Powered by MOMENTUM MEDIA
moneymanagement logo
 

SQM RESEARCH

Funds management

Reacting to ASIC’s public and private markets discussion paper, research houses BondAdviser and SQM Research have detailed how they believe investors can be better protec...

Funds management

Dubious marketing strategies involving financial advisers are among reasons that research house SQM Research has put the private credit space on alert....

People & Products

SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage....

Financial planning

Research house SQM has announced it will collect data covering managed account portfolios in response to industry demand, with the intention to launch benchmarks in due c...

Financial planning

A risk-averse nature by licensees to alternative funds is prompting advisers to opt to carry out the investment selection themselves....

Funds management

Concerns have been raised about “fly by night” private credit managers and why advisers should be wary when it comes to their fund selection. ...

People & Products

Research IP, an investment research provider, has appointed SQM Research’s former head of research Rob da Silva to lead the firm’s expansion into the Australian market....

People & Products

Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies. ...

Funds management

The abrupt departure of Pengana fund managers Steven Glass and Jordan Cvetanovski was the result of the pair having “different ideas” about the future direction of the bu...

Funds management

Two Pengana International fund ratings have been put on hold by SQM Research as the firm announced its chief investment officer, Jordan Cvetanovski, and deputy portfolio ...

Rate the raters

Oksana Patron examines the relationship between fund managers and research houses and whether it has been affected by the recent COVID-19 pandemic. ...

News

Financial planners in favour of Lonsec but have made room for some new entrants, according to Money Management's Rate the Raters survey....

Funds management

Research house SQM has given a ‘superior’ rating of the Australian Eagle Trust Long-Short fund of 4.25 stars....

Funds management

Clime Investment Management has been awarded superior ratings for three of its funds by research house, SQM Research....

People & Products

Ratings house SQM Research has awarded the Ausbil Global Essential Infrastructure Fund a ‘superior’ rating for investors seeking out alternative investments....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 5 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...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago