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China’s RQFII license system up and running in London

The first UK license to use Chinese RMB to purchase Chinese stocks from outside of China, known as RQFII (RMB Qualified Foreign Institutional Investor), was granted last week to the London-based Ashmore Group in a much-anticipated deal that also included the appointment of HSBC as custodian for the new investment product. The UK is the…

Investor Strategy News | 12th Jan 2014 | More
Ten things to worry about in 2014

By Greg Bright A consensus of pundits drawn out by the media in its time of need – when there is little actual news to report – seems to be warning about both a further slowdown in the Australian economy and a relatively lacklustre sharemarket this year. Normally the two don’t go together, or, rather,…

Investor Strategy News | 5th Jan 2014 | More
  • Strong finish for fund performance

    Pictured: Kirby RappellBig super funds are likely to have had their best calendar year since at least 2000, according to preliminary figures from SuperRatings. The median fund balanced option returned 15.5 per cent in the 12 months to December 31, making it the best year since the research firm began tracking this index in 2000….

    Investor Strategy News | 5th Jan 2014 | More
    Bank funds making inroads against not-for-profits

    Pictured: Salvador Saiz It’s not just the attraction of SMSFs causing membership leakage among not-for-profit super funds. The commercial funds, led by the major banks, are making inroads through their drive for membership growth, according to research by CoreData. The research firm’s latest “Member Growth Report” from its Superannuation Intelligence Unit, says that 19.7 per cent…

    Investor Strategy News | 5th Jan 2014 | More
  • Nikki Smith back to London for Deutsche Bank role

    Pictured: Nikki SmithAfter about 20 years in Australia, Nikki Smith, a securities services and funds management marketer, has returned to London to join Deutsche Bank’s securities services division as a director. She has taken a new role within Deutsche as sector specialist relationship manager/sales for financial institutions. She said the role was evolving but it…

    Investor Strategy News | 5th Jan 2014 | More
    The new movers among stock exchanges

    Advances in technology are behind a shift in ownership patterns among the world’s stock exchanges. In the past week, for instance, NASDAQ OMX acquired a small stake in the Turkish stock exchange and BATS Global Markets moved ahead with a proposed merger which will likely make it the largest exchange in the US. In the…

    Investor Strategy News | 5th Jan 2014 | More
    ConvergEx fraud settlement highlights opaque trading costs

    Pictured:  Joseph Velli In a deal which underscores the problem investors have in assessing the true costs of investment implementation, ConvergEx, the US-based global brokerage and trading services firm, has agreed to pay US$150 million to settle fraud charges brought by the Securities and Exchange Commission and criminal charges brought by the US Department of…

    Investor Strategy News | 5th Jan 2014 | More
    Future Fund taps CalPERS for new alternatives recruit

    Pictured:  Craig Dandurand The Future Fund has recruited a specialist alternatives portfolio manager from CalPERS, the US$270 billion Californian public sector fund, who will move with his family from Sacramento to Melbourne in the new year for the role. He is Craig Dandurand, who has been at America’s largest pension fund for 13 years, after…

    Investor Strategy News | 22nd Dec 2013 | More
    Perrignon off to HK with Credit Suisse

    Pictured:  Matthew Perrignon Credit Suisse has upgraded its sales effort for asset management in the Asia Pacific region through the transfer of the sales chief for Australia, Matthew Perrignon, to Hong Kong from January. Perrignon, who is head of the “pension coverage group” and a director, will oversee the regional sales effort, with existing support…

    Investor Strategy News | 22nd Dec 2013 | More
  • Parametric fuels debate on tax, fees and other leakages

    Pictured:  David Stein The importance of efficient implementation of investment strategies, especially tax management, is gradually gaining recognition in the institutional market, with a new paper by Parametric Portfolio Associates widening the brief established earlier this month in a paper by Mercer. The Mercer paper, as previously reported, split the leakages into “upstream” and “downstream”….

    Investor Strategy News | 22nd Dec 2013 | More
    Movers and shakers, appointments and disappointments

    Super funds and asset consultants provided most of the spark in the people moves over 2013 – the appointments and disappointments – as funds continued to hire but their managers were reluctant to in the face of a sluggish marketplace. An analysis by ‘Industry Moves’, a new service to be launched in the new year…

    Investor Strategy News | 22nd Dec 2013 | More
    Holiday season publishing schedule

    This is the last edition of Investor Strategy News for the year. The next edition of the Monday newsletter is January 6. The next edition of ‘Friday Interview’ is January 17. We wish all readers a safe and happy Christmas season. – Greg Bright

    Investor Strategy News | 22nd Dec 2013 | More