PORTFOLIO MANAGER
Financial planning
The BT Ethical Share Fund and Insurance Australia Group took top honours in their categories at the Australian Sustainability Awards....
Financial planning
Legg Mason Asset Management has given Australian domiciled wholesale investors access to an actively managed portfolio of US equities through the launch of its US value t...
Financial planning
The underlying manager line-up on van Eyk’s Blueprint International Shares Fund has been finetuned, with the inclusion of the T.Rowe Price International Fund at the expen...
Financial planning
The combination of a fundamental and quantitative approach to stock selection has proven to be a successful blend for Putnam Investments....
Financial planning
As one of the early pioneers in emerging markets, Acadian can boast that it’s original investment team, formed when the manager launched its first portfolio in 1994, are ...
Financial planning
Working together since 1997, the Morgan Stanley Investment Management team claims to have achieved strong performance throughout a complete market cycle....
Financial planning
The unique process of equally combining quantitative and qualitative measures to construct portfolios has seen MIR finish first in the Australian equities - mid and large...
Financial planning
The appointment by Challenger of a single individual to manage both its small-caps and micro-caps funds, following the recent resignation of lead small-caps portfolio man...
Financial planning
Challenger Financial Service has appointed AMP Capital Investors’ portfolio manager Alan Sheen as its head investment analyst, effectively its second major signing from A...
Financial planning
Standard & Poor’s has placed four Challenger small and micro cap funds ‘on hold’ following the resignation of senior portfolio manager James Ring....
Funds management
The number of global emerging market (GEM) equity funds is set to increase in Australia, according to Standard and Poor’s inaugural review of the international equities e...
Financial planning
The structural change experienced by the local listed property trust market has not dulled the attractiveness of the asset class and has enhanced the importance of active...
Financial planning
Portfolio Partners has launched a new Australian sustainability fund and poached Amanda McCluskey from BT to run it....
Financial planning
Sandeep Kothari, portfolio manager of the Fidelity India Fund, is a true believer in the India story....
Financial planning
As Colonial First State’s global listed property offering languishes with Morningstar’s lowest ‘avoid’ rating following the loss of its team to Perennial, BT’s global lis...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...