wholesale | Investment Magazine

Investment Strategy

Super funds bullish on equities: MSCI

An MSCI global asset owners survey, covering more than $US 5.5 trillion in assets under management, shows Australian funds have substantially higher external management than other funds around the world, and more allocated to equities.

I & T NewsOctober 11, 2011

Investment Strategy

K2’s Mark Newman: “Most institutions focus on fees rather than after-fee returns”

K2 Asset Management co-founder Mark Newman says too many of the large superannuation funds have focused on minimising fees and are excluding funds that are generating attractive after-fee returns.

I & T NewsSeptember 13, 2011

Investment Strategy

RBC and daylight in unit registry stakes

RBC Dexia Investor Services (RBC) has made the online real-time portal of its global unit registry system available in Australia, furthering its lead in registry over competitor custodians and making an industry-backed ‘utility’ registry solution less likely, according to a prominent admin consultant.

Staff WriterSeptember 7, 2009

Investment Strategy

Fortitude’s moves to get more capital

As funding from its major clients – offshore hedge fund-of-funds (FoFs) – continues to dry up, domestic hedge fund Fortitude Capital has begun canvassing ways of garnering more capital from investors in its home market.

Staff WriterSeptember 7, 2009

Hedge Funds

Fortitude's moves to get more capital

As funding from its major clients – offshore hedge fund-of-funds (FoFs) – continues to dry up, domestic hedge fund Fortitude Capital has begun canvassing ways of garnering more capital from investors in its home market.

Staff WriterSeptember 7, 2009

CIO profiles

Funds more conscious of currency’s sucker punch – NAB survey

The cash impact of paying currency hedges has soared in importance for super funds, following a disastrous year for many according to a survey by National Australia Bank.

Staff WriterJune 29, 2009

Investment Strategy

Navigator acquisition adds scale for NAB

Navigator’s $12 billion life insurance and investment platform, including $1.1 billion in multi-manager product, will be transferred to NAB under an agreement with Aviva Australia to buy its wealth management business for $825 million.

Staff WriterJune 22, 2009

Investment Strategy

Capital National Alliance sheds veteran but lives another day

Capital National Alliance has let a well-respected representative go as Capital International seeks a more direct relationship with Australian institutions, but the entity will continue to administer and currency-manage a wholesale trust here.

Staff WriterMarch 30, 2009