CHIEF INVESTMENT OFFICER
Financial planning
Perpetual Investments has launched a socially responsible investment (SRI) fund, following two years of research to determine investor and financial adviser interest in e...
Financial planning
Van Eyk Research says BT Funds Management has been slow to utilise its connections with US parent, Principal, but that the fund manager is at last making steps in the rig...
Financial planning
The investment management division of the Melbourne based Equity Trustees group, EQT Fund Management, has launched a small companies fund targeted specifically at retail ...
Financial planning
Morningstar has confirmed BNP Paribas’s one star manager rating following the qualitative assessments of its subcontracted investment management and international equitie...
Financial planning
A multi-manager approach to investing in equities is gaining momentum. But as FIONA MOORE reports, it means planners will need to redefine where they add value....
Funds management
AXA retail funds and superannuation marketing national manager Mick O’Brien has become the group’s new chief investment officer (CIO) after AXA decided to combine the rol...
Financial planning
It is as spectacular a fall from grace as you are ever likely to see. In the heady days of 1999 and early 2000, stock markets were floating on a wave of tech-fuelled euph...
Funds management
AMP Henderson Global Investors' (AMPH) former New Zealand equities manager Stephen Walker is suing the company for nearly NZ$1 million....
Financial planning
Assirt has singled out for praise the Australian equities capabilities of Macquarie Investment Management (MIM) in its most recent rating of the funds management group....
Financial planning
The retailisation trend does not appear to be a local phenomenon, generated by our market conditions but rather is also evident in international markets....
Financial planning
A meeting of the minds facilitated by Morningstar recently concluded that international sharemarkets offer the best growth opportunities for Australian investors in the n...
Financial planning
UBS Asset Management (UBSAM) has started the new year on a positive note after research house Assirt handed the group a solid overall rating and awarded its Australian eq...
People & Products
The last remaining founder of Portfolio Partners, David Slack, has left the company which he co-founded the company in 1994 with Keith Ince and a group of former County N...
Funds management
Listed property trusts (LPT) have finished 2001 as the best performing asset class for Australia investors, rewarding those who flocked to defensive sectors both before a...
Financial planning
Rothschild Australia Asset Management is set to enter into three new strategic alliances that will see it outsource its global fixed interest, global listed property and ...
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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...