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Investor Strategy News

Investor Strategy News results

Neuberger Berman pitches exotic alternatives

Institutional investors looking to take advantage of market volatility should consider taking the unusual step of writing index put options, according to US institutional investment manager Neuberger Berman. Super funds and other institutional investors are usually on the other side of options transactions, buying index puts as insurance against their exposures. But Eric Knutzen, multi-asset…

Investor Strategy News | 6th Mar 2017 | More
Chant and West take charge of their acquirer

By Greg Bright Warren Chant and Andrea West, founders of the Chant West research and ratings firm, have been appointed joint chief executives of Enzumo Ltd, the listed fintech company which acquired their business in late 2015. In a letter to clients and others last Friday, Chant and West said that the arrangement would have…

Investor Strategy News | 26th Feb 2017 | More
… as ASFA chief to take the stage at Chant West Awards

The master of ceremonies at Chant West’s fifth annual Awards night, at Sydney’s Ivy Ballroom on May 24, will be Martin Fahy, the new chief executive of ASFA, who said: “We need to send a clear message that super funds are doing a good job”. In a release this week detailing the 12 Awards categories,…

Investor Strategy News | 26th Feb 2017 | More
GQG off to a flying start in Australia

A “good chunk” of the US$1.3 billion currently managed by Florida-based start–up equities shop GQG Partners has come from Australian investors. The firm, launched in June last year and backed by Australia’s Pacific Current Group, is expecting to have more than A$1 billion from Australian clients by the end of March. But GQG is not…

Investor Strategy News | 26th Feb 2017 | More
Ausbil loses COO during custody review

Ausbil Investment Management lost its chief operating officer, Simon Blakers, in its recent management restructure, just as the firm culled the lineup of potential custodians to three, following a lengthy review. The restructure, which saw founder Paul Xiradis step back to an executive chairman role, was unrelated to the custody review. It involved the elevation…

Investor Strategy News | 26th Feb 2017 | More
  • How emerging markets got to be all grown up

    By David Chaplin Emerging markets have long been a troublesome bet for equity investors: the perennial over-promiser and under-deliverer. In the new world order – or disorder – however, they are looking rather more like core investments. According to Kim Catechis, head of global emerging markets for the Edinburgh-based fund manager Martin Currie, emerging markets…

    Investor Strategy News | 26th Feb 2017 | More
    How big funds may ‘skew’ their own insourcing decisions

    Investment insourcing by big super funds has been a hot topic for the institutional segment of the industry for several years. But the insource/outsource topic is bigger than just investments. A paper by implementation specialist manager Parametric has weighed into the discussion. The paper, written by Raewyn Williams, managing director of research in Australia, shows…

    Investor Strategy News | 26th Feb 2017 | More
    Hotchkis & Wiley analysis offers a fresh perspective

    With continued record-low interest rates and fair-to-full equity market valuations investors of all sizes are in a quandary. One way to think of a solution is from a whole portfolio perspective rather than thinking about separate asset classes. Hotchkis & Wiley Capital Management, the US-based global manager provided some insights on a trip by two…

    Investor Strategy News | 26th Feb 2017 | More
    ARIEL CIO stirs up active versus passive debate

    In almost all markets passive investing has risen exponentially, from a couple of per cent to more than 30 per cent of total equity market shares since 2000. In some cases, such as Australia, regulators have egged investors along the path. But at what cost? Rupal Bhansali joined the debate at a briefing in Sydney…

    Investor Strategy News | 26th Feb 2017 | More
    … as Mercer study finds NZ active mostly ‘fit for purpose’

    Active management continues to be a good bet in the New Zealand equities market but the odds narrowed in recent years, a new Mercer report reveals. According to the just-released Mercer study over the five years to the end of 2016 the median NZ shares manager beat the benchmark S&P/NZX50 by 0.5 per cent before…

    Investor Strategy News | 26th Feb 2017 | More
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