FUNDS MANAGEMENT

INDUSTRY NEWS

The use of total portfolio approaches by asset allocators is putting pressure on fund managers with outperformance being “no longer sufficient” when it comes to fund deve...

INDUSTRY NEWS

With evergreen funds being used by financial advisers for their liquidity benefits, Harbourvest is forecasting they are set to grow by around 20 per cent a year to surpas...

INDUSTRY NEWS

Total monthly ETF inflows declined by 28 per cent from highs in November with Vanguard’s $21bn Australian Shares ETF faring worst in outflows....

INDUSTRY NEWS

Schroders has appointed a fund manager to its $6.9 billion fixed income team who joins from Macquarie Asset Management. ...

INDUSTRY NEWS

Evidentia’s chief investment strategist Nathan Lim has announced his retirement after a 30-year career. ...

INDUSTRY NEWS

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 ...

INDUSTRY NEWS

Apostle Funds Management is actively pursuing further partnerships in Asia and Europe but finding a suitable manager is a “needle in a haystack”. ...

INDUSTRY NEWS

Managed account provider Trellia Wealth Partners, formed from the merger between Betashares and InvestSense, has appointed its first managing partner. ...

INDUSTRY NEWS

Nuveen has made its private real estate strategy available to Australian wholesale investors, democratising access to a typically institutional asset class. ...

INDUSTRY NEWS

VanEck is expanding its fixed income range with a new ETF this week to complement its existing subordinated debt strategy which has received $1 billion in inflows this ye...

INDUSTRY NEWS

Specialist global equities manager Nanuk has celebrated 10 years of its flagship New World Fund and is actively considering its next possible vehicle. ...

INDUSTRY NEWS

Australian equities manager Datt Capital has built a retail-friendly version of its small-cap strategy for advisers, previously only available for wholesale investors....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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