Fixed income next smart beta frontier


The application of smart beta strategies to fixed income investing would be a key trend in Australia’s exchange-traded product industry in the coming years as the sector continued to mature, according to State .. Read More

New software to streamline MDA reporting


Managed discretionary account (MDA) provider has announced a partnership with fintech group CapitalRoad to build a new software offering that would help advisers present MDA reporting informati.. Read More

Active ETFs respond to generational shift


The emergence of actively managed exchange traded funds (ETFs) shows the industry is maturing as fund managers hunt for strategies to entice generation X and Y investors, says Deutsche Group co-head of program tradin.. Read More

Pengana deal to put Hunter Hall back on track


The merger of funds management groups Hunter Hall and Pengana will put to rest any uncertainty around the future of Hunter Hall following the shock resignation of chief investment officer and co-founder Peter Hall la.. Read More

Plato LIC to focus on high yield bump


Yield-focused fund manager Plato Investment Management has opened subscriptions for a listed version of its Income Maximiser strategy. The vehicle aims to take advantage of an anomaly in the high-yield equities .. Read More

Opinion – Healthy returns in medical arena


Spending on healthcare has risen sharply across the globe in recent decades, and further strong growth is widely expected. According to recent projections by the World Bank Group and the Institute for Health Me.. Read More

Positive pivot to ethical investing


The growing conscience of Australian investors has seen many fund managers transition from “avoidance” to “acceptance” on integrating environmental, social and governance (ESG) factors in thei.. Read More

Retail-wholesale divide harming consumers


Rising residential property prices meant the lines between what constituted a retail or wholesale investor were increasingly blurred and there was merit to be had in revisiting the definitions, according to Peer Esta.. Read More

DomaCom inks managed account provider deal


Fractional property investment firm DomaCom has signed an agreement with managed account provider DFS Portfolio Solutions to include the group’s property solutions in model portfolios delivered to DFS’s a.. Read More

New adviser clients demanding ETFs


The adoption of exchange-traded funds (ETF) had significantly increased among financial advisers due to their low-cost nature, diversification capabilities and liquidity elements, according to a BetaShares and Invest.. Read More

Investor property favouritism needs rethink


Investor appetite for direct residential real estate as an asset class was the “biggest challenge” faced by robo-advisers today given many Australian retail investors were more likely to turn to property .. Read More