Industry Updates

Hedge Funds Rock & The Australian Hedge Fund Awards find high performance winners

An elite group of hedge fund managers were recognised last night for their excellent performance and contribution to the industry at the annual Hedge Funds Rock & The Australian Hedge Fund Awards. Kim Ivey, a founder of the event, now in its 15th year, and an industry stalwart, congratulated the winning hedge fund managers and

The planning profession – united it stands, divided it falls

Simon Hoyle writes that the silence of the majority is giving the public a distorted image of the profession of financial advice. And squabbles between industry associations and members are not helping.

BetaShares launches Cybersecurity ETF

BetaShares, a leading Australian ETF manager, today announced the launch of the BetaShares Global Cybersecurity ETF (ASX: HACK). The cybersecurity sector is on a growth trajectory, with global spending increasing at an annual rate of around 8% since 2011, reaching $US82 billion in 2016, and projected to grow to over US$100 billion by 20191. HACK

Technological disruption: Magellan says you ain’t seen nothin’ yet

No one can predict the future and we’re still waiting for the flying car, but the pace of change is only going to accelerate, making the job of financial advisers more difficult. Simon Hoyle writes.

Helping clients resist the siren-song of past performance

A key part of an adviser’s value proposition is being able to explain investment ideas effectively – and here’s an opportunity to learn from some of the best how to do that.

Beware of concentrated risk in diversified portfolios

Investors can’t build a truly diversified portfolio and adequately manage risk unless they know and understand the different sources of investment returns and importantly, their underlying risk factors. Dan Miles writes.

Pockets of opportunity exist despite gloomy global outlook

Global equities markets are likely to deliver nominal or even zero returns over the next five to ten years, but it is still possible to identify good value companies that will deliver solid returns over the same period, said Chad Padowitz, chief investment officer of Wingate Asset Management. “In our view, equity markets are currently

Optimo launches robo-strategy platform

One of the boldest thought-leaders of the Australian financial planning industry is about to change the face of the financial planning industry, with new technology that offers holistic and automated financial planning, in real time. And it’s free! Optimo Financial will today launch the Public Beta online version of its paraplanning and modelling software, Optimo

First Australian manager receives positive rating for global SMA

Boutique equity fund manager, Arnhem Investment Management, has received an “Investment Grade SMA” rating from Lonsec Research* for its recently launched Australia Plus and Global Growth SMA strategies. While Australian equity separately managed accounts (SMAs) have been around for over a decade, global equity SMAs have only recently been launched in Australia as a result

Legg Mason launches macro opportunities fund as a ‘next generation’ portfolio diversifier

Legg Mason has launched a fund that it believes will provide a new level of portfolio diversification across fixed income and liquid alternatives. The global asset manager has now launched the globally successful Legg Mason Western Asset Macro Opportunities Bond Fund for Australian investors who are looking for fixed income exposure but are concerned about

IMAP today released the 2016 version of the Managed Accounts FUM Survey

The Institute of Managed Account Professionals (IMAP) today released the 2016 version of the Managed Accounts FUM Survey. “Managed Accounts have been growing rapidly,” said Toby Potter, Chair of IMAP. “However, because they can be SMAs, or MDA’s or various other legal structures, it’s been hard to be sure just how much is managed in

Property investor confidence remains strong: PIPA national survey

Despite talk of property price bubbles, tightening investor lending policies and roaring debate over the future of negative gearing, Australian property investors remain bullish about the long-term merits of residential real estate, a new survey has found. The second annual Property Investment Professionals of Australia (PIPA) Property Investor Sentiment Survey, which gathered insights from more

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