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Aegis to model for planners, brokers

07/02/201913/06/2006 by Staff Writer

Aegis Equities Research will externally market its ‘X-Model’ financial modelling software, after it was purchased by a number of broking and financial planning clients.

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Categories Investments Tags aegis, analysed, clients, profit/loss, software, marketing, entity, “it, cashflow, modelling, cutting, klassen Leave a comment

The alchemy of advice: transforming lead miners into gold clients

13/06/2006 by Staff Writer
Steve Williams has been doing the accounts of thousands of Mount Isa citizens for the last 10 years but he has finally bitten the bullet and is about to get serious about financial planning.

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Categories Operations Tags decade, mount, clients, accountancy, software, accounting, office, building, professional, despite, steve, williams Leave a comment

Future Films Australia – Film Investment Programme 2005/2006

07/02/201913/06/2006 by Staff Writer

A 50/50 joint venture between Australia’s Goldstream Capital and Future Film Group United Kingdom offers this investment opportunity until June 30.

Categories Alternatives Tags united, australia’s, joint, venture, 50:50, kingdom, goldstream Leave a comment

Putnam Worldwide Income Fund

07/02/201913/06/2006 by Staff Writer

Putnam Investments Australia opens two new products.

Categories Alternatives Tags opens, putnam Leave a comment

Macquarie Atlas Asia

07/02/201913/06/2006 by Staff Writer

Atlas Asia offers retail investors access to capital growth and income from Asian markets covering Japan, Hong Kong, China, Korea, Singapore and Taiwan.

Categories Alternatives Tags korea, taiwan, singapore, covering, atlas, access, Retail, japan, asian Leave a comment

Macquarie ALPS Series 6

07/02/201913/06/2006 by Staff Writer

The newest offering in the ALPS series will soon be open to retail investors.

Categories Alternatives Tags Retail, offering, newest Leave a comment

Putnam Global Concentrated Fund

07/02/201913/06/2006 by Staff Writer

The newest offering in the ALPS series will soon be open to retail investors.

Categories Alternatives Leave a comment

Intech adds global property to concentrated fund range

06/06/2006 by Staff Writer
Intech Investment Consulting has launched another fund with a concentrated portfolio – this time for global listed property.

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Categories Unintentional Tags said:, liling, exposure, “to, europe, alpha, heitman, shares, portfolios, perennial, intech, diversified Leave a comment

Bravura goes public with $40m offering

07/02/201906/06/2006 by Staff Writer
Funds management systems provider Bravura Solutions is looking to raise $40 million through its public float, which was first foreshadowed last year.

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Categories Investments Tags chief, company, corporate, float, governance, bravura, dunstan, company’s, woodfull, information, organic, clients Leave a comment

Disgraced accountant crash-lands in court again

07/02/201906/06/2006 by Staff Writer
Former high-flying accountant, Steven Hart, and the managing director of his failed accountancy ‘aggregator’ firm Harts Australasia faced charges in a Brisbane court last week for breaching continuous disclosure rules.

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Categories Investments Tags steven, company’s, fraud, harts, accountancy, sentence, hangars, hayter, continuous, seized, ‘aggregator’ Leave a comment

SMAs to get upgrade as Asgard reboots share options

07/02/201906/06/2006 by Staff Writer
The St George-owned Asgard platform will outsource its separately managed account (SMA) capability and plans to appoint a new operator by the end of the year.

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Categories Investments Tags this:, vendors, technology, praemium, shares, asgard, managed, reporting, direct, office, offering, thomas Leave a comment

Tower back into investments with new multi-manager partner

07/02/201906/06/2006 by Staff Writer
Tower Australia Investments will announce a new multi-manager partner next month, after making the decision to outsource the process earlier this year.

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Categories Investments Tags tower, outsource, consider, focused, macquarie, there’s, decision, currently, offerings, multi, evans, partner Leave a comment
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Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.

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