Smart beta questions with active management answers
Standard Life Investments, the global investment manager, considers the reality of smart beta investing in its latest edition of Global Horizons. The debate on active versus passive investing has evolved following the growth of transparent algorithmic investment approaches such as smart beta. Advocates of smart beta believe that it offers benchmark-beating returns with lower costs
October 10, 2016
Low rates expected to drive client demand for annuity bonds
Sales of indexed annuity bonds (IABs) are expected to grow strongly over the next 12 months as the reality of low interest rates and high volatility drives investors to the asset class’ relatively stability and security, according to FIIG Securities. FIIG Securities National Manager of Adviser Services Simon Michell said local demand for indexed annuity
October 10, 2016
2016 Professional Planner|Zenith Fund Awards – photo gallery
October 10, 2016
Love of macroeconomics led to a breakout from ‘boring’ HR
From thinking he wanted a career in HR, this adviser turned to studying economics. Following working for a super fund, he found the “perfect” planning firm to join. Jo Leggatt writes.
October 10, 2016
IN FOCUS Investing to help clients live long and prosper
With Australians living longer than ever, better investment strategies are required, as low-risk investing won’t deliver a sustainable retirement income. Meredith Booth writes.
October 10, 2016
BlackRock launches iShares Edge Smart Beta ETFs in Australia
BlackRock is launching iShares Edge Smart Beta ETFs, a suite of four minimum volatility and multifactor funds designed to provide Australian investors with a low cost way to strengthen portfolios by targeting outcomes such as reducing risk or enhancing returns. Following the launch, iShares will have the most comprehensive range of smart beta ETFs listed
October 07, 2016
To the victor go the spoils: all of the 2016 fund award winners
Winners of the 2016 Professional Planner|Zenith Fund Awards beat off stiff competition in each of the categories, with guernseys given to the best of the best at the Ivy Ballroom in Sydney on Friday.
October 07, 2016
‘Hypothetical’ ethics for planners; kryptonite and Westworld
Is ethics really just “in the eye of the beholder”? A hypothetical with planners was conducted to find out. And a new TV series highlights man’s age-old fear of technology. Simon Hoyle writes.
October 07, 2016
Australian fund managers underperformed benchmarks across asset classes
The results of the Mid-Year 2016 S&P Dow Jones Indices Versus Active Funds (SPIVA®) Australia Scorecard have been released today. The report, issued bi-annually by S&P Dow Jones Indices, tracks the performance of almost 1,000 actively managed equity and bond funds in Australia against their relevant S&P DJI benchmarks over one-, three-, and five-year horizons.
October 06, 2016
Antipodes Global LIC closes above $300m, heavily oversubscribed
Antipodes Global Investment Company Limited (ASX: APL) – the first listed investment company (LIC) managed by Antipodes Partners Limited (Antipodes Partners) – has officially closed its initial public offering (IPO) above $300m. The successful raising represents the third largest LIC IPO raising in Australia^. APL offers investors access to a long-short global securities investment portfolio
October 06, 2016
Do hard yards on professionalism, or it’s all just ‘theory and fluff’
In a profession, the public interest needs to be put front and centre, rather than that of so-called “professional” bodies who only have their members’ interests in mind. Ben Power writes.
October 06, 2016
Simple selling: Can you explain your services to a five year old?
Anthony O’Brien writes that “keeping it simple, stupid” and having clarity about your business offering are both key to marketing your financial planning services in today’s competitive environment.
October 06, 2016
