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Another European regulation for global providers to worry about

The avalanche of new regulations over all aspects of financial services in Europe – and we’re not talking about financial advisors here, we’re talking about the engine room of the financial system – is having increasingly global ramifications. A new study by DTCC attests to the latest imposts. The paper highlights the impact of securities…

Investor Strategy News | 29th Jul 2018 | More
How New Zealand is shining a new light on fees

by David Chaplin and Greg Bright Two stories in recent weeks from New Zealand may cast a light over the future direction for funds management and ‘product’ fees, such as those charged by super funds, in Australia and elsewhere. Because of its unique nature in the financial services world, New Zealand is becoming an interesting…

Investor Strategy News | 29th Jul 2018 | More
  • How fixed income is getting on the ESG treadmill

    ESG investing, one of the major thematics of the last few years and, no doubt, the next many years, is not just about equity investing. Fixed income is becoming increasingly ESG focused. Insight Investment tells how it is going about the new wave of ESG oversight. Bruce Murphy, director, Australia and New Zealand, at Insight…

    Investor Strategy News | 22nd Jul 2018 | More
    AIMA paper: major investors tip more institutionalisation

    The Alternative Investment Management Association has published a paper that presents a future outlook of the role, value and sustainability of hedge funds in Australia through the eyes of institutional investors. The AIMA paper, ‘VISION 2025: Perspectives of Leading Australian Investors in Hedge Funds’ contains the views of some of Australia’s major investors in alternatives. They…

    Investor Strategy News | 15th Jul 2018 | More
  • How beliefs and portfolio construction shape outcomes

    An under-researched element in the professional investment process is portfolio construction. Yet, according to a joint research effort by implementation specialist manager Parametric and the Sydney-based Australian Catholic Superannuation and Retirement Fund, the rewards can be very significant. The research report, ‘Optimality Is in the Eye of the Beholder: The Science and Art of Equity…

    Investor Strategy News | 15th Jul 2018 | More
    The real ‘APRA cash’ question: who is ripping off whom?

    By Greg Bright APRA has picked a sore which has troubled the industry for years: ‘who is making what out of cash?’. And it’s a good thing to raise the question, but APRA perhaps should look a little deeper with its investigations. Perhaps bigger issues are not what the definition of cash should be, but…

    Investor Strategy News | 8th Jul 2018 | More
    DWS gets a GRIP with multi-asset range

    DWS, formerly known as Deutsche Asset Management, has extended marketing of its Multi Asset Solutions unit’s range of strategies in Australia and New Zealand, following rapid success in Asia over the past couple of years. One of the unique tools used is called ‘group risk in portfolios’ (GRIP). On his first visit to Australia, Nicolas…

    Investor Strategy News | 8th Jul 2018 | More
    Russell/ASX study confirms residential property’s status

    Asset class performance, like fund manager performance, can fluctuate wildly from year to year. The annual Russell Investments/ASX study of markets and accompanying analysis provides a reflective view on the lack of persistence in market segment returns on a year-by-year basis. The 20th edition of the report was published late last week and will probably provide…

    Investor Strategy News | 8th Jul 2018 | More
    Global managers get behind emerging market debt

    Two big global managers – Franklin Templeton Investments and Wellington Management – have produced papers espousing the virtues right now of emerging market debt strategies. Emerging market debt is “fixed income’s most dynamic asset class”, one of them says. According to Franklin Templeton: “Over the last three decades emerging market debt has evolved into fixed-income’s…

    Investor Strategy News | 1st Jul 2018 | More
  • How to capitalise on cybersecurity threats

    Cybersecurity breeches may well represent the biggest threat to both corporate and national interests, but investors can also capitalise on the problem. It’s the age-old adage: where there’s muck there’s money. According to a paper by Robeco, ‘Cybersecurity – Turning Threats into Investment Opportunities’, the spending on cybersecurity by companies, governments and individuals has been…

    Investor Strategy News | 1st Jul 2018 | More
    Hexavest questions the big tech stock valuations

    Fund managers love their acronyms. We currently have the FANGs and more lately we have the BATs. We used to have the BRICS too, but they fell out of favour. But both the latest tech-orientated acronyms – FANGs and BATs – have their drawbacks, according to Hexavest. Value is being tested. Value managers have, over…

    Investor Strategy News | 24th Jun 2018 | More
    Why funds need to look at link between expenses and outcomes

    by James Lindgren* With the latest APRA fund data showing that average operating expenditure per member for all categories of superannuation fund (except corporate funds) has steadily increased since 2004, it is increasingly important that super funds ensure that increasing operational expenditure is helping to improve member outcomes. The Royal Commission into Banking and Financial…

    Investor Strategy News | 17th Jun 2018 | More