ALPHINITY

Funds management

Following a review by Alphinity and Fidante Partners, Alphinity Investment Management has lowered the management fees of its two global equity funds....

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People & Products

The pair have a combined 45 years’ industry experience and will work on the firm’s global equity and global sustainability funds. ...

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Features

As managers focus on the beneficiaries of COVID-19, there is one sector which has both performed strongly during the pandemic and should continue to do so after, writes L...

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People & Products

Elfreda Jonker has been appointed as client portfolio manager to its Sydney-based team....

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Features

Australian investors need to consider whether they are willing to sacrifice returns for their ethical values as the exclusion of miners could cause a significant skew to ...

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Expert Analysis

Markets can be split into four distinct phases, writes Elfreda Jonker, and understanding how each one performs can be key to picking the right equities....

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Expert Analysis

After a decade in responsible investing, Stephane Andre and Bruce Smith, share what they have learnt and how the ESG environment has changed....

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People & Products

Jessica Cairns has been appointed to the newly-created role which will support its effort to integrate ESG-related matters across its domestic and global equities funds....

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Funds management

Buy now, pay later stocks like Afterpay, Sezzle and Zip may have hit their ceiling as increased competition from established financial firms enter the market....

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Funds management

The finalists have been announced for the 2020 Fund Manager of the Year Awards – the first year in which a whole of market approach to judging the awards has been adopted...

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Features

As people become conscious of the impact of climate change and what they can do to help mitigate it, Chris Dastoor writes where they invest can help drive change....

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Expert Analysis

In The Empire Strikes Back, Yoda utters the line: “Difficult to see. Always in motion is the future”, a line that equally applies to investment, writes Alphinity’s Jonas ...

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Funds management

The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....

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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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People & Products

Alphinity Investment Management has appointed Nikki Thomas as its new global portfolio manager....

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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...

4 days 12 hours 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...

4 days 13 hours 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...

5 days 12 hours 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. ...

8 months 4 weeks ago

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

9 months 1 week ago