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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....
Funds management
Increased demand for a dedicated rating scale will include ratings of ‘Index Highly Recommended’, ‘Index Recommended’ and ‘Index Approved’....
Funds management
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 ...
Funds management
The Australian Microcap fund has been added to the BT Panorama and BT Wrap platforms....
Funds management
DNR Capital’s Australian Emerging Companies fund has been upgraded to ‘recommended’ by ratings house Zenith....
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Podcast
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...
Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...