FUND MANAGERS
Financial planning
PortfolioConstruction Forum presents the most recent projects conducted by major funds research houses over the past month....
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
Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...
Rate the raters
Claims by the financial planning industry that all industry participants, including research providers, should be liable for some client losses has been met with a mixed ...
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
Hyperion warns of the perils of short-termism and index hugging....
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
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 ...
Financial planning
Ratings house van Eyk points to knowledge as the key ingredient for the successful use of SMAs....
People & Products
BlackRock Australia has appointed Albert Daniels to lead investment communications for the asset management firm....
Financial planning
Major industry research houses have renewed their calls for legislation to be introduced to stop fund managers putting misleading names on their funds....
Financial planning
Fund managers should use their size and influence to ensure the companies they invest in take environmental, social and governance (ESG) issues into consideration....
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...
People & Products
Research house Zenith has broadened its offering with the creation of a new division....
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
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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...