planners | Investment Magazine

Investment Strategy

Industry Funds Management to return profits to investors

Industry Funds Management (IFM), the $30 billion fund manager that is owned by 32 not-for-profit superannuation funds, will return money to its investors equal to 12.5 per cent of its annual fees because its investment products have exceeded their return targets.

I & T NewsNovember 3, 2011

Investment Strategy

Ankura Capital’s Greg Vaughan says Australian market in strong position

Australia’s fiscal and monetary positions are better than in many other countries, underpinning a stock market that may fall less than the U.S. market, says Greg Vaughan, managing director of Ankura Capital.

I & T NewsSeptember 27, 2011

Investment Strategy

Penny Wong, Bill Shorten confident 12% Super will be passed

Finance minister Penny Wong and assistant treasurer Bill Shorten say legislation to increase superannuation contributions to 12 per cent from nine per cent will be passed.

I & T NewsSeptember 6, 2011

Hedge Funds

The rise of Capital Guaranteed: more than a knee-jerk reaction

Since compulsory superannuation was introduced in the early 1990s, the focus of financial planners has been on strategies to maximise contributions and accumulation; and the focus of product manufacturers has been on products to cater to those strategies. But as an increasing number of super fund members move from the accumulation phase of their financial […]

Staff WriterNovember 2, 2009

Hedge Funds

The rise of Capital Guaranteed: more than a knee-jerk reaction

Since compulsory superannuation was introduced in the early 1990s, the focus of financial planners has been on strategies to maximise contributions and accumulation; and the focus of product manufacturers has been on products to cater to those strategies. But as an increasing number of super fund members move from the accumulation phase of their financial […]

Staff WriterNovember 2, 2009

Investment Strategy

Van Eyk turns 20, plans to celebrate the independents

Normal 0 false false false MicrosoftInternetExplorer4 van Eyk Research, which is about to celebrate its 20th birthday, is looking to restructure to take advantage of opportunities from the raft of possible regulatory changes heading the way of the financial planning market. Mark Thomas, the chief executive, says there are several structural changes to the industry […]

Staff WriterNovember 2, 2009

Investment Strategy

Van Eyk turns 20, plans to celebrate the independents

Normal 0 false false false MicrosoftInternetExplorer4 van Eyk Research, which is about to celebrate its 20th birthday, is looking to restructure to take advantage of opportunities from the raft of possible regulatory changes heading the way of the financial planning market. Mark Thomas, the chief executive, says there are several structural changes to the industry […]

Staff WriterNovember 2, 2009

Investment Strategy

Perennial hires three, bucks ‘bureaucratic’ BDM sales model

Perennial Investment Partners has recruited three investment specialists to its retail distribution team, entrenching a distribution model diverging from the “old bureaucratic BDM infrastructure”, Brian Thomas, head of retail at the boutique manager, said.

Staff WriterOctober 19, 2009