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MANAGED FUNDS
Funds management
Australian Ethical has reported a 15 per cent FUM rise as it scales up the business to benefit from a mega trend of responsible investing. ...
Funds management
Funds under management at Australian Ethical are approaching $10 billion as net flows rise 39 per cent in the first half of FY2023–24....
Funds management
The financial services platform has provided updated results from last financial year and expected FY24 earnings as it nears completion of its transformation program by t...
Funds management
Property funds have seen record quarterly outflows in the third quarter of 2023 while investors have demonstrated a bias to Australian equities over global ones, accordin...
People & Products
Iress has completed the sale of its managed funds administration business to SS&C Technologies with managed portfolio CEO John Harris to depart....
Funds management
The firm’s new managed fund aims to provide investors with the opportunity for income and superior risk-adjusted returns in the short duration fixed-interest sector. ...
Funds management
WTW has expanded its Australian investments business with the acquisition of the management rights to two funds from NSW-based advice business, Profile Financial Services...
Financial planning
The firm has entered an agreement with SS&C to divest its managed funds administration business for $52 million with the deal expected to close in Q3 FY23 as it details i...
Funds management
Although emerging markets managed to buck the trend, riskier assets such as equities, property, and mixed asset funds have seen record outflows in the second quarter of 2...
Funds management
Research from Rainmaker Information has found investors could potentially make more money by investing in managed investment products experiencing net outflows over chasi...
Policy & Regulation
The corporate watchdog has commenced consultation on proposals to revise ‘sunsetting’ class orders relating to the managed funds industry....
Funds management
The fixed income asset class suffered the sharpest decline in fund flows over the course of a turbulent 2022 for investors in Australia, according to the latest Calastone...
Funds management
Iress will provide its range of managed funds administration along with fully integrated digital tools and trading interfaces for the asset manager’s investors....
Funds management
Following Iress’ acquisition of OneVue, advisers and fund managers will be able to have direct access to buy, sell, and report all managed funds on OneVue’s registry via ...
Funds management
Thirteen responsible entities have moved to change or adjust the labelling of their funds following a review by the Australian Securities and Investments Commission....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...