Lonsec award winners bring new thinking to wealth sector
Lonsec last night announced the winners of the annual Lonsec Awards, which recognise the major innovators and industry leaders who are shaping the future of Australia’s wealth creation sector. Altius Asset Management was awarded the Lonsec Innovation Awards for its Altius Sustainable Bond Fund, and Fidelity International took home the Lonsec Rising Star Award for
October 19, 2016
ETFGI reports assets invested in ETFs/ETPs listed globally reached a new record high of 3.408 trillion US dollars at the end of Q3 2016
ETFGI, the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, today reported assets invested in ETFs/ETPs listed globally reached a new record high US$3.408 trillion at the end of Q3 2016. Net flows gathered by ETFs/ETPs in September were strong with US$25.19 Bn of net new assets gathered during the
October 19, 2016
Leaping before they look: why psychology trumps asset allocation
Planners can set the best asset allocation in the world, but it is useless if clients jump out at the first sign of trouble, argues Dr Stephen Wendel, head of behavioural science at Morningstar. Dan Purves writes.
October 19, 2016
Where has the growth gone? You have to know where to look
Nathan Bell writes that there are major investment opportunities abroad, albeit often unpredictable, but if you invest in great managers they can create more value than you can predict.
October 19, 2016
The SMSF rebalancing act: Life after the high-yield play
There is no point in sticking with a pure yield play if capital losses are likely to swamp that yield – as they have in seven of the past 14 years. Ron Bewley explains.
October 19, 2016
MLC Inflation Plus is awarded highly recommended rating
Research house Zenith Investment Partners has awarded the MLC Inflation Plus portfolios its highest rating – Highly Recommended. The highly coveted rating came in the same week that the MLC Inflation Plus portfolios won the Multi-Asset Real Return category at the 2016 Professional Planner/ Zenith Fund awards. MLC Chief Investment Officer, Jonathan Armitage, said “We’re
October 18, 2016
Centuria fund wins Unlisted Property Fund of the year: PIR awards
Centuria Property Funds Limited (Centuria)’s 203 Pacific Highway Fund has received the prestigious Unlisted Property Fund of the Year 2016 accolade at the Property Investment Research (PIR) awards. It is the second year running that Centuria has received the fund of the year award, which last year was taken out by Centuria’s 8 Central Ave
October 18, 2016
Could Australian investors benefit from rising interest rates?
Leading Australian equities manager, DNR Capital, looks at the share market’s current volatility and where it sees opportunity for investors to benefit from rising interest rates in its latest investment report. DNR Capital Chief Investment Officer, Jamie Nicol notes that “bond rates have been a little erratic over the past month. They have been reacting
October 18, 2016
Altius bond funds receive ‘Recommended’ ratings
Research house Lonsec has awarded “Recommended” ratings to the Altius Bond Fund and the Altius Sustainable Bond Fund. Both Funds seek to provide investors with regular income distributions while preserving capital. The Funds have the same benchmark and investment style; however, the Altius Sustainable Bond Fund also excludes companies from its investment universe if their
October 17, 2016
Profession remains on hold after minister’s ‘announcement’
The financial planning profession is still waiting for meaningful progress on education, ethical and professional standards, but the minister's "announcement" does nothing to help. Simon Hoyle writes.
October 17, 2016
Work experience as vet set Burrows on career in financial planning
This financial planner keeps it all in the family, shortly assuming the reins of her father’s business, after realising at school she would never be able to “put a pet to sleep”. Jo Leggatt writes.
October 17, 2016
Marketing automation – how it could revolutionise your business
You may have heard it mentioned numerous times, but what does marketing automation mean for your business? Anthony O’Brien writes how you can use this relatively new tool to great effect.
October 17, 2016
