Executing climate investment principles a major challenge

Institutional investment managers and retirement fund trustees around the word are struggling to deal with the practicalities of incorporating climate risk principals into their investment practices, a new survey has found. While…

Cashwerkz board takes action to stop outflows

After announcing ambitious expansion plans in January, term deposit marketplace Cashwerkz has paused to overhaul its board and management in the face of funds outflows. Chief executive Hector Ortiz is being relegated…

People: Fidante GM steps up to senior Challenger role

Fidante Partners general manager, Nick Hamilton has been promoted to the role of chief executive, funds management at Fidante’s parent company, Challenger Limited.  Hamilton joined Challenger as Fidante’s head of product and…

Talk about an index fund bubble is very passive-aggressive

If you’ve seen the movie The Big Short you will remember Christian Bale’s quirky character Michael Burry – the manager of the Scion Capital hedge fund who realises the US mortgage-backed security…

Game, set, match: Chi-X’s latest work

Alternative exchange Chi-X Australia is expanding its offerings with a revamped institutional market-on-close trading solution and a launch date for its first exchange traded fund. Chi-X has updated its market-on-close offering with…

Insurance bonds back on the menu

Insurance bonds are enjoying a revival, as high-income earners who are limited to putting $25,000 of concessional contributions into super each year, look for tax-effective alternatives. Generation Development Group reports that its…

Today’s Best Videos 

Our $9.5 trillion super system still inadequate

While the superannuation system will grow to $9.5 trillion over the next 20 years, it will be inadequate for the retirement incomes of the average Australian. The latest two-year Deloitte study, published yesterday, details the changing structure of the industry, including the continued rise of bank-owned retail super funds…

Franchise owners beware: Greens introduce wages bill

A new bill called the Fair Work Amendment (Recovery of Unpaid Amounts for Franchisee Employees) Bill 2015 was introduced to Parliament last week. The bill, sponsored by Melbourne Greens MP Adam Bandt, is a direct response to recent 7-Eleven saga, in which the Fair Work Ombudsman has already found over $600,000 in underpaid wages and entitlements…

Will HNWs shirk traditional platforms?

Some interesting research by Tria Investment Partners shows an expected decline in the use of traditional adviser platforms – one imagines instant denial by major players in the industry, but if it’s true, we have a changing pattern in what advisers will and won’t do in the future. This would also affect Fund Managers and their product offerings…

Offshore flows into managed funds… but not enough

The level of foreign investment into Australia via managed investment trusts has more than doubled in the past five years but the potential to export more of our managed funds capabilities remains largely untapped…

Lazard funds cement ‘highly recommended’ rating

Lazard Asset Management’s flagship Select Australian Equity Fund has retained its ‘highly recommended’ status from independent research house Lonsec, following a recent review…

Robo-advice market gets serious with Macquarie’s entry

Macquarie Bank’s announcement last week of its entry into the burgeoning robo-advice market has added a new dimension to the competition. The market appears to be separating into those which also clip the ticket on product – usually ETFs – and those which stick to automated advice…

Top 10 ‘rules of thumb’ for better ETF investing

With the rise in ETF investing, especially by SMSF trustees and given a new spurt by several robo-advice offerings which use an ETF-driven platform, Morningstar has published a timely cautionary note for investors. Not all ETFs were created equal…