High-grade bonds improve diversification

22-Nov-2017

The inclusion of high-grade bonds in an investment portfolio could achieve better diversification and provide a truly defensive component for financial advisory clients, according to a global fund manager. Speak.. Read More

Fund capacity a matter of structure

02-Nov-2017

The concept of ‘capacity’ in a managed fund was irrelevant if the fund was structured correctly to ensure a wide opportunity set and blend the expertise of a number of different portfolio managers, accord.. Read More

Charter Hall unveils multi-sector fund

02-Nov-2017

Specialist property fund manager Charter Hall has launched a fund incorporating a multi-sector approach through investing in direct property assets with tenants that are producers and distributors of consumer staples.. Read More

Infrastructure an asset class for all seasons

01-Nov-2017

Infrastructure was an asset class that could suit clients at both ends of the risk spectrum, providing an opportunity for growth-focused investors to de-risk and conservative investors to move into equities exposure,.. Read More

Griffith Uni takes out AMP Challenge

31-Oct-2017

Students from Griffith University in Brisbane have won the AMP University Challenge, a national competition for tertiary students aimed at promoting education and professionalism among the next generation of advisers.. Read More

Macquarie posts solid first half result

30-Oct-2017

Macquarie Group has posted a solid result for the first half of its 2018 financial year, reaping the benefits of the sale of its life insurance business while its adviser platform continued to perform strongly. .. Read More

Opinion – Active versus passive a matter of goals

27-Oct-2017

For too long the investment debate has centered around either active or passive. However, the right answer is likely to be invest across both styles, with the mix being determined by the returns targeted, risk tolera.. Read More

ETFs used in long and short-term plays

27-Oct-2017

Retail investors are increasing using exchange traded funds (ETF) as both low-cost core portfolio tools and to express short-term views on niche sectors or asset classes, according to a panel of investment industry e.. Read More

ANZ wealth declines a sign of hard times

27-Oct-2017

ANZ’s chief executive has defended the performance of the bank’s wealth management division in an unfavourable environment as it prepares to hand over its superannuation and advice businesses to IOOF. .. Read More

Cooper Investors moves into retail market

26-Oct-2017

Specialist equities fund manager Cooper Investors has entered the retail market with a global equities offering after a successful 16-year period servicing the wholesale investing sector. Cooper Investors retail.. Read More

FPA announces award shortlist

25-Oct-2017

The FPA has announced the shortlist for all six categories of its annual awards. In a statement, the association said Guidance Financial Services owner Paul Benson, Capital Partners Consulting private client adv.. Read More

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