PORTFOLIO MANAGER

Funds management

The Lonsec/Money Management Fund Manager of the Year Award for responsible investment has gone to Perpetual’s Wholesale Ethical SRI Fund. ...

Funds management

An actively-managed approach to portfolio allocation has yet again seen Aberdeen Asset Management’s Emerging Opportunities Fund take out the top spot in the global equiti...

Financial planning

Ratings house Zenith has maintained its ‘recommended' rating on the Select Alternatives Portfolio (SAP) despite the replacement of former portfolio manager Robert Graham-...

Editorial

Coaxing clients back into property post-GFC may not be as hard as some imagine, so long as you get the balance right, writes Damian Fitzpatrick. ...

People & Products

Fabio Ferro joins Wealth Enhancers as portfolio manager....

Funds management

Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...

Editorial

Although the use of derivatives provides extra income, it comes at a price. Tom Whitelaw provides an overview of derivative equity income funds....

Editorial

Historically low interest rates in developed countries have helped government bonds become star performers, but is this all about to change?...

Funds management

Fidelity concerned that many investors fail to analyse what drives higher yields within companies....

Funds management

The growth of local emerging market debt is a sustainable long-term trend that Australian investors are yet to take advantage of....

Funds management

Investors should consider adding a “stability bucket” to a portfolio to help protect against downside risk, according to Chris Marx, portfolio manager of AllianceBernstei...

Editorial

The benefits of active management in the debt market can help investors steer clear of a wide range of problems, explains Warwick Boys....

Superannuation

Global diversification in bonds is just as important as it is in equities. Restricting your exposure to a single market is a risk for which you might not be compensated, ...

Funds management

Global markets are awash with liquidity and the medium prospects for equities looks good when compared to bonds, according to Epoch Investment Partners chief executive Bi...

People & Products

Elan Miller has been appointed senior portfolio manager of Pengana Capital's Australian Equities Market Neutral Fund....

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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 month 1 week ago

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

2 months ago

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

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago
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