The scrutiny of ‘regular’ funds managers, and the transparency of how they have performed, has helped keep their Australian prices among the absolute lowest in the world – despite what The Coop might think. Uncovering the same truths about TMs will be a torturous process – I can tell you firsthand – but it will be worthwhile, particularly as funds continue reorganising portfolios into 2010.
30 November 2009 00:58
cooper, marshal, i’ve, clients, i’m, models, performance, transition, specialist, agency, jeremy, futureplus
Opinion
The on- and off-stage antics at the extravagant Milken Global Conference in Los Angeles tell us a lot about where institutional capital is right on the money – and where it is putting its head in the sand. And while the event retains the extraordinary intellectual and financial firepower that has always been its signature, something has shifted. The absences are as instructive as what's on the program.
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