John Dyall Head of Investment Research, Rainmaker Information Pty Ltd 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 ... Financial Standard recently hosted its ETF Forum in Melbourne and we used the opportunity to present the results of an adviser survey conducted in the lead up. The results indicate there are a large number ... Have we entered the post-truth world in discussing passive versus active investing? There has been a lot of talk recently about the rise of passive versus active in equities investing. It is no surprise ... An interesting email crossed my desk the other day. It was from VanEck, one of the up-and-coming manufacturers of exchange-traded funds in the Australian market. The interest was on a number of levels. 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 ... |
| | JAMIE WILLIAMSON Futuro Financial Services has ended its partnership with AMP after seven years, becoming 100% privately-owned again. | JAMIE WILLIAMSON Escala Partners is set to be acquired by a US-based wealth manager looking to expand its international footprint. | | | KARREN VERGARA IOOF's bottom line will take a hit from the newly legislated Protecting Your Super package and the proposed removal of grandfathered commissions. | KANIKA SOOD ClearView has launched a guide on how financial advisers can engage better with clients, in partnership with an academic. |
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