ACTIVE FUNDS

Funds management

Advisers are increasing their use of exchange traded funds to reduce overall portfolio costs, and 75% of advisers think smart beta strategies are going to become more pre...

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Funds management

As one of the worst performing sectors of 2019, active funds stood out at the top....

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Features

Vanguard’s Aidan Geysen explains how advisers can determine the right mix between active and passive funds for a client’s portfolio and how they can help a client meet th...

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Policy & Regulation

The Australian Investments and Securities Commission has asked market operators to exclude any new managed funds that fail to disclose their daily portfolio holdings and ...

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Funds management

Investors are struggling to reconcile the risk-return trade off inherent in investing, according to a new Natixis Investment Managers survey....

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Funds management

Australian broad cap equities prove a pretty strong case for active management, with only one exchange-traded fund sitting in the top quartile for the year to last month’...

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Funds management

With proposed trade tariffs and concerns about US rate rises expected to have a “painful but not devastating” impact on the Chinese economy, investors should keep an eye ...

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Funds management

The ASX mFund Settlement Service now boasts the availability of over 200 funds to investors and financial advisers....

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Funds management

The US equity market is “far from bubble territory” and valuation is not going to be the factor that end’s the bull market’s run, the investment manager says....

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Funds management

The majority of financial professionals are using smart beta strategies to replace actively managed funds, according to a VanEck survey....

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Funds management

The “comfort” that comes with growth, profitability and quality these days is very expensive to own in isolation, according to Antipodes Global Investment Partners....

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Funds management

FE Analytics shows which Aussie equity income funds have managed to outperform their peers over the past three years....

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Funds management

Diversification and narrowing the range of possible investment outcomes is of paramount importance in the post-retirement environment, according to Insight Investment’s A...

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People & Products

Perpetual has promoted Vicki Riggio to general manager, managed funds services, from her current role at the company as general manager, management services....

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Funds management

The returns that fixed income as an asset class have delivered historically are going to be practically impossible to achieve going forward, according to Aviva Investors....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago