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…

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Lonsec broadens direct market reach

Research firm Lonsec has partnered with evolution media to offer the audiences of the media company’s broadcast and online television show, No More Practice Investment Series, a set of model portfolios…

Dalton Nicol Reid expands as DNR Capital

Brisbane-based Australian equities boutique DNR Capital – formerly known as Dalton Nicol Reid – is to open a Sydney office to build upon its recent appointment by the $5.8 billion Energy Super scheme for a mandate believed to total about $400 million…

AIMA celebrates resurgence in hedge funds

A resurgence in hedge funds to their highest level since the global financial crisis, driven by the trend to outcome-oriented investments and historically low yields from traditional investments, was dissected by a record attendance at the annual AIMA Australia Hedge Fund Forum in Sydney yesterday…

Passive is cheap but not always cheerful – Rajan

Index investing can be just as risky as active management, head of UK-based firm Create Research, Amin Rajan, told investors in Australia last week. He said passive investing might be cheap “but it’s not always cheerful”…

French scientists behind latest liquid alternatives

Capital Fund Management (CFM) is to launch a diversified alternative beta fund in Australia – the latest liquid alternatives product to hit the market – capitalising on increasing demand for a plethora of smart beta strategies…

Sydney property prices have boomed while shares are at three-year lows. Who do you trust if you want to switch?

The Sydney property market is fast approaching bubble territory. This article addresses relative valuation of Sydney residential property and bank shares. Should investors be switching asset classes given one asset is expensive and the other cheap?..

Exclusive: What Greg Combet really thinks about the super system

Greg Combet, the highly regarded former ACTU secretary and minister in the Rudd/Gillard governments, gave a closed address to union delegates about superannuation…