2020

Bozo

my wife didn't give her informed consent. they just gave it to her.

ASIC brackets intra-fund advice with scaled and personal advice8 hours 27 min ago

Wozar

Lots of but-hurt advisors here who don't seem to realise that it was their colleagues...

ASIC hires experts to help solve advice crisis13 hours 59 min ago

Realistic

It wont be you doing it Brett, unless you are an employee of that fund.

Key super funds back ROA advice model 14 hours 51 min ago

Funds management

LATEST NEWS

MSC Trustees replace Sargon in trustee role

Fixed income beneficial while equity earnings are low

Social distancing hits AREIT returns

Schroders expands private assets offering

Building resiliency in portfolios is key

EOFY: How did small-caps fare against their large-cap counterparts?

EOFY: Which stocks saw a boost?

EOFY: The four sectors that delivered positive full-year returns

Schroders reduces fees

Equity investors need more 'yield agnostic' strategies

Zenith takes Chant West

Perpetual acquires ESG firm Trillium

Bozo

Wozar

Realistic

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