Oksana Patron examines how research houses feel about the ratings ascribed to them by financial planners and how they addressed the potential conflict of interest areas....
The Evergrande example has proved that active management plays a significant role when investing in regions associated with high political or regulatory risks....
The acquisition aims to bring together the two fund data and research providers in the APAC region and Europe with a complementary set of asset manager and adviser-focuse...
Going beyond responsible investment screens, Chris Dastoor writes, investors want to see that their manager is creating a social dividend as well as financial returns....
Dugald Higgins has been promoted to the expanded role of head of responsible investment and real assets....
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Pengana Capital has received two ratings for its international funds after being put ‘on hold’ and seeing redemptions following the departure of two portfolio managers....
With the outlook still uncertain for retail and office sectors, Oksana Patron explores where fund managers are finding their alternative property exposure....
Take-up of managed accounts is expected to increase in the next 12 months as more products are added to the MyNorth and Macquarie Wrap platforms....
Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
Increased demand for a dedicated rating scale will include ratings of ‘Index Highly Recommended’, ‘Index Recommended’ and ‘Index Approved’....
Australia’s listed property funds have experienced a strong turnaround and the sector’s average returns were only beat by global equities in the March quarter, according ...
The Australian Microcap fund has been added to the BT Panorama and BT Wrap platforms....
DNR Capital’s Australian Emerging Companies fund has been upgraded to ‘recommended’ by ratings house Zenith....
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...