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Independence and Ninety One’s first year

As Ninety One, the former Investec Asset Management, celebrates its first year as an independently listed company, the Australian operation has also demonstrated one of the many advantages of that independence. The global parent investment bank, still the major shareholder

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A new multi-asset strategy with long pedigree

While tactical asset allocation strategies have had a long history in Australia, their newish incarnation, as global macro funds, have tended to go in and out of fashion in step with market jitters. The current volatility is good news. Starting

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Money, fast cars and investor returns

It may be intuitive but there is now evidence that investors with more testosterone and those who drive flashy sports cars tend to produce lower returns over time. They take too much risk. We have Yan Lu, an American academic,

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Longreach branches out along income theme

Longreach Alternatives, a multi-affiliate manager started by Sam Mann in late 2016, has added to its range of boutique offerings with the launch of a fisheries quota firm. A common theme for the range is “sustainable income”. Mann, best known

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The road to commercialise Mine Super’s Recreo

Mine Super has taken a big step towards commercialising its majority interest in Recreo Financial, the administration systems provider it partnered with in 2015. It has been a rocky road for many of the participants. Recreo is to merge with

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Ownership change no hindrance to IFAA

The IFAA Group has seen almost immediate success with new business from several sources, notwithstanding its recent acquisition by Auckland-based administration and consulting firm MMC. Neil Harvey, IFAA Group’s managing director, said last week that recent wins for the group

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Australia bucks global trend with active preference

The shift in investor preference for passive over active funds continued in the last two years, but Australian investors were more resistant to the global trend, according to research from Calastone. Calastone’s latest report, ‘Tidal Forces – Can Active Funds Fight

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Kalman leaving Equity Trustees for places unknown

Harvey Kalman, the global head of business development for fund services at Equity Trustees and key business driver for many years, has resigned, seeking a new yet-unknown challenge. Kalman, 54, has been with Equity Trustees since January 2000 and for

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