Clients taking closer look at fund performance metrics
Investors across the spectrum are becoming more savvy about the different risk and return metrics that fund performance is measured by. Fundies need to make sure they have their performance analysis in order, especially if they want to show their idiosyncratic value to full effect.
December 07, 2020
Why bad news, or no news, from researchers is good medicine
Negative fund ratings, or even an acknowledgement that a fund hasn't been rated, can still be of benefit to research houses and fund managers. Smart fund managers will use – and dissect – any information from researchers they can get their hands on.
December 04, 2020
The unchartered waters of a low-growth world
There is no indication that bond yields are coming back any time soon, a panel has heard. If anything, Japan’s interest rate journey should be a warning to expect more artificially managed interest rates at the expense of true prices in the future.
December 03, 2020
ASIC: ‘We’re never as quick as we’d like to be’
ASIC would like to move quicker on fraud but is beholden to due process and, in some cases, outdated regulation. UNSW's Pamela Hanrahan went into bat for the regulator and lobbied for it to have more say in policy formulation.
December 03, 2020
Sanders: Fake advice models greater sin than fee conflicts
Advisers and researchers would have a much stronger ethical base if they focussed on honesty rather than the avoidance of conflicts and the mask of objectivity, the Deloitte head of ethics and professionalism and former FASEA CEO said.
December 02, 2020
Sunsuper: Fixed income to look different, post pandemic
Traditional fixed income sleeves will take an entirely different shape in the post-pandemic era, with the allocation of negative bond yields and cash investments hard to justify in portfolios according to Sunsuper head of asset allocation Andrew Fisher.
December 02, 2020
Most advisers to be exempt from new claims handling AFSL rules
Confusion around new rules for claims handling – and misleading press coverage – has led many advisers to believe they need to apply for a new AFS licence. Association heads have confirmed Treasury is set to include an exemption for the "vast majority" of advisers.
December 01, 2020
‘Advice Dividend’ to put numbers on the value of advice
Not only does financial advice have clear, measurable value for consumers both young and old, rich or poor, but a new study from IOOF and CoreData Research shows the Advice Dividend is often greater for the younger cohort – bucking the traditional line of thought.
November 30, 2020
Shane Fitzsimmons: Leadership under fire
During a candid discussion, the man who guided Australia through the 2019/20 fires revealed his own father’s untimely death while battling bushfires shocked him “to the core”, but the tragedy firmed his resolve to live a life serving the community.
November 30, 2020
Rebalancing portfolios at speed: The Covid experience
The pandemic-induced market turmoil of early 2020 offered a remarkable insight into how model portfolios rapidly rebalance, protect investors and use agility to take advantage of fast, and often unexpected rebounds.
November 27, 2020
ESG – Beyond the greenwashing
This session gives researchers the tools to understand client demand and match these with solutions, a process that can involve navigating contradictions in labelling at both the portfolio and individual company level.
November 27, 2020
The inflation debate: The biggest dilemma for researchers post GFC
This debate explores the risks to client portfolios and the strategies to manage uncertainty over price levels.
November 27, 2020
