schroder | Investment Magazine

Investment Strategy

Calastone seeks big slice of managed funds market

Calastone Ltd., the specialist messaging and translation service for managed funds, says it expects to mirror its U.K. market share of 80 per cent in Australia as the $1.3 trillion in superannuation funds seek electronic rather than manual processes. Founded in March 2007, Calastone is a messaging hub that sits in the middle of buyers […]

I & T NewsJanuary 19, 2012

Investment Strategy

Greg Cooper: manager numbers will shrink

Greg Cooper, chief executive of Schroder Investment Management Australia Ltd., expects the number of Australian fund managers who specialise in managing local stock portfolios will shrink.

I & T NewsDecember 14, 2011

Investment Strategy

ipac sets risk rules in $4bn Aussie equities overhaul

Jeff Rogers Big multi-manager ipac has reallocated its $4 billion Australian equities portfolio to four active managers, and told them where to deploy risk, in an effort to exploit information advantages and minimise overlapping stock positions in large companies.

Staff WriterOctober 12, 2009

Investment Strategy

Merge and save: sub-$1bn funds’ extra costs revealed

The benefits of scale for large super funds have been quantified in research to be released soon by Deloitte, with the median investment cost for a fund with $10 billion under management around 30 per cent lower than a fund with $1 billion under management.

Staff WriterApril 6, 2009

Investment Strategy

Suncorp sacks six managers, hires four in world equity overhaul

Suncorp Investment Management’s $1 billion World Equities Trust has replaced nearly all of its underlying managers, in a bid to finally meet and exceed its objective of outperforming the MSCI by 3 per cent p.a over rolling three year periods.

Staff WriterJanuary 12, 2009

Investment Strategy

…as Schroder, Contango usurp quant manager in small caps

A quant manager has lost its entire cornerstone position in Colonial FirstChoice’s $320 million Australian small cap portfolio, with head of investments Scott Tully declaring small caps would be best suited to fundamental stockpickers in future.

Staff WriterOctober 13, 2008

Hedge Funds

…as Schroder, Contango usurp quant manager in small caps

A quant manager has lost its entire cornerstone position in Colonial FirstChoice’s $320 million Australian small cap portfolio, with head of investments Scott Tully declaring small caps would be best suited to fundamental stockpickers in future.

Staff WriterOctober 13, 2008

Hedge Funds

Active vs passive: Who looks best after tax?

Staff WriterSeptember 1, 2008