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...

image
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,...

image
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...

image
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...

image
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....

image
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...

image
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....

image
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....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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 1 day 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 1 day 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 2 days 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 2 weeks 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