CALASTONE

People & Products

Former Bravura chief executive, Nicholas Parsons, has taken up a new role at funds network Calastone as it looks to bring a digital investment strategy to market....

Funds management

According to Calastone, 2023 was the first year since 2019 that Australian investors were net sellers of equity funds, as they turned their heads towards the promise of f...

People & Products

Global funds network Calastone has appointed a new head of Australia and New Zealand as Teresa Walker departs the firm. ...

Funds management

Property funds have seen record quarterly outflows in the third quarter of 2023 while investors have demonstrated a bias to Australian equities over global ones, accordin...

Funds management

Although emerging markets managed to buck the trend, riskier assets such as equities, property, and mixed asset funds have seen record outflows in the second quarter of 2...

Funds management

Equity funds saw outflows of more than $500 million in the first quarter of 2023, the highest proportion since the start of the pandemic. ...

Funds management

Fund managers can no longer shy away from the distribution challenge, according to Calastone, and should develop a way to target consumers without the need for an adviser...

Funds management

The fixed income asset class suffered the sharpest decline in fund flows over the course of a turbulent 2022 for investors in Australia, according to the latest Calastone...

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Funds management

Over $2 billion was wiped from managed funds in the second quarter of 2022, with Australian investors negative on every category of equity fund in June, except Australia,...

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Funds management

Inflows to funds dropped in the first quarter of 2022, according to Calastone, but funds focused on Australia have stood out as more resilient compared to those investing...

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Funds management

Passive environmental, social and governance funds are struggling to gain a foothold with 98% of Australian ESG flows going into active products as total assets in ESG eq...

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Funds management

2021 saw $15 billion in inflows by investors, compared to just $1.9 billion seen in 2019, as investors put cash they had saved during the pandemic to work in the market....

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Funds management

Australians are undeterred from investing by the pandemic as only 17% say they are less likely to invest now, although 66% are worried about their financial future, accor...

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Funds management

Australian investors have “cooled their appetite” for equity funds after six months of record buying, according to the quarterly Calastone Fund Flow Index....

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Funds management

Inflows into equity funds during the first quarter of 2021 were more than the whole of 2019 as investors looked to global equities....

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

18 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 19 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

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Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

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