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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&#8...

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

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 3 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 5 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 4 days ago