Morningstar is on track to release Australia’s first comprehensive after-tax fund performance report by the end of this year, according to Anthony Serhan, the researcher’s head of consulting.
Practice take-off: how a Gold Coast adviser plans to make the CFO model fly
Financial adviser, Brian Pert, has found his niche in the bright skies of the Gold Coast but now maintains higher ambitions for the business and is setting the controls for growth.
Asset Allocation is back – but what do you do about it?
With a significant divergence of returns for the Australian share market and other major markets since the late 1990s, and helped by some sophisticated new product offerings, there has been a renewed interest in tactical asset allocation (TAA) strategies.
IXIS Loomis Sayles Credit Opportunities Fund
IXIS Asset Management launches a new fund, managed by Loomis, Sayles & Co, for Australian & NZ wholesale investors.
Premium China Fund
Premium Asset Management launches a China-specific fund for wholesale Australian investors.
MOmentum managers go long/short for charity
Calling it their own ‘long/short strategy’ a group of funds management executives is raising money for charity by either growing or shaving off a moustache.
AMP finds new CIO in-house
AMP Capital Investors has appointed Mark O’Brien, an AMP stalwart, as its next chief investment officer, to replace Merv Peacock who retires next month.
Fund of the Year winner a boost for alternative investments usage
The $3 billion MTAA Super Fund, an industry fund which has more than 40 per cent of its assets in private equity and other unlisted investments, has won the Fund of the Year Award for 2005.
India fund to spice up multi-manager melting pot
Listed financial services company Fiducian is understood to be developing an Indian manage-the-manager product. The product, if launched, would be the second Indian fund available in Australia along with the Fidelity International India Fund, which was made available in September.
‘Gay’ jibe sparks up super fund ratings debate
A crowded session on ‘Rating the Raters’ at the ASFA conference last week highlighted the unease felt by super funds – and their association – at the growing importance of the fledgling fund ratings sector of the industry
Life gets shorter for Aon
Aon’s financial planning arm has struck a deal with Axa and Comminsure to act as preferred suppliers of life insurance products and will add two or three others to the list soon.
Mercer backs alpha-searching bonds with IXIS-Loomis Sayles fund
The $10 billion Mercer implemented consulting trusts have backed the trend to using fixed interest managers as high-alpha providers by seeding a new IXIS-Loomis Sayles global absolute return credit opportunities fund with $40 million.
