Managed Funds

Managed Funds

Advisers hindering consumer access to managed funds: Deloitte

Commissioned by ASIC, the consultancy’s interim report into competition within the managed funds market says advisers and other intermediaries can help perform due diligence on products, but can also create “suboptimal outcomes” for consumers.

Tahn SharpeMarch 10, 2021

Managed Funds

Super funds and illiquid assets: Time of reckoning has arrived

Everyone in the research and investment community knew funds would need to navigate issues relating to their large exposure to illiquid assets at some point, Dominic McCormick writes.

Dominic McCormickApril 7, 2020

Managed Funds

Miscategorisations leading to lopsided portfolios

Because investment risk is difficult to define and explain, assets are often miscategorised under catch-all labels, resulting in portfolio distortions, Insight Investment's Bruce Murphy, says.

Matthew SmithNovember 20, 2019

Managed Funds

ASIC shifts focus to MDA providers and advisers

The regulator sent out letters recently asking for information about MDA services in an effort to understand more about a side of the industry that is “largely opaque” to them.

Tahn SharpeMay 29, 2019

Managed Funds

Investigating the real cost of admin: one fundie’s mission

By shedding light on hidden admin fees, one prominent fund manager is hoping to quicken cultural the change he believes is necessary for the industry to advance.

Matthew SmithDecember 6, 2018

Managed Funds

LICs at the high-water mark

The listed investment company (LIC) boom has received strong support from advisers but there are signs the structure’s fortunes are on the wane.

Dominic McCormickOctober 29, 2018

Managed Funds

Inquiry could force banks to halve dividends

As the industry holds its breath for the commissioner’s recommendations, one expert warned that the gravy train of bank dividends could come to a grinding halt.

Tahn SharpeSeptember 27, 2018