Professional Planner|Zenith Fund Awards 2015 – multi asset (diversified)
Professional Planner|Zenith Fund Awards 2015 – multi asset (diversified) Winner: UBS Global Asset Management Zenith says: Zenith highly regards UBS Global Asset Management’s globally resourced team, scalable investment process and established risk-management capability. UBS has an extended track record in the management of a range of multi-asset strategies, including traditional diversified, low-cost and dynamic asset allocation.
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – multi asset (real return)
Professional Planner|Zenith Fund Awards 2015 – multi asset (real return) Winner: Schroder Investment Management Australia Zenith says: Schroder is one of the pioneers in the domestic real return space and has an exceptional track record in the delivery of investment outcomes consistent with targeted objectives. Zenith’s conviction in Schroder reflects our high regard for its investment
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – international equities (emerging markets and regional)
Professional Planner|Zenith Fund Awards 2015 – international equities (emerging markets and regional) Winner: Macquarie Investment Management Zenith says: The Macquarie Asian New Stars Fund is led by John Bugg and Sam Le Cornu, who have built up an impressive performance track record since the fund’s inception in May 2008. Zenith considers the nine-person investment team to
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – international equities: alternative strategies (long/short global, long/short regional, income overlay (options))
Professional Planner|Zenith Fund Awards 2015 – international equities: alternative strategies (long/short global, long/short regional, income overlay (options)) Winner: PM Capital Zenith says: PM Capital (PMC) provides investors with a concentrated long/short fund that focuses on providing long-term capital growth from global equities. PMC’s investment team comprises nine investment professionals, led by Paul Moore, founder and chief investment
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – international equities (global)
Winner: Arrowstreet Capital/Macquarie Professional Series Zenith says: Arrowstreet Capital provides investors with a quantitative and style-neutral exposure to international equities. Zenith holds Arrowstreet’s investment team in high regard and has been impressed by its experience and expertise, as well as the firm’s proactive research agenda. Zenith believes Arrowstreet utilises a differentiated approach towards identifying unique data
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Australian equities (alternative strategies including long/short, income overlay (options))
Professional Planner|Zenith Fund Awards 2015 – Australian equities (alternative strategies including long/short, income overlay (options)) Winner Perpetual Investment Management Zenith says: The Perpetual Share-Plus Long-Short Fund is an active extension Australian equities product managed by the highly rated Perpetual Australian equities team. The fund is managed by Anthony Aboud, who assumed full control from Paul Skamvougeras
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Australian equities (small cap)
Professional Planner|Zenith Fund Awards 2015 – Australian equities (small cap) Winner: NovaPort Capital Zenith says: Zenith’s conviction in the NovaPort fund is predicated on our high regard for the portfolio management capabilities of both Alex Milton and Sinclair Currie. Through the consistent application of an intuitive research approach, NovaPort has produced strong absolute and relative performance
November 11, 2015
Professional Planner|Zenith Fund Awards 2015 – Australian equities (large cap)
Professional Planner|Zenith Fund Awards 2015 – Australian equities (large cap) Winner: Bennelong Australian Equity Partners Zenith says: Despite the retirement of Paul Cuddy, Bennelong Australian Equity Partners (BAEP) has continued to produce strong results. Mark East remains BAEP’s key investment professional and in Zenith’s opinion, he has been instrumental in the success of BAEP. Through a
November 11, 2015
Midwinter integrates with Suitebox – provide useres with virtual advice offering
As technology continues to change the way we consume in all industries, it is evident that the financial services sector is no exception – The way in which financial advice is delivered will be a part of this revolution. With this in mind, Midwinter Financial Services has today announced that it will integrate with SuiteBox
November 11, 2015
Uncertainty remains after government responds to LIF
The government’s final changes to the Life Insurance Framework address some concerns cited by risk advisers, but leave a number of questions unanswered. Last Friday’s announcement from Assistant Treasurer Kelly O’Dwyer revised the responsibility period for a clawback of commissions from three years to two. It also confirmed other recommendations including broadened approved product lists
November 10, 2015
Zenith releases 2015 Multi Asset Sector review – challenging market conditions spurs innovation
Zenith has released the 2015 Multi Asset Sector review and the most noticeable message was that the sector participants have forewarned of more challenging market conditions ahead, with headwinds brought by a lower set of return expectations across a range of asset classes. In turn, many rated managers have suggested it will become increasingly difficult
November 10, 2015
Robo financial advice needs to become half man, half machine
‘Robo financial advice will replace human advisers’. This is the recurring marketing message amongst robo-advice startups and so far this disruptive marketing message is working well. In the US, Betterment reported that its assets tripled during the first 10 months to $3B,which is just astonishing and it shows there is a real appetite for passive
November 10, 2015
