Analysis

Rob Arnott

Trading efficiencies now under the spotlight

All the forces of regulators, advisors and customers in the super and funds management industry point, inexorably, to further pressure on costs for all players. Areas which have not yet seen headline cost pressure from these forces are now likely

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Henry McVey

KKR has another ‘swing at the plate’

The world’s biggest and most famous, or infamous, private equity firm has revisited its opinions on the macro environment just two months after already delivering its original views, in January. The verdict is: it’s OK. Thanks for the insight. The

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Behind the smart beta smoke and mirrors

Has the factor magic disappeared? New research by index provider FTSE Russell suggests the answer to that question lies in the eye of the beholder. A just-published FTSE Russell paper says recent reports of the death of factors may be

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Helen Rowell

Regulators discover fire, but where will they light it?

The AIST has 55 profit-for-member fund members. There are another 142 APRA-regulated large funds, 117 of which are for-profit commercial funds. A majority of the total of 194 APRA-regulated large funds has already outsourced most or all of its investments

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Reece Birtles

What the half-year numbers tell us: it’s not so bad

After what has been the most anticipated company reporting season for several years, the verdict is that the market has been a bit too pessimistic. The results are, by and large, not too bad. More ASX-listed companies reported results beat

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Mahesh Pritamani

The true costs to investors behind IPOs

Everyone loves a good IPO story. Exopharm, up 175 per cent in the year of listing, last year, and Adriatic Metals, up 188 per cent. Then there was Ardea Resources the year before, up 850 per cent in the year

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Castle Hall guide to studying audited financial statements

For people doing operational due diligence on fund managers and other service providers for institutional investors, the examination of audited financial statements, a crucial part of the process, can be particularly difficult. Here’s a guide from Castle Hall, the global

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Andrew Lasky

Class action dominos starting to fall

The dominos have started to fall for Australian-related class actions with the market having become “passive enough” that investors are looking to update their policies to ensure they can partake in the potential gains from legal actions. Two high-profile cases,

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Remy Briand

Index move could send $125bn to China

Chinese stock markets received a huge boost last week following the call by index provider MSCI to up its China A shares inclusion factor from the current 5 per cent to 20 per cent by the end of this year.

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Big investors want more detail on ESG, executive pay

Institutional investors are demanding more corporate disclosure on sustainability, remuneration and business strategy to guide proxy-voting decisions, a new global survey has found. In a release, Kiran Vasantham, Morrow Sodali director of investor engagement, said: “This survey provides issuers with valuable

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