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David Chaplin


David Chaplin is a reputed financial services journalist and publisher of Investment News NZ.


David Chaplin results

Gunning’s new job amid Russell bond shake-up

Russell Investments has made sweeping changes to its flagship global fixed income funds in a move that almost doubles the in-house managed component. In a note to clients last week (May 4), Russell revealed it had cut three incumbent bond managers – Colchester Global Investors, Insight and Voya – from the global fixed income menu…

David Chaplin | 7th May 2021 | More
Israel lobby tries to halt NZ Super exclusions

The Israel Institute of NZ lobbied to halt the exclusion of certain banking stocks from the NZ Superannuation Fund’s portfolio this year, according to recently released documents. In an Official Information Act (OIA) request on April 12, the local Israel association asked for confirmation the NZ Government’s largest super fund had told underlying managers that…

David Chaplin | 30th Apr 2021 | More
GBST carve-out on the table in FNZ ‘win’

FNZ has wrung out some relief from the UK Competition and Markets Authority (CMA) despite losing on most counts in the latest – and almost last – round of its bid to prevent a forced sale of GBST. In a provisional report handed down mid-April, the CMA upheld its November 2020 finding that a merger…

David Chaplin | 30th Apr 2021 | More
NZ gags fund performance ads

In a highly unusual move, the Financial Markets Authority (FMA) has cracked down on fund managers advertising post-COVID boom-time annual returns. The regulator has warned managers that advertising any “phenomenal” returns garnered over the 12 months to March 31 could “mislead investors”. Global share markets bounced back spectacularly from the brief COVID-induced shock early last…

David Chaplin | 23rd Apr 2021 | More
Backoffice improvements after covid subsides

About a third of securities trading firms on both sides of the deal experienced operational stresses during the peak covid-19 volatility last year, according to a new DTCC white paper. The paper, carried out by global back-office behemoth DTCC (Depository Trust & Clearing Corporation) and consultancy firm McKinsey & Company found some weak links in…

David Chaplin | 23rd Apr 2021 | More
  • Why 2020 was tough for TAA despite volatility

    Last year proved once again that market timing can be very profitable but an extremely difficult task to pull off, according to a new analysis of tactical asset allocation. The paper, by influential Auckland-based actuarial advisory firm Melville Jessup Weaver and authored by newly minted actuary William Nelson, found NZ share investors could have engineered…

    David Chaplin | 16th Apr 2021 | More
    Fink conducts cultural purge at BlackRock

    Larry Fink, BlackRock’s outspoken chief executive, has committed the firm to a cultural cleansing in the wake of alleged sexual and racial discrimination at the world’s largest fund manager. In an annual shareholder letter published last week, Fink says “certain employees have not upheld BlackRock’s standards”, putting the manager’s environmental, social and governance (ESG) credentials…

    David Chaplin | 9th Apr 2021 | More
    Bloomberg opens new chapter on female influence in Australasian asset management

    The Australasian asset management industry has received a gender diversity boost this week with the launch of a new high-profile group looking to grow the influence of women in the sector. According to a release, the Australia and NZ chapter of the Bloomberg Women’s Buy-side Network (BWBN) “aims to inspire next generation investors, elevate female…

    David Chaplin | 5th Mar 2021 | More
    NZ Super goes up the alternatives spectrum, cuts Israeli banks, dampens return expectations, changes guard

    The NZ Superannuation Fund (NZS) has put new money in two US alternative asset strategies including a hedge fund operated by legendary firm Citadel and a direct private equity play in the communications infrastructure market. While the US$50 million Citadel move was revealed last December, the latest external manager update shows US niche private equity…

    David Chaplin | 5th Mar 2021 | More
    Passive police: why US index-trackers need oversight

    Index providers should face the same regulatory hurdles as investment managers, a new US legal paper argues. In the US, plain-vanilla indexers are regarded as information ‘publishers’. The University of Virginia School of Law (UVS) report says most index providers are de facto ‘investment advisers’ – a term under US law that includes fund managers…

    David Chaplin | 19th Feb 2021 | More
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