CHIEF INVESTMENT OFFICER
Financial planning
SOME days Venus moves into your first house of harmony, the stars line up in your favour and the universe smiles on you. And some days they don’t....
Financial planning
Perpetual Investments has taken a step away from its key man approach to the management of its flagship Australian equities fund, the Perpetual Industrial Share Fund, in ...
Financial planning
EQUITY Trustees Funds Management (EQTFM) has increased its existing range of funds with the development of three multi-sector funds; income, balanced and growth....
Accounting
The accounting scams in the US might write off up to 25 per cent of earnings from the S & P 500 and this will lead investors to face negative returns for a number of year...
Financial planning
Research house Morningstar has given Platinum Asset Management a two out of five business and management strength rating, citing the manager’s track record of solid inter...
Editorial
While many investors are steering clear of offshore markets, GEORGE LIONDIS reports that Frank Russell has stuck to its guns with its heavy international equities weighti...
Financial planning
Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...
Financial planning
ROTHSCHILD Australia Asset Management’s former head of institutional Patricia Curtain and Westpac’s general manager of consumer risk Chris Smith have been appointed the j...
Financial planning
There used to be one name for fund managers who pooled money to invest with a range of fund managers. So what happened? FIONA MOORE reports on the rise of the multi-manag...
People & Products
The first major part of the integration of Westpac Investment Management (WIM) and Rothschild Australia Asset Management (RAAM) has been finalised with the appointment of...
Financial planning
The Frank Russell group has dropped Deutsche Asset Management and Westpeak Global Advisors from the series of managers on its multi-manager investment funds in favour of ...
Financial planning
The listed property trust asset class will finish the financial year with at least its second strongest performance ever, having already achieved an index return of just ...
Financial planning
Merrill Lynch Investment Managers’ (MLIM) international performance has been slammed by Assirt, with the research house branding the group’s international shares and Glob...
Financial planning
Rothschild Australia Asset Management will operate as an independent entity under the deal to combine its funds management business with Westpac Bank to create a new orga...
Financial planning
Consistent outperformance across a range of asset classes was the key to accolades in the multi-sector category of the 2002 Fund Manager of the Year awards....
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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...