FUND MANAGERS

Rate the raters

After a disastrous 2008, fund managers staged a dramatic recovery last year. Chris Kennedy takes a look at fund manager performance in 2009 and the factors that prompted ...

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Funds management

Fund managers have a more cautious market outlook due to sovereign risk concerns in Greece and other European countries, according to the latest Investment Manager Outloo...

Editorial

Dominic McCormick explains why it is time to increase the heat on the frozen funds littering the mortgage, high yield, property and hedge fund sectors....

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Funds management

Many institutional investment strategies record turnover significantly higher than their stated levels, according to a Mercer and IRRC Institute study....

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Editorial

Have the recent issues raised by Trio Capital (formally Astarra/Absolute Alpha) created a mini-Madoff affair? Dominick McCormick investigates....

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Funds management

Fund managers are predicting modest global economic growth and higher equity returns in 2010 but are less positive about bond and credit markets, according to a survey co...

Superannuation

JP Morgan has asserted that the super industry needs to look at alternative styles of investment that are more closely tailored to the needs of those nearing retirement....

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Financial planning

More financial advisers are looking to add value to their clients through bespoke services and products, as well as access to direct equities....

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Financial planning

Performance fees being charged by some fund managers in the Australian equities extension sector are excessive, and are being applied without appropriate benchmarks....

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Financial planning

Tactical asset allocation (TAA) has helped fund managers add value over the medium term, according to a Standard & Poor’s multi-sector report....

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Financial planning

Standard & Poor’s has released the ratings of funds in its multi-sector review, including 77 capabilities from 15 different fund managers across the wholesale and retail ...

Funds management

Light of Day, an association for investors in the unlisted property sector, has been formed for those dissatisfied with bank lending practices....

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Financial planning

Peer pressure and the fear of risking their careers is pushing many fund managers to maintain low tracking error against the index, leading to little difference between t...

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Funds management

Research has found advisers don't fully trust ratings houses that rely on fund manager payments as their main source of revenue....

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Financial planning

One of Australia's few remaining large, non-institutionally owned advice groups is courting four potential institutional equity partners or owners....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 days 20 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

5 days 23 hours ago