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Give me lucky investment managers

by Greg Bright Michael Mauboussin – investment manager, researcher, part-time academic and writer – likes his poker analogies. Investors, too, are players, and luck plays an important part in their success. In fact, with the rising tide of indexing over the past 10-or-more years, investors need more luck now because beating the other players is…

Greg Bright | 27th Sep 2020 | More
The case for long-short as Fenton romps home in first year

If active managers perform better than passive managers in volatile or downward-trending markets, then you’d have to think that very active managers, such as those which blend a mix of long and short positions, would do better still. And the evidence is, on average, they do. According to Sean Fenton, a long-short specialist manager, an…

Greg Bright | 27th Sep 2020 | More
  • Nine years in the making: J.P. Morgan gets new fund accounting provider

    J.P. Morgan is to move its Australian and New Zealand institutional clients who use its fund accounting services, which is most of them, to the global service provided by FIS’ InvestOne platform. While the migration of about 50 clients, plus new ones, will take several years to complete, it ends a longstanding relationship with Hi-Portfolio,…

    Greg Bright | 27th Sep 2020 | More
    Behind Aussie Super’s move to translate SDGs into investor practice

    One of the problems institutional investors and managers have faced in acting on the United Nations Sustainable Development Goals (SDGs), launched in 2015, is that they are not all easily investable. Investors have had to feel their way around the 17 overarching goals and 170 targets to put their ESG philosophies and processes into a…

    Greg Bright | 27th Sep 2020 | More
  • China could be a ‘game-changer’ in ESG – PineBridge

    While investing following strong and integrated ESG principles does not readily spring to mind when considering China there is more action going on across the sustainability space there than many people think. The building blocks are already in place: a growing green credit market that is encouraging companies to invest in ESG-related projects, strategic government…

    Greg Bright | 27th Sep 2020 | More
    New-look and feel for acquisitive fund administrator

    Acquisitive Auckland-based backoffice specialist MMC, which bought 50 per cent of Brisbane-based super admin firm IFAA in March, has refreshed its brand in a makeover that consigns the Aegis platform name to history. To be known as MMC Wealth Administration, the Aegis investment platform acquired from ASB last year now sits beside the company’s traditional…

    Greg Bright | 27th Sep 2020 | More
    Time to drop 60:40 asset allocation, shift from passive

    A tried and true allocation of 60 per cent growth assets and 40 per cent defensive, if still in use by advisors, presents “serious risks to advisors and their clients”, according to Jerome Lander, portfolio manager at Dynamic Asset Consulting, a provider of managed discretionary accounts, principally for financial planners. While most big investors abandoned…

    Greg Bright | 27th Sep 2020 | More
    Evolution wins global gold for finance TV series

    Evolution Media, a part of the OneVue investor services group, has won a Gold Stevie Award at the International Business Awards for its ‘Secrets of the Money Masters’ educational series of television programs. The Stevies, which have been going for 17 years, take place around the world to recognise excellence in business and communications across…

    Greg Bright | 27th Sep 2020 | More
    Founders bow out in style at SuperRatings and Lonsec

    by Greg Bright Jeff Bresnahan and Jason Clarke, the two founders of SuperRatings in 2002, have sold their combined stake of 37 per cent in the holding company Lonsec Holdings, of which Bresnahan is still chairman and Clarke still a director. Bresnahan, who holds the largest individual stake in the group, plans to semi-retire. Clarke…

    Greg Bright | 20th Sep 2020 | More
  • Martin Currie sells down Rio Tinto on governance issue

    It’s not only big super funds, such as Australian Super, which have taken a stick to Rio Tinto over the destruction of a 46,000-year-old Aboriginal heritage site at Juukan Gorge in Western Australia, forcing the departure of the chief executive, head of iron ore and head of corporate affairs. ESG-orientated fund managers have also been…

    Greg Bright | 20th Sep 2020 | More
    Stonehorn’s partners get serious about Australasian distribution

    Stonehorn Partners, a Hong Kong-based Asian equity specialist, is looking to expand its reach in Australia and New Zealand through the appointment of an Australian-based distribution manager after a successful first year of operation in which the firm raised about A$300 million and beat all its performance benchmarks by a wide margin. Jonathan Goll, an…

    Greg Bright | 20th Sep 2020 | More
    It pays to be quick off the mark with credit strategies

    Credit managers have come into their own since the global financial crisis. First it was the search for yield as interest rates headed towards zero around the world. Now it is more about diversification, protection – particularly against another correction in equity markets – and opportunities to produce alpha. One prominent credit manager based in…

    Greg Bright | 20th Sep 2020 | More
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