Fixed Income Forum
First State Super takes advantage of banking reforms
First State Super responds to international banking reforms by using its capital in new ways. Experts tip more super funds to do the same.
Mark StoryNovember 1, 2017
Aberdeen Asset Management
Investment Strategy
Advance shakes up managers
BT Financial Group subsidiary Advance Asset Management has removed Colonial First State Investments from the manager line-up for its $550-million Australian Fixed Interest Multi-Blend Fund and awarded new mandates to AMP Capital Investors and Aberdeen Asset Management. Portfolio manager for fixed interest and cash at Advance Asset Management, Ron Mehmet, says the review of the […]
I & T NewsJuly 10, 2012
Investment Strategy
Morphic fund to gain fast Innova inflows
Morphic Asset Management, the fund manager launched by former Hunter Hall investment staff, will gain inflows in two weeks after Innova Portfolio Management chose it to manage client money. Morphic, a global-equity fund manager started on Monday by former Hunter Hall deputy-chief investment officer Jack Lowenstein and portfolio manager Chad Slater, will become one of […]
I & T NewsJuly 10, 2012
Investment Strategy
Future bright for fixed-income professionals
Stuart Dear is at a famed Sydney restaurant trying not to appear too happy. The Aberdeen Asset Management portfolio manager is part of team that manages $14.5 billion in Australian bonds and is ranked number one by Morningstar. Aberdeen’s current 11-person team has over 10 years delivered a 7.2-per-cent annual gross return, according to Morningstar’s […]
I & T NewsMarch 19, 2012
Investment Strategy
Funds wary of costs amid disclosure push
Some who are responsible for managing part of Australia’s $1.8 trillion funds under management say they already are transparent on their investments and believe caution should be exercised to ensure costs don’t outweigh the benefits of disclosure. “We’re happy to disclose each and every one of our investments,” says Sam Sicilia, chief investment officer of […]
I & T NewsJanuary 16, 2012
Investment Strategy
Shorten’s pitch: the new super bargain
Bill Shorten In one year’s time, Bill Shorten, the new Minister for Financial Services, aims to see new superannuation legislation signed into black letter law. He fleshed out an ambitious reform agenda – covering the push for a 12 per cent superannuation guarantee, to remove conflicted remuneration structures and restore consumer confidence in the system – […]
Staff WriterDecember 6, 2010
Hedge Funds
Shorten's pitch: the new super bargain
Bill Shorten In one year’s time, Bill Shorten, the new Minister for Financial Services, aims to see new superannuation legislation signed into black letter law. He fleshed out an ambitious reform agenda – covering the push for a 12 per cent superannuation guarantee, to remove conflicted remuneration structures and restore consumer confidence in the system – […]
Staff WriterDecember 6, 2010
Investment Strategy
Chris Cuffe’s Christmas cheer
Chris Cuffe’s Third Link Growth Fund outperformed its benchmark by 23.7 percentage points in the year to November, lifted its funds under management by 75 per cent and was able to pay over to charities about $40,000 a month via his association with the Social Ventures Australia (SVA) group.
Staff WriterDecember 21, 2009