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PORTFOLIO MANAGER
Funds management
A proliferation of exchange-traded fund (ETF) products may be leading some advisers to take over full responsibility for asset allocation within client portfolios, prompt...
Financial planning
Macquarie Funds Group has announced it will remove the performance fee and change the benchmark of the Macquarie International Infrastructure Securities Fund (MIISF) in t...
Financial planning
Mathews Capital Partners has refuted suggestions that concentrated positions in its Velocity Fund lead to negative risk, saying a thorough research process has led to the...
Financial planning
Investment managers say it's anyone's guess when consumer and investor sentiment will shift away from conservatism, writes Caroline Munro....
Financial planning
Australia did not experience the dramatic downturn experienced by other markets during the global financial crisis, but neither has it enjoyed the massive upswings. This ...
Editorial
Mark Hoven outlines the key points of difference in the various approaches to fund ratings and examines the need for improved adviser knowledge of these methodologies....
Financial planning
MLC Investment Management has separated the domestic equities strategies for its Horizon series and MLC Australian Share Fund, terminating its mandates to Lazard Asset Ma...
Financial planning
Fund managers see opportunities in specific retail share investments as Queenslanders refurbish in wake of floods....
People & Products
AMP Capital Investors has added two new members to its multi-manager team, recruiting James Murray as portfolio manager and Manfred Wong as research analyst....
Financial planning
As emerging markets continue to be hailed as the way forward for investors, Nick Price considers the pros and cons of the sector....
Financial planning
UBS Global Asset Management has expanded its Australian Fixed Income team with the senior appointments of James Blair to capability manager and Jeffrey Grow as portfolio ...
Funds management
New Russell Investments research finds Australian investment managers are more positive about domestic and international equities over the next 12 months....
Financial planning
S&P has reinstated its three star rating of the GSAM Income Plus Wholesale Fund, having placed the fund ‘on hold’ following the resignation of the fund...
Financial planning
Several BTIM funds will hold their Standard & Poor’s ratings despite a reshuffle among the portfolio managers, S&P has announced....
Financial planning
Increasing demand for income-seeking strategies has led Russell Investments to launch two income-based multi-manager funds....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...