Changing of the Guard AIST plus CMSF adds up to more for not-for-profits

Investment banks have become major direct service providers to private client and retail investor portfolios, mostly through their structured products. Yet they are conspicuous by their absence from wholesale manager menus. MICHAEL BAILEY examines whether the banks’ transactional culture can become acceptable to conservative superannuation funds, and whether they might find their biggest role in … Read more

Changing of the Guard AIST plus CMSF adds up to more for not-for-profits

Investment banks have become major direct service providers to private client and retail investor portfolios, mostly through their structured products. Yet they are conspicuous by their absence from wholesale manager menus. MICHAEL BAILEY examines whether the banks’ transactional culture can become acceptable to conservative superannuation funds, and whether they might find their biggest role in … Read more

Hedge fund-of-funds watch out: Morgan Stanley prepares hedge fund ‘platform’

US investment bank Morgan Stanley has appointed Greenwich-Van to perform due diligence and monitoring for a new ‘transparent hedge fund platform’ – one of the new-style products designed to win back market share from hedge funds of funds.

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ARIA’s new private equity advisor tunes out the noise

The Australian Reward Investment Alliance (ARIA) has $80 million to place into offshore private equity before the end of the financial year, but don’t expect an overweight to US large buy-out managers with new advisers Altius Associates guiding the process.

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Credit Suisse narrows search for Aussie equities talent

Credit Suisse Asset Management (CSAM) is screening a shortlist of candidates to replace two senior Australian small cap fund managers, whose recent departures forced Standard & Poor’s (S&P) to downgrade its ratings of CSAM Australian small cap funds.

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