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How to set a property portfolio for a defensive position

Heitman, the US-based private real estate equity and debt investor, has recently financed the purchase of an office building in Brisbane’s up-and-coming Fortitude Valley. It is now in deep analysis over another property in a similar area. The big property-orientated manager likes Australia for several reasons. Australia stayed afloat during the global financial crisis, Mary…

Investor Strategy News | 21st Oct 2018 | More
Janus Henderson road trip with alternatives

Janus Henderson Investors took its merged team on the road for the first time last week with two of its most senior alternatives managers, David Elms and John Fujiwara meeting up in Australia. David Elms, the London-based head of diversified alternatives, and John Fujiwara, portfolio manager based at former Janus headquarters in Denver, said the…

Investor Strategy News | 21st Oct 2018 | More
  • Trust slump bottoms out… perhaps

    Trust in the financial system at the advisor level had halved in the run-up to the Royal Commission, according to research by CoreData, but is starting to come back. Similarly, flows into industry funds, which had doubled, are moving back to longer-term averages. Speaking during the first session at last week’s Fund Summit in Sydney,…

    Investor Strategy News | 21st Oct 2018 | More
    Big plans for Deutsche’s new TraCRs

    Chi-X and Deutsche Bank are hopeful of having between 25-50 US stocks on their new TraCRs system for Australian investors within the next 12 months, following last week’s launch of five securities and immediate plans for a further five by the end of this month. TraCRs enable investors to buy the equivalent of a US…

    Investor Strategy News | 21st Oct 2018 | More
  • Going for Goldsky: all that glistens is not…

    by Greg Bright The Securities and Exchange Commission in the US is coming after a start-up Australian funds management firm, Goldsky Asset Management, for misleading representations to potential investors. The SEC law suit shines a light on the Gold Coast-based firm which had a glittering celebrity launch just last year. According to the SEC, Goldsky,…

    Investor Strategy News | 14th Oct 2018 | More
    Super funds in for massive group life shake-up

    Group life insurance for the vast majority of Australians is about to go through its biggest shake-up since the 1980s. Younger people are likely to be cut out of their coverage and older people are going to pay more. In theory, it seems like a decent plan, but not everyone is happy. As is often…

    Investor Strategy News | 14th Oct 2018 | More
    … as Tasplan tests the waters for other big funds

    Tasplan, the $8 billion Tasmanian-based industry fund, has become one of the first to review its insurances ahead of the proposed “Protecting Your Super” legislation. There are winners and losers in this situation. Nick Connor, the Tasplan chief operations officer, says that his fund’s review actually started because of the recent mergers, ahead of the…

    Investor Strategy News | 14th Oct 2018 | More
    And the nominees are…

    SuperRatings and Lonsec have announced the finalists for their upcoming awards night, to be held at Melbourne’s Grand Hyatt on October 30. The awards reflect the evolution of the super industry, with several new accolades for innovation and technological developments. Lonsec Holdings, the company which oversees SuperRatings and Lonsec Research, is hosting the annual awards…

    Investor Strategy News | 14th Oct 2018 | More
    RBC wins Warakirri asset servicing mandate

    RBC Investor & Treasury Services has won the core custody, fund administration, registry and risk and investment analytic services for multi-manager Warakirri Asset Management. Warakirri’s previous custodian was JP Morgan. Warakirri offers specialist investment management for charities, global and domestic pension funds as well as individual investors across Australian and international equities, Australian agriculture, currency…

    Investor Strategy News | 14th Oct 2018 | More
  • Ball tampering and the CFAs: why integrity is so important

    by John Hamer* Paul Smith, the global president and chief executive of the CFA Institute, says shining a light on a problem, as Australia’s Royal Commission into banking has done, is a good thing. Before you find a cure you need to find the illness, he says. Australian cricket’s ball-tampering’ scandal is a good analogy….

    Investor Strategy News | 14th Oct 2018 | More
    Beware crude comparisons between active and passive

    by John Peterson* S&P Dow Jones Indices recently released their SPIVA Australian Scorecard covering manager versus index performance to June 2018. The results of the analysis, unsurprisingly, found that, with the exception of small-cap equities, the average Australian actively managed fund underperformed comparable market indices over one-year and longer periods. That is, more than 50…

    Investor Strategy News | 14th Oct 2018 | More
    Tech innovation, the environment and two Nobel prizes

    Lars Jaeger, the global head of risk premia investing for GAM Investments, has looked at the work behind the latest Nobel prizes for economics – one for studies in technological innovation and one for climate change. His conclusion is that economies grow best in “open societies”. In his latest personal blog Jaeger, the head of…

    Investor Strategy News | 14th Oct 2018 | More