fund manager

Financial planning

The Messenger: How do you measure the quality of advice?

Is there any way to accurately measure adviser quality, asks Robert Keavney....

Financial planning

The Australian Securities and Investments Commission (ASIC) has banned a Sydney securities dealer for three years as part of its ongoing investigation into the now defunc...

Editorial

Treasury Group profit up more than threefold

The Treasury Group has cruised through the tumultuous 2002/03 financial year, reporting profits almost 350 per cent higher than the previous corresponding period....

Financial planning

Investors warned of chasing performance perils

The risks of chasing fund manager performance have been highlighted by the revelation in a new study that top-performing retail share funds one year invariably have lackl...

Rate the raters

What the researchers offer

A roundup of research services and costs....

Funds management

Select takes different Aspect with new hedge fund

Select Asset Management has launched a single-manager global multi-strategy hedge fund through its joint venture with European hedge fund manager Aspect Capital, establis...

Financial planning

Observer: Platforms drive change in research culture

Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...

Financial planning

NZ ratings shake-up

Morningstar’s new quantitative measuring rating system released last Friday has fuelled major changes to fund manager ratings in New Zealand....

Financial planning

S&P unveils fee model for fund manager ratings

Research house Standard and Poor’s (S&P) will not charge up front fees to funds management groups to be rated marking a departure from its globally used pricing system....

Financial planning

OFM in search for new admin provider

OFM Investment Group is conducting due diligence on a new administration outsource provider after mutually agreeing to part with incumbent provider, State Trustees, follo...

Editorial

Listed investments: what’s out there

Listed investments are not a new development and have been available to advisers for many years. As such a whole industry has been established around them....

Funds management

Fund managers support corporate governance

Perennial Investment Partners yesterday signalled it will continue to be active in representing investor interests on corporate governance, a stance coinciding with the r...

Funds management

Fund manager outlook remains bullish

Australian fund managers are confident this financial year will prove more fruitful than 2002/03 despite the failure of estimates made this time last year to materialise....

Financial planning

GMO given encouraging Assirt rating

Grantham Mayo Van Otterloo (GMO) Australia has had its Australian and international equities capabilities lauded by Assirt with the research house branding the quantitati...

Financial planning

Principal steadies local business and considers global fund

Principal Global Investors is considering launching a global property securities fund due to a “growing appetite among investors” for the asset class, and in Australia ha...