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FUND MANAGER
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...
Financial planning
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Editorial
PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....
Editorial
Lin Ngin looks at how separately managed accounts (SMAs) operate and explores some of the features and benefits on offer as well as some of the current limitations....
Editorial
Many experts look at the bond market as an indicator for future inflationary changes. Dominic McCormick argues recent events, particularly in the US, prove otherwise....
Financial planning
Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...
People & Products
Certitude Global Investments has created a new position within its senior ranks, with former Mercer executive Gary Burke to head investments....
Financial planning
Diversified fund manager Pengana Capital has had its Asia Special Events Fund added to Macquarie Wrap's investment menu....
People & Products
Fresh from expanding its boutique offering with the addition of two former UBS small cap asset managers in May, Bennelong Funds Management is again looking to add to its ...
Policy & Regulation
The introduction of the Future of Financial Advice (FOFA) changes could spur the emergence of a new player in the platforms and wraps sector, by driving advisers who are ...
Policy & Regulation
The Government's proposed Future of Financial Advice (FOFA) reforms are likely to cause a fundamental restructuring of the financial advice sector, with larger institutio...
Editorial
The global financial crisis has resulted in a change in the way multi-manager funds operate. Benjamin Levy explains why many funds are struggling to adapt to the new real...
Editorial
Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...
Editorial
With the Australian dollar reaching record highs in the last few months, Dominic McCormick looks at the issues a strong currency has raised for investors. ...
Editorial
With post-GFC investor confidence returning only slowly, a growing number of planners are placing their clients’ funds into direct shares. Paul Foster asks: is leaving on...
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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...