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LONSEC
People & Products
Former Standard & Poor's Fund Service staffer David Erdonmez will join Lonsec as general manager - managed funds research....
Rate the raters
Lonsec has once again snatched the Money Management Research House of the Year title. However, Morningstar and Mercer are catching up....
Funds management
The past 12 months have been a struggle for emerging market investors, with returns suffering as a result of the shrinking risk appetite of equity investors....
Editorial
This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...
Editorial
Timing is everything – and savvy investors are exploring the industry’s intricacies before dishing the dosh to active managers to get results. Janine Mace adjudicates. ...
Editorial
Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...
People & Products
With plans to build its exchange-traded fund capabilities in Australia, State Street Global Advisers has appointed Amanda Skelly as head of SPDR ETFs....
Superannuation
A SMSF-friendly structured product giving investors a lower threshold to break-even over a three-year period has been launched by Instreet....
Funds management
Active fund managers hold the key to potentially strong returns in an index-hugging Australian listed property trust securities sector, according to Lonsec's recent secto...
Funds management
Despite infrastructure securities being a relatively immature sector, Lonsec has increased its conviction in this area as investment managers have shown they can meet abo...
Funds management
With less money going around, boutique fund managers are facing a dangerous period and those with unsustainable business structures are set to be driven out of the market...
Financial planning
The consolidation within the financial planning dealer group space is a potential concern for research houses over the long-term, but at the moment it's business as usual...
Rate the raters
The results of the first part of Money Management’s annual Rate the Raters survey are in and Lonsec seems to have come out on top yet again, albeit by a smaller margin. B...
Rate the raters
Zenith may be the underdogs when comparing the resources of other ratings houses, but Money Management’s Rate the Raters 2012 proved you don’t need shiny toys to play wit...
Rate the raters
Morningstar’s rating in this year’s survey of fund managers has slightly deteriorated over the past 12 months, particularly in the area of methodology....
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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