research houses

Rate the raters

Life insurance houses have not damned the industry researchers but then again, as Jason Spits reports, they are not entirely pleased with what is available....

Financial planning

Research: where does it stand in practice?

Lucie Beaman talks to advisers about the practical application of risk research....

Financial planning

Life houses seek more from risk raters

Risk raters have been given a serve over the quality of their research by life houses and, as Craig Phillips reports, questions have been raised in the areas of transpare...

Financial planning

Challenger signs Saunders as research manager

The former head of Assirt, Caroline Saunders, has been recruited by Challenger Financial Services to take on the role of head of manager research and alliances....

Financial planning

Observer: Platforms drive change in research culture

Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...

Editorial

Observer: Time to bury the investment rulebook

What if much of what you knew about investing was wrong? Dominic McCormick reports....

Financial planning

Research houses support JBWere following merger

Research houses Lonsdale Securities (Lonsec), Morningstar and InvestorWeb have maintained their support for JBWere, following its merger with Goldman Sachs, which was for...

Rate the raters

Ratings houses find mixed fortunes

The last 12 months were as turbulent for research houses as for the managers they rate and, as Jason Spits writes, this was reflected in the second annual Rate the Raters...

Rate the raters

Transparency a window into research houses

Rating processes are usually a point of contention and as Ben Abbott writes, this year’s Rating the Raters survey was no exception....

Financial planning

Researchers have their right of reply, and a few parting shots

For the most part, research houses accepted the criticisms levelled at them by fund managers – but there were some things they weren’t prepared to take lying down. Lucie ...

Financial planning

New name for Permanent and Trust as funds go external

The merged Permanent Trustees and Trust Company of Australia have announced the group’s new name - Trust, as well as outlining the four business lines the new group will ...

Rate the raters

Research houses go head to head

Whichever way you cut the data, van Eyk Research beats the other research houses hands down. Julie Bennett reports....

Financial planning

Lonsec first to shift Colonial small cap rating

Lonsec has become the first research group to changes its rating for the Colonial First State Future Leaders Fund, moving to a hold position after senior portfolio manage...

Financial planning

Lonsec first to shift rating on Colonial small cap fund

Lonsec has become the first research group to changes its rating for the Colonial First State Future Leaders Fund, moving to a hold position after senior portfolio manage...

Financial planning

…as Challenger fund passes $2 billion mark

Challenger International’s flagship fund, the Howard Mortgage Trust, has seen its assets under management rise to more than $2 billion, placing it in the top 10 largest m...