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Financial advice can help member retention

(Pictured: Salvador Saiz) Financial advice is the most important service that super funds can provide their members in the run-up to retirement, according to a survey of members of all types of funds. Only 13 per cent of those currently using an adviser do so from one inside their fund. The survey of 997 members aged…

Investor Strategy News | 3rd Mar 2014 | More
Phil Gardner calls time at GSAM after 17 years

(Pictured: Phil Gardner) Philip Gardner, the Australian head of Goldman Sachs Asset Management (GSAM), has retired from the company. He will leave this Friday, take a holiday and consider various options. “I don’t have a plan,” he said last Friday. “I don’t even have a plan to make a plan.” He may stay within the…

Investor Strategy News | 24th Feb 2014 | More
  • Ausbil recruits former custodian to sort fee mess

    (Pictured: Stephen Maloney) Ausbil Dexia has recruited its former asset servicing client servicing manager, Stephen Maloney, to sort out a technical problem to do with the fees charged on one of its funds. Maloney was made redundant, along with about a dozen others, by NAB Asset Servicing last year. He had worked with Ausbil Investment Management…

    Investor Strategy News | 24th Feb 2014 | More
    EISS switches custodians

    (Pictured: Alex Hutchison) Energy Industries Superannuation Scheme, the A$4.3 billion NSW-based fund, has changed asset servicing provider following a review. Northern Trust is replacing JP Morgan. The fund did a “detailed search and due diligence” under the supervision of chief executive Alex Hutchison and with the help of consultants. This is a relatively new trend whereby…

    Investor Strategy News | 24th Feb 2014 | More
  • Sifting through an uncertain future

    (Pictured: Graham Rich) America will either get us out of our malaise or not. China will either drag us back into problem territory or not. The yield play of the past six years may be over or not. It was difficult to get a handle on market trends at last week’s Portfolio Construction Summit. The toughest…

    Investor Strategy News | 24th Feb 2014 | More
    Doing the hard thing: take the plunge in China

    By Nial Gooding* Buy low, sell high. Easy to say but hard, in the real world, to do. What if we sell high and things go higher? What if we buy low and things go lower? On the downside, though there comes a point where, if assets are real, companies are going concerns and profitability…

    Investor Strategy News | 16th Feb 2014 | More
    Telstra Super CFO lands at FNZ

    (Pictured: Christina Liosis) Christina Liosis, the former chief financial officer at Telstra Super, who oversaw the fund’s operational transition in securities services and member directed investment options, has joined systems provider FNZ. Liosis has become CFO for Australasia, based in Melbourne. FNZ has offices in New Zealand, where the company started, Sydney, Melbourne and Singapore in…

    Investor Strategy News | 16th Feb 2014 | More
    Asian hub adds to trading efficiency for Martin Currie

    (Pictured: John Pickard) Martin Currie, the Edinburgh-based global equities manager, is now trading about 50 per cent of its assets through its new Asia Pacific hub in Singapore, which was opened as a full-service office in 2012. The office covers stock research, sales, client service and dealing across the region. About 16 per cent of the…

    Investor Strategy News | 16th Feb 2014 | More
    Natural disasters another demographic problem

    (Pictured: John Seo) John Seo likes his job because he feels like he is doing something worthwhile. He’s the world’s largest investor in catastrophe bonds. In the funds management industry we tend to focus on the demographic problem of ageing with respect to government funding and deficits into the future. Our old-age pension system and subsidized…

    Investor Strategy News | 16th Feb 2014 | More
  • Good time to sell property in gateway cities

    (Pictured: Paul Guest) It’s not just in the residential markets of Sydney and Melbourne that it’s a good time to sell. Core commercial property holdings are fully priced in the region and global property manager LaSalle Investment Management says it has been actively divesting of its real estate in “gateway” cities. As part of its “Investment…

    Investor Strategy News | 16th Feb 2014 | More
    Tremelling pops up at RBC

    (Pictured: Stephen Tremelling) Stephen Tremelling, the former head of sales and business development for BNP Paribas Securities Services, has joined RBC Investor & Treasury Services as director of sales and distribution. Tremelling left BNP last November after 10 years with the firm. His job there has been filled by former consultant, and previously custodian, Ian Perkins….

    Investor Strategy News | 16th Feb 2014 | More
    Microcaps seen as a new proxy for private equity

    Thomson Horstmann & Bryant (THB), an American microcap and small-cap manager, has set aside some of its precious capacity for Australian investors. During his first trip to Australia, THB portfolio manager Christopher Cuesta, said last week that a lot of investors were starting to look at the microcap market as a proxy for private equity,…

    Investor Strategy News | 16th Feb 2014 | More