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FUND MANAGER
People & Products
Threadneedle Investments has added to its global equities team, with the appointment of Neil Robson as a fund manager....
Funds management
Centuria Property Funds has seen a pickup in enquiries from financial planners over the past four months as an increase in volatility sends investors back to unlisted pro...
Financial planning
Listed property appears to be returning to its previous model and slowly becoming a defensive asset again, resulting in more positive financial adviser and investor attit...
Financial planning
Portfolio manager departures and turnover are having a significant impact on the performance of Australian equity funds, morale and investor relationships, according to t...
Financial planning
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
Editorial
Short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors. Mark Arnold and...
Editorial
Short-termism is a pandemic that continues to flourish unchecked within financial markets, resulting in significant long-term economic costs to investors. Mark Arnold and...
Editorial
What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...
Editorial
This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...
Financial planning
Bond benchmarks are "structurally flawed", and bond performance targets for fund managers should instead be referenced to cash, according to Standard Life Investments hea...
Financial planning
Following a successful merger between Snowball Group and Shadforth Financial earlier this year, the combined group has posted a net profit after tax of $25.4 million for ...
Rate the raters
Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...
Financial planning
Lonsec has been named Money Management's Ratings House of the Year for the second year in succession, on the back of strong support from both the fund managers it rates a...
Funds management
A trend towards low performance hurdles and high outperformance fees among fund managers has drawn criticism from ratings houses amid suggestions there should be an indus...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...