John Dyall Head of Investment Research, Rainmaker Information Pty Ltd One of the key ingredients to reality television is kicking out characters at the end of each episode. It's a fast-track way for the program to renew itself on a weekly basis. The same thing should be ... The SPIVA scorecard on active funds in the US is out, courtesy of S&P Dow Jones Indices. Unless you are an index manager, it's not pretty. For the ninth year in a row the majority of large-cap US equity ... There's a secret hiding in plain sight, and it's the fact that around 80 per cent of actively managed Australian and international equities products have betas of less than one. On the face of it that ... Managed funds performance tables tell a story, but it's a partial story. There's a lot they leave out. And to be fair managed funds are complicated beasts. Take for example your typical Australian equities ... Out of all the mysteries in the world performance fees charged by investment managers must rank right up there. Performance fees are what some products charge on top of regular base management fees. The ... For all the good and challenging thought in the investment industry it has its fair share of opinion pieces and marketing collateral that look important on face value, but when you dig a little deeper ... Investing through actively managed unit trusts has long been the backbone of retail investing in Australia. But it's going through a tough time. At a rough estimate, 4% of funds under management physically ... Anyone looking at the performance league tables of managed investment products would think it was all about performance, and that performance was a signifier of skill. But performance is a lot more nuanced ... The CFA Institute has just released its annual global survey on the state of investor trust called "The Next Generation of Trust". One of the most important insights is the value of trust in contributing ... Representing the world's largest stockmarket, the S&P500 Index in the US has been closing at record highs in 2017. There is increasing commentary on whether markets are overvalued and, if so, what ... Traditional fixed income used to be the most boring of asset classes. Sure, there were some funny concepts to get your head around - like the fact that ... When people buy equities they are buying more than part ownership of a company. They are buying multiple sources of return: Dividends, retained ... |
| | ELIZABETH MCARTHUR AMP's technical superannuation adviser support team saw a rise in the number of advisers querying tax deductions for personal superannuation contributions last month. | ELIZABETH MCARTHUR New research reveals about 30% of Australians would trust a robot to offer them financial advice over a financial adviser. | | | JAMIE WILLIAMSON A former NAB financial adviser has been charged with two offences following an investigation by ASIC. | ELIZABETH MCARTHUR ASIC has banned a Gold Coast financial adviser from providing financial services for six years. |
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