ZENITH
Funds management
2022 will be remembered as one of the “worst bond routs in history”, according to Zenith, but it is looking like the worst is over when it comes to performance....
Expert Analysis
There is a lack of industry definition for environmental, social and governance investing, writes Dugald Higgins, which can make it difficult to explain the differences t...
Superannuation
Chant West has incorporated responsible investment classifications into its ratings for superannuation fund investment options, allowing investors to make more informed i...
Funds management
While returns for bonds are still low, current rates are the best they have been for two years, according to Zenith....
Rate the raters
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....
Funds management
The Evergrande example has proved that active management plays a significant role when investing in regions associated with high political or regulatory risks....
People & Products
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...
Features
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....
People & Products
Dugald Higgins has been promoted to the expanded role of head of responsible investment and real assets....
People & Products
In partnership with Lonsec, Zenith and Morningstar, it will offer 23 new managed account specialist portfolios on its FirstChoice Personal Super and Pension platform....
Funds management
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....
Features
With the outlook still uncertain for retail and office sectors, Oksana Patron explores where fund managers are finding their alternative property exposure....
Financial planning
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....
Funds management
Zenith Investments Partners has announced the completion of a rollout of its responsible investment classifications across funds on its approved product list....
Rate the raters
After years of indecisiveness, fund managers have voted for the stability of research teams while identifying potential conflicts of interest, Oksana Patron writes....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...