ACTIVE MANAGEMENT

Funds management

Wealth managers are planning to increase their use of active strategies as they believe active management offers diversification and outperformance potential for their cl...

Funds management

With active players closing funds and struggling to hold their own against passive players, recruiters have debated whether there is still a hiring market out there for a...

Funds management

Only three active asset managers are forecast to see positive flows through to FY29, according to Morningstar, with those focused on specialist fixed income in the best p...

Funds management

A potential deal between Platinum Asset Management and L1 Capital may unlock cross-selling benefits but will be unlikely to reverse structural challenges facing active ma...

Expert Analysis

Active management in fixed income remains a compelling strategy, leveraging market inefficiencies to generate excess returns and manage risk, often more effectively than ...

Funds management

Ethical fund manager, Ethical Partners, is understood to have closed up shop after six years in business....

Funds management

The shift from active managers to ETFs is likely to persist, according to Morningstar, and active firms are unlikely to be able to regain the lost market share....

Funds management

Sebastian Mullins, head of Schroders’ new combined fixed income and multi-asset division, says the move is a way of “future-proofing” the business. ...

Funds management

Rather than taking a set-and-forget approach to credit investing, this investment specialist sheds light on why it is time for active management in the asset class....

Funds management

Some 44 per cent of top quartile bond funds in 2021 remained in the top quartile two years later, according to S&P Dow Jones research, far higher than their equity counte...

Expert Analysis

Active and passive investment strategies have been battling for investors’ attention for many years but the tough conditions in markets currently make a strong case for a...

Funds management

Two Schroders investment executives have emphasised the value of active management amid a volatile backdrop, citing the ability to move between asset classes as key to at...

Funds management

The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to ad...

Financial planning

The portfolios would give advisers access to highly-rated managed funds and ETFs across a suite of six risk profiles. ...

Expert Analysis

As investment management firms seek to differentiate themselves to attract clients, Julian Morrison explores what steps firms can take to stop the flood of clients to pas...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 23 hours ago