CHIEF INVESTMENT OFFICER
Editorial
Investors have long held a bias to investing at home and, as Lochiel Crafter writes, this is understandable but does not justify current portfolio weightings....
People & Products
Global investment firm, The Russell Investment Group, has added an additional investment manager to both the Russell Australian Property Securities Fund and the hedged Ru...
Financial planning
Australian boutique fund manager Select Asset Management has announced a joint venture with European hedge fund manager Aspect Capital to increase its absolute return foc...
Financial planning
In the latest move to beef up their investment management team, MLC has appointed Charles Brooks as investment analyst....
Financial planning
US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....
People & Products
The combined BT/Sagitta group has suffered another setback, with the resignation today of the group’s head of listed property, Carlos Cocaro....
Financial planning
Perth-based financial planner Philip Carman claims he has developed a portfolio management system which by-passes the forces of fear and greed that operate in extreme mar...
Financial planning
The exodus of senior executives from the Sagitta Rothschild group has continued, with the resignation yesterday of the head of the group’s small caps team, David Fleming....
Financial planning
Perpetual Investments is predicting another year of disappointing returns for investors in both Australian and international equity markets, while listed property could a...
Financial planning
Active international investment does not deserve its poor reputation according to Intech Financial Services who have revealed that the median specialist international sha...
Funds management
Schroder Investment Management Australia (Schroders) will target only retail and master trust markets with its Australian equity funds after cutting off institutional man...
Financial planning
Perpetual Investments has responded to a prolonged slide in the performance of its flagship International Fund with sweeping changes to the management of its US equities ...
Financial planning
AMP has announced it will close its Australian Financial Services division’s broking service as of tomorrow, at the same time as the group anointed a new chairman to repl...
Financial planning
The former founder and chief investment officer of United Funds Management, Susan Gosling, has joined MLC as a senior member of its investment management team....
Financial planning
Van Eyk Research and Syscorp have signed a memorandum of understanding to deliver an Individually Managed Account (IMA) to the financial planning market....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...