Insurance claims for mental healthrelated illnesses are more complicated than those for physical injuries. Many of the problems relate to social attitudes toward those with psychiatric disorders. In this gathering of Industry Fund Forum members, legal and mental health experts, and group insurer CommInsure, an attempt is made to identify the extent of mental health-related claims – no easy feat – while steps being taken to improve the process between funds, administrators and insurers are outlined.
Chindia: Frontier Investment Consulting dos and dont’s
Last year, Frontier Investment Consulting’s deputy managing director, Kristian Fok, and head of investment research, Kim Bowater, undertook a study trip to China and India, which they have since ameliorated with extensive manager interviews and deskstop research. The asset consultant recently released to clients a comprehensive report on how best to build investment exposure to these emerging powers, which KIM BOWATER summarises below.
Chindia: Frontier Investment Consulting dos and dont’s
Last year, Frontier Investment Consulting’s deputy managing director, Kristian Fok, and head of investment research, Kim Bowater, undertook a study trip to China and India, which they have since ameliorated with extensive manager interviews and deskstop research. The asset consultant recently released to clients a comprehensive report on how best to build investment exposure to these emerging powers, which KIM BOWATER summarises below.
Chindia: Frontier Investment Consulting dos and dont's
Last year, Frontier Investment Consulting’s deputy managing director, Kristian Fok, and head of investment research, Kim Bowater, undertook a study trip to China and India, which they have since ameliorated with extensive manager interviews and deskstop research. The asset consultant recently released to clients a comprehensive report on how best to build investment exposure to these emerging powers, which KIM BOWATER summarises below.
Mezzanine debt offers the best of both worlds … or does it?
With lending from traditional quarters – namely, the major banks – still difficult to come by for companies large and small, it would appear that opportunities must abound for investors who are looking for something extra from their fixed interest portfolios. While credit funds offered by traditional fixed interest managers remain in demand this year, another form of debt investment is also catching on – mezzanine finance. GREG BRIGHT reports.
Mezzanine debt offers the best of both worlds … or does it?
With lending from traditional quarters – namely, the major banks – still difficult to come by for companies large and small, it would appear that opportunities must abound for investors who are looking for something extra from their fixed interest portfolios. While credit funds offered by traditional fixed interest managers remain in demand this year, another form of debt investment is also catching on – mezzanine finance. GREG BRIGHT reports.
Funds pressured to reverse shareholder inactivism
A rallying cry at superannuation conferences is for sharper shareholder engagement with investee companies, aimed at unlocking more value for members. But strangely, the investment managers dedicated to this pursuit – activists – are largely absent from the domestic market. This is despite the wealth of underperforming target companies, and the good track record established by overseas activists in generating absolute returns by galvanising shareholder campaigns. SIMON MUMME reports.
Funds pressured to reverse shareholder inactivism
A rallying cry at superannuation conferences is for sharper shareholder engagement with investee companies, aimed at unlocking more value for members. But strangely, the investment managers dedicated to this pursuit – activists – are largely absent from the domestic market. This is despite the wealth of underperforming target companies, and the good track record established by overseas activists in generating absolute returns by galvanising shareholder campaigns. SIMON MUMME reports.
The end of asset allocation – Alternative investment ideas to salvage your portfolio
There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets play in any, ahem, alternative to it? … Read more
The end of asset allocation – Alternative investment ideas to salvage your portfolio
There’s nothing like a crisis to make an industry question its fundamental beliefs, and poor old Harry Markowitz has certainly been in the firing line since everybody’s asset-allocated, ‘diversified’ portfolios all crashed together in 2008/9. Does his modern portfolio theory still stack up? What role will alternative assets play in any, ahem, alternative to it? … Read more
The world after the GFC: lessons not learned
The funds management industry is very good at analysing itself and trying to predict the future, not just of markets but also of the shape and constituency of the industry. That is not to say that its analyses and predictions turn out to be correct all that often. Opinions tend to gather around the consensus and it is, usually, only the outliers which end up shooting the lights out in a business sense. Given the state of the world, as you can imagine, the soothsayers are working overtime.
The world after the GFC: lessons not learned
The funds management industry is very good at analysing itself and trying to predict the future, not just of markets but also of the shape and constituency of the industry. That is not to say that its analyses and predictions turn out to be correct all that often. Opinions tend to gather around the consensus and it is, usually, only the outliers which end up shooting the lights out in a business sense. Given the state of the world, as you can imagine, the soothsayers are working overtime.
