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PORTFOLIO MANAGER

Funds management

Bottom-up fundamental analysis and strong quantitative tools led to inclusion on platform....

Funds management

High quality corporate bonds offer Australian investors historically high yields in the short to medium term, despite an anticipated surge in government debt issuance, ac...

Financial planning

MMC Contrarian and Valuestream Investment Management have announced that they have entered into a share sale and purchase agreement....

Financial planning

David Cooper warns of the potential pitfalls and traps for investors in the increasingly diverse multi-manager industry....

People & Products

Former UBS investment group small companies portfolio manager takes Integrity role. ...

Financial planning

Former Morgan Stanley portfolio manager will launch a new investment management company to run fund....

Financial planning

DAVID WHITTEN explores the long short investment universe....

Funds management

Fund manager Maple-Brown Abbott points to benefits flowing from ESG investing when it is done well....

Funds management

Continuing issues with Australian property market makes it difficult to add value for investors; developing Asian property fund to take advantage of future economic growt...

Financial planning

Standard & Poor's withdraws ratings on Colonial First State Property Securities Opportunities Funds after termination decision....

Financial planning

Active management of the fund, choosing the right assets at the right time and focusing on generating positive returns are the reasons behind the success of K2 Asset Mana...

Financial planning

Small businesses are often the most vulnerable in an economic downturn, but that doesn’t mean there are no opportunities for investors. The key is being able to identify ...

Financial planning

With no style bias in its investment equation, ING Investment Management has maintained its position in the market, according to its director of real estate securities, J...

Funds management

Integrity Investment Management may be a relative newcomer to the Australian equities space, but its team of managers is anything but inexperienced. ...

Funds management

A focus on truly outstanding companies is the reason behind the success of Magellan Asset Management's Global Fund, according to the fund portfolio manager and chairman o...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 day ago

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

3 weeks 4 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

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

3 weeks 6 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. ...

3 days 18 hours ago

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 5 days ago