Morningstar to meld fundamental and quant research

The separation of qualitative from quantitative analysis and ratings at Morningstar, the global giant research, ratings and funds management company, goes way back, prior even to its expansion into Australia and New Zealand more than 20 years ago. That separation

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How to construct a benchmark for retirement products

As super funds still struggle to build and manage their own better pension products, conscious of the ticking demographic clock, one of the key aspects to doing so will be the establishment of the most appropriate benchmark. Parametric runs through

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Geoff Peck looks back over 35 years in super

After 35 years in the super industry and having recently turned 60, Geoff Peck is to retire in December from Chant West, where he is head of client services. He is proud of the industry in which he spent his

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Nearly half big-brand managers lost over 10 years

Almost half of the top 500 global fund manager brands have disappeared in the last decade, the latest Thinking Ahead Institute annual review of the sector has found. A total of 232 names on the 2009 list of 500 largest

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PRI upgrades Australasian presence in Asian push

The United Nations’ Principles for Responsible Investment, the global organisation representing about 3,300 pension funds and fund managers, has upgraded its presence in Australia with the appointment of a head of Australia and New Zealand. Sheela Veerappan was appointed to

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Top performing macro manager hits Australia

Brookvine, an Australasian distribution partner for offshore and Australian fund managers, which tends to specialise in non-traditional investment offerings, has signed up a US-based global quant macro manager, Welton Global. Welton’s global macro strategy has had strong returns for a

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New bfinance recruit as workload increases

With an uptick in fund manager searches and increasing interest in its fee benchmarking service, bfinance has recruited a former fixed income manager, Daniele Goldberg, as a client consultant for its Sydney office. She joins Frithjof van Zyp, senior director,

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The revenue opportunities in move to zero carbon world

Companies are increasingly making low-carbon investments, not only to reduce emissions and costs, but also to take advantage of revenue opportunities. When you step back and look at what’s required to reach the targets already set, massive disruption and investment

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