Global Fixed Income returns 10.3% as managers continue to diversity – Zenith
Over the 12 months to 31 December 2014, the global fixed interest market, as represented by the Barclays Global Aggregate Index ($A Hedged), returned 10.37%While this market return generally acted as a tailwind to the absolute performance of managers, outperformance of respective benchmarks was more variable. On announcing their latest Global Fixed Income Sector release,
March 04, 2015
Investment Trends 2014 Australia Second Half Online Broking Report
Key findings of the Investment Trends 2014 Second Half Australia Online Broking Report: – Low return expectations hamper online trading market growth over second half of 2014 – Small players are nibbling away at the leaders but CommSec remains very dominant – Traders want brokers to help them identify investment opportunities. Those brokers who delivered
March 04, 2015
State Street Global Advisors Whitepaper: Seven essential tips for managing currency risk
With investors increasingly looking to tap into larger and more varied opportunities afforded by international investments, Jonathon Shead, head of portfolio strategists, State Street Global Advisors Asia-Pacific, has prepared seven essential tips for investors looking to manage currency risks. As part of his role, Jonathan assists in the development, marketing and maintenance of a range
March 04, 2015
Smarter investment proposition will drive half of all efficiency gains for PIS financial planning practices
More than half of a targeted 50 per cent reduction in the back-office expenses for Professional Investment Services financial planning practices will come from switching to managed accounts, the chief executive officer of Centrepoint Alliance (CPAL), John de Zwart, says. About 12 months ago, CPAL unveiled an efficiency program designed to slash the amount of
March 04, 2015
Planning software a key way to boost advisers’ client facing time
Next to client service, compliance is a leading priority for financial planning firms. Planning software is one way planners seek to improve compliance efficiencies and minimise risk to their clients and business. A new report has found financial planning software heavyweights Iress’ XPLAN, Rubik Coin and AdviserNETgain are still the top three providers of this
March 04, 2015
COVER STORY: New thinking is reshaping retirement strategies and portfolio construction
Many of the traditional tools used by financial planners to set retirement income strategies just aren’t up to the job any more. And as strategies evolve, they demand new, innovative and flexible product solutions. Technology continues to evolve to allow far more complex strategies to be developed and implemented. The optimal path from employment to retirement is
March 04, 2015
Invesco launches Global Targeted Returns Fund, a truly differentiated approach to targeted return, multi asset investing
– Invesco launches the Invesco Wholesale Global Targeted Returns Fund, a truly differentiated approach to targeted return, multi asset investing. – Market demand has been strong for the Fund, which targets a positive total return in all market conditions over a rolling, three-year period with less than half the volatility of global equities. – The Fund,
March 03, 2015
S&P Dow Jones Indices introduces tax-aware index solutions in Australia
S&P Dow Jones Indices (“S&P DJI”), one of the world’s leading providers of financial market indices, today announced the launch of a tax-aware benchmark series for the Australian market – the S&P/ASX Franking Credit Adjusted Indices, which allow investors to more precisely measure the performance of the Australian equity market by factoring in the impact
March 02, 2015
Zenith reaffirms ratings on Allan Gray funds
Zenith was informed late last night of Managing Director and Portfolio Manager of Allan Gray Australia, Simon Marais’ passing. Marais had reduced his day-to-day investing responsibilities in October 2014, leaving Simon Mawhinney as the sole portfolio manager of the Allan Gray Australia Equity Fund. Mawhinney had been the sole portfolio manager of the Allan Gray
March 02, 2015
Australia Ratings assigns 11 new ratings to ASX listed debt securities including ANZ & NAB
Australia Ratings announced today it has assigned credit ratings and product complexity indicators to a further 11 debt and hybrid securities listed on the ASX. Issuers of securities covered in the latest release include ANZ, NAB, Colonial and IAG. The ratings have been issued as part of the ASX’s Debt and Hybrid Research Scheme under
March 02, 2015
Vanguard Investments Australia wins Morningstar Australian Fund Manager of the Year 2015
Morningstar is pleased to announce the winners of the Australian Morningstar Awards 2015. Vanguard Investments Australia won the overall Australian Fund Manager of the Year Award. “The winners of the Australian Morningstar Awards have all shown themselves to be first-class stewards of investor capital. The quality of their people, process, parent, price, and performance is
March 02, 2015
AdviserLogic integrates Morningstar research for advisers
AdviserLogic has introduced a new enhancement to its software solution by completing an integration of Morningstar fund and share research (Morningstar research). AdviserLogic head of product development, Daniel Gara, said the integration of Morningstar research simplifies processes for AdviserLogic users who also subscribe to the Morningstar service. “Having this information available within AdviserLogic makes preparation
March 02, 2015
