January 20, 2019

Raewyn Williams

Other super costs ignored in focus on fees

by Greg Bright The proposed best-of-breed 10-manager panel to choose default funds plus forced amalgamation of funds which have underperformed for a period grabbed the headlines following the Productivity Commission’s final report on superannuation. For some practitioners this masks a

More »
Philippe Couvrecelle

iM Global roadmap for Australasian expansion

The new global multi-affiliate manager which plans to target Australia and New Zealand this year, both to seek super fund mandates for its existing suite of underlying managers and to look for new managers in which to take minority shareholdings,

More »
Sheridan Lee

Amundi appoints Shed Ent for a new sales platform

Amundi Asset Management, the largest asset manager in Europe, which has had a long presence in Australia through various guises, has appointed Shed Enterprises, a Sydney-based third-party marketing firm, as its Australian and New Zealand representative. Paris-based Amundi was founded

More »
David Brown

The drama behind David Brown’s PNG legal stoush

It’s tough for investment professionals to live and work in Port Moresby. Sometimes, the unique culture of the underprivileged nation can go against the grain and local politics can interfere with what we consider best practice. David Brown has just

More »
Denis Donohue

Old hands with new strategy for retirement

Retirement products and strategies have proliferated in recent years, targeting everyone from big super funds, their members through investment options, wholesale investors through planners and retail investors through their SMSFs. They come in all shapes and sizes, though, and some

More »
Barrie Dunstan

Barrie Dunstan: doyen and gentleman journalist

by Nicholas Way* Barrie Dunstan, devoted husband and father, dedicated Magpies (Collingwood) fan, and highly respected business and finance journalist – by both his peers and the wider business and finance community – died from cancer in Melbourne last Tuesday,

More »
Alex Vynokur

BetaShares says ETP market to jump again this year

Despite an end-of-year slowdown last quarter and lack of market price support for the year, Australia’s ETPs reached another record, up 13 per cent to $40.8 billion in total market cap in 2018. This was due solely to fund inflows.

More »
John C Bogle

… but Jack Bogle would turn in his grave

The great Jack Bogle died last week, on January 15, aged 89. He was the founder of Vanguard, in 1974, inventor of index funds and champion supporter of the interests of individual investors. Vanguard remains the largest mutual organisation in

More »

Fees: why managers may take the see-saw or slide

Both active and passive fund managers may have to adjust pricing models this year with the emergence of two new fee trends: ‘free’ and ‘fulcrum’, according to a new report by global consultancy Deloitte. The report says the launch of

More »