December 11, 2016

IOOF, that ‘scandal’ and the Perpetual rumour

by Greg Bright IOOF, a 160-year old diverse financial firm built up in recent years largely through takeovers, has had its ups and downs. An increasingly mooted potential merger with 120-year-old Perpetual Trustees, which has had a more conservative growth

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No management fee in new real assets platform

Astarte Capital Partners, a London-based alternatives firm, has come up with an innovative platform structure, with no management fees, which is offering a tight range of private equity opportunities backed by niche real assets strategies. Founder Stavros Siokos, who was

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A 5-point checklist for emerging markets investing

Research and experience by Parametric, the US implementation manager, has thrown up a five-point checklist for emerging markets investors, blending the benefits of active and passive styles. Some active protection strategies, such as currency hedging, are just not worth chasing.

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… as managers assess the ‘Trump effect’

The sell-off in many emerging markets after the US election is starting to correct as the protectionist rhetoric of president-elect Donald Trump softens. According to big US manager Brandywine Global Investment Management, there is unlikely to be a crisis because

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BT Financial’s international gong for Panorama

BT Financial Group has picked up the award for Best Use of IT in Private Banking or Wealth Management at the international Banking Technology Awards in London for its Panorama client platform. “It’s always great to get external recognition,” John

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Yarra Capital ready for January launch

Yarra Capital Management, which last week announced the recruitment of Mark Burgess as its independent chair, is on track for a January launch, following the management buyout of the former Goldman Sachs Asset Management Australian equities and fixed income businesses.

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Fund managers gaining traction in $6b ‘iwi’ market

by David Chaplin NZ fund managers have gained a tenuous toehold in the approximately NZ$6 billion (A$5.8 billion) ‘iwi’ investment market, the indigenous funds consisting mostly of real assets, according to Phil Barry, director of Wellington-based consultancy firm, TDB Advisory.

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