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Investor Strategy News

Investor Strategy News results

How the ASX is evolving into an investment supermarket

(Pictured: Peter Hiom) Peter Hiom, the deputy chief executive of the ASX, has had only three jobs in his career, all exchanges, but he says it feels like he’s had 30. Stock and other exchanges around the world have arguably changed more, and more rapidly, than the corporate and financial markets they serve. He spoke with…

Investor Strategy News | 17th Oct 2014 | More
The systemic risk in big super funds

(Pictured: Scott Donald) With more than 200 big APRA-regulated super funds – both not-for-profit and commercial – diversity would appear to be another line of defence for the superannuation industry in the event of an unexpected shock. But new research has questioned the nature of that ‘diversity’ and the adequacy of regulatory engagement across the whole…

Investor Strategy News | 12th Oct 2014 | More
At last: an academic profile of what motivates SMSFs

(Pictured: Susan Thorp) The average SMSF member is likely to be less “highly numerate” than the average member of a big super fund, but more financially numerate and more knowledgeable of the rules surrounding super. The SMSF trustee is also likely to be more trusting of financial services professionals, perhaps to the point of naivety. These…

Investor Strategy News | 12th Oct 2014 | More
Dysfunctionality studies coming together ‘like magic’

 (Pictured: Paul Woolley) The study of capital market dysfunctionality, which former fund manager Paul Woolley embarked on in 2007, investing £5 million (A$9.25 million) of his own money to establish three study centres around the world, is turning out to be a unified body of theory. Woolley addressed the eighth annual conference organized by University of…

Investor Strategy News | 12th Oct 2014 | More
Murphy to depart BNY Mellon for Pareto

 (Pictured: Bruce Murphy) Bruce Murphy, managing director responsible for the Australian funds management business of BNY Mellon, is to leave that position to take up a senior role at one of the firm’s affiliate managers, Insight Pareto. A search is underway to fill the job. Murphy has been in the current role for nearly five years….

Investor Strategy News | 12th Oct 2014 | More
  • Movement among KiwiSavers but banks dominate

     (Pictured: David Chaplin) The NZ$21.4 billion (A$19.3 billion) KiwiSaver Scheme, which is shared between 35 banks, managers and other service providers, has seen an uptick in investor switching in the past year, with the two Australian-owned banks, ANZ and BNZ (owned by NAB), winning much of the inflows. The annual study of the market, produced by…

    Investor Strategy News | 12th Oct 2014 | More
    White outsourcing enters custody market for boutiques

    (Pictured: Andrew Harrison) White Outsourcing, the specialist funds manager administrator, has entered the custody market, concentrating on the small end – primarily boutique managers – which is a segment that has been increasingly eschewed by the big custodian banks. It has entered a new arrangement with JP Morgan to take on the global custody component on…

    Investor Strategy News | 12th Oct 2014 | More
    Dunstan decamps to head up Rubik wealth

    (Pictured: Iain Dunstan) Iain Dunstan has been appointed the managing director, wealth, at Rubik Financial, the listed banking and wealth management systems company, replacing Wayne Wilson, who resigned recently. Dunstan, most recently the regional director of global technology group Avalog, was previously the chief executive and a shareholder in Bravura Solutions. He takes up his new…

    Investor Strategy News | 12th Oct 2014 | More
    Together again: FTSE and ASFA’s bond index

    (Pictured: Chris Tse) The unlikely alliance of FTSE, the index provider owned by the London Stock Exchange, and ASFA, Australia’s super fund association, has teamed up again for a new series of indices in Australia, this time for bonds. The FTSE ASFA Australia Bond Index Series is being sold on its independence from any of the…

    Investor Strategy News | 12th Oct 2014 | More
    Financial planning and the passion for helping people

    (Pictured:  Ian MacRitchie) Ian MacRitchie is a veteran financial planner with an A-list client list who still likes helping people – a character trait that has made a lot of his clients happy and, more importantly, given a better chance in life for many underprivileged people in Timor Leste (East Timor). He spoke with Greg…

    Investor Strategy News | 10th Oct 2014 | More
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