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OTC reporting coming close to a manager near you

(Pictured: Peter Tierney) After the global financial crisis the G20 finance heads decided on three things: to have more over-the-counter (OTC) trading in electronic and lit markets; to have third-party clearing for settlements; and compulsory OTC daily reporting. The last one, at least, is being phased in now. DTCC, the industry-owned global infrastructure provider for securities…

Investor Strategy News | 4th May 2014 | More
New ideas, like alternative debt, need to be embraced

(Pictured: Steve Hall) Comment by Greg Bright Every super fund CEO I’ve ever met, which is most of them, has said to me that he or she runs the fund as a business. As I get older and grumpier (my friend Jack Gray says it’s OK to be that way and he’s a lot smarter than…

Investor Strategy News | 27th Apr 2014 | More
  • Gooding looks around as 8IP closes HK office

    (Pictured: Nial Gooding) Boutique Asian equities and Australian small-cap manager Eight Investment Partners (8IP) has closed its Hong Kong office. Nial Gooding, the experienced investment manager there, is now looking to form his own boutique. Gooding said last week that, after 20 years in Hong Kong, he would remain there and look to build a new…

    Investor Strategy News | 27th Apr 2014 | More
    JANA awards $385m to Causeway

    (Pictured: Neil Wild) JANA Investment Advisers has awarded a A$385 million mandate through its implemented consulting unit to Causeway Capital Management for global equities. Causeway, which is represented in Australia by Neil Wild and Michael Dorph, is an LA-based value manager for global equities. The firm, which was established in 2001 and has total funds under…

    Investor Strategy News | 27th Apr 2014 | More
  • Towers Watson urges funds to search for innovation

    (Pictured: Ben Griffiths) Institutional investors should revisit their approach to constructing equity portfolios in order to take advantage of innovations in the industry, according to a report in Towers Watson’s new publication: Equity investing: Insights into a better portfolio. The report notes that investors have been diversifying away from equities in recent years, yet insists that…

    Investor Strategy News | 27th Apr 2014 | More
    Government investment bodies getting more adventurous

    (Pictured: Joe Antonellis) Official institutions are looking to new markets and a broader range of assets as they search for greater returns, according to a new report by State Street, called ‘New Horizons for Official Institutions’. More than 60 senior executives at official institutions – defined as central banks, sovereign wealth funds (SWF) and public pension…

    Investor Strategy News | 27th Apr 2014 | More
    Henderson to hold first Aussie a.g.m.

    (Pictured: Andrew Formica) Henderson Global Investors, the UK and Australian-listed manager which was owned by AMP for a few years, will hold its first-ever annual general meeting in Australia this Thursday. Australian institutions constitute five of the top six shareholders, after staff. Like most European-based global managers, Henderson had a rough time through the GFC but…

    Investor Strategy News | 27th Apr 2014 | More
    QIC paper supports alternative fixed interest strategies

    (Pictured: Katrina King) QIC has produced a research note to support expanding the range of fixed interest investments, including long/short strategies, as a way to mitigate against the adverse effects of a rising interest rate environment. Katrina King, director of “global liquid strategies”,research and strategy, at QIC, which includes traditional sovereign bond investing with credit…

    Investor Strategy News | 21st Apr 2014 | More
    Transition management survivors broaden offerings

    (Pictured:Michael Jackett-Simpson) Transition management has been through a tough time, with several of the global players pulling out of the business in the past 12 months. Super funds shouldn’t worry, though. The survivors are actually expanding their offerings, according to veteran Michael Jackett-Simpson. Increased transparency has become a generic theme in investment management but it…

    Investor Strategy News | 21st Apr 2014 | More
  • Future of custody: ‘it’s all about the data’

    (Pictured: Peter Baker) The amounts of money securities servicing firms – mainly divisions of big banks – spend on technology is mindboggling. BNP Paribas Securities Services, for instance, spent A$150 million in Australia alone in the past three years. So, what do clients get for this? According to Peter Baker, the Australia and NZ head…

    Investor Strategy News | 21st Apr 2014 | More
    Winds of change in private equity for next ‘boom’ phase

    McKinsey & Co has produced a bullish report on private equity off the back of new research indicating returns may have been better than previously stated. But, the consultants warn, it will be more difficult to pick the best managers in the future as their track records will count for less. The report published last…

    Investor Strategy News | 21st Apr 2014 | More
    Fundies getting behind Oasis Africa

    (Pictured: Stephen O’Brien and Gabrielle Pool) The annual Oasis Africa fundraiser, which is supported by various financial services types, takes place at the Civic Hotel in Sydney’s CBD on May 1. One of the directors, Stephen O’Brien, is selling limited print photographs taken during a recent trip to Kenya while artist Gabrielle Pool (both pictured…

    Investor Strategy News | 21st Apr 2014 | More