Investment research

Advisers must demonstrate their ongoing value

Financial planners need to show their expertise to their clients through regular contact and reviews to retain clients and improve client satisfaction. MetLife’s latest report, Understanding the Adviser-Client Relationship, reveals that a quarter of respondents are considering changing their adviser…

Credit funds on a roll

Investment manager Neuberger Berman hopes to capitalise on strong demand for listed credit income funds, launching an offer of new units in its NB Global Corporate Income Trust. The offer, an entitlement offer and a shortfall offer, is targeting a…

Move over robo; advice goes ‘bionic’

HUB24 and Aberdeen Standard Investments (ASI) have partnered to launch ‘bionic’ advice tools in response to the adviser demand to service a wider range of clients more effectively. According to HUB24, around 41 per cent of Australians intend to get…

Special resolutions on the rise at AGMs

An increasing number of investors are using the annual general meetings of ASX-listed companies to have their say about climate change and other issues, according to new research. Macquarie Securities reveals that there has been an increase in the number…

Millenials want investment advice on an app

Online services and mobile apps are so embedded in the lives of young adults that they expect all their financial services to be delivered that way, according to new research. Funds network operator Calastone surveyed more than 3000 people aged…

No answer to chronic LIC price discounts

Listed Investment company Monash Absolute Investment Co (MA1) plans to turn itself into a unit trust, after trying everything to close its wide price-to-NTA gap. The restructure is designed to address “a large discount to the net tangible asset value…

Sea change in equity capital raising

There is a significant change underway in the way listed companies raise capital. The entitlement offer is making way for institutional placements combined with share purchase plans. Compared with entitlement offers, placements are quick and relatively cheap to arrange. However,…

APRA names and shames underperforming super funds

The Australian Prudential Regulation Authority (APRA) will be looking for significant change from poorly performing superannuation funds, following the release of its MySuper heatmap. APRA’s heatmap of over a hundred MySuper products has outlined the worst performing funds but not…

ETF investors getting active

Investor preference is changing towards active exchange traded funds (ETFs) according to a new study. The latest Betashares/Investment Trends ETF Report found that 32 per cent of investors intend on investing in active ETFs in the next 12 months, up…

MySuper heatmap to be extended to Choice products

The prudential regulator’s announcement of a superannuation performance heatmap is causing a stir, especially the issue of its extension to Choice products. The Australian Prudential Regulation Authority (APRA) has confirmed its plans to publish a heatmap of over a hundred…