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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....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...