Money matters are top of mind for many Australians and Colonial First State’s team of technical superannuation experts is helping ensure financial advisers don’t miss any of the essential information from the 2020-21 Federal Budget handed down by Treasurer Josh Frydenberg. Data from enquiries made by financial advisers to CFS revealed the top three topics... Read more continue reading
23
Oct
2020
The Calvert Institute recently published a research paper on how corporate governance factors can influence financial performance. The paper examined how 10 governance factors, ranging from accounting risk to shareholder rights, materially affected financial performance of more than 8,500 companies in 72 countries. The paper was co-authored by Daniel Rourke, ESG Senior Research Analyst and Hellen... Read more continue reading
21
Oct
2020
For the second year in a row, Fidelity International’s Kate Howitt has been named in Citywire’s list of the top 30 female fund managers in the world, ranking 11th out of 1,762 female active managers and scoring 286 points. Howitt is based in Sydney and has been portfolio manager of the Fidelity Australian Opportunities Fund since... Read more continue reading
30
Sep
2020
Over the last decade there’s been an explosion in the number and types of listed products available to Australian investors. There’s been a commensurate increase in the number of investors – and financial advisers – using listed securities and products in diversified portfolios. This article, proudly sponsored by GSFM, examines some of the ethical issues... Read more continue reading
28
Sep
2020
While everyone’s individual experience of this global pandemic has been different, there are many shared experiences that we hope readers will be familiar with. In short, the adaptations we have made as a society have changed the way we live and work. Might these new behaviours give a clue as to what industries and companies... Read more continue reading
18
Sep
2020
LexisNexis® Risk Solutions has released its biannual Cybercrime Report, which tracks global cybercrime activity from January 2020 through June 2020. The report analyzes how the COVID-19 pandemic has impacted the global digital economy, regional economies, industries, businesses and consumer behavior. The period has seen strong transaction volume growth compared to 2019 but an overall decline... Read more continue reading
18
Sep
2020
The disruption brought on by COVID-19 has impacted the financial advice sector in a range of ways. Client expectations are continuing to shift, and we have seen corresponding changes in advisers’ expectations of their BDMs. New research by Business Health[1] found that 47% of BDMs in Australia believe they have added significant value for advisers... Read more continue reading
17
Sep
2020
Metrics Credit Partners has been crowned Australia’s Best Alternative Investment Manager at the 2020 Hedge Funds Rock + Australian Alternative Investment Awards. The award is decided based on a combination of quantitative and qualitative factors agreed by a panel of expert judges. Metrics Credit Partners Managing Partner, Andrew Lockhart commented: “We are pleased to receive... Read more continue reading
15
Sep
2020
Many financial advisers have some familiarity with behavioural finance – they’re aware that it refers to research related to the psychology of financial decision-making. They’re aware that clients can be prone making a range of ‘irrational’ decisions. However, fewer advisers are aware of how they can practically use this research to help both them and... Read more continue reading
14
Sep
2020
The Munro Global Growth Fund has won the best Long Short equity Fund category at the 2020 Hedge Funds Rock Awards. The Hedge Funds Rock + Australian Alternative Investment Awards were established in 2005 to recognise and honour the industry’s top performers. Finalists are decided based on a combination of quantitative and qualitative factors agreed by... Read more continue reading
14
Sep
2020
Earn CPD Points
CPD: The value of sustainable dividendsCompanies that exhibit sustainably growing dividends do not seek to [...]
CPD: Growth in a post-COVID worldGrowth stocks have been on an upward trajectory for years, [...]
CPD: Ethics and the use of listed securitiesOver the last decade there’s been an explosion in the [...]
CPD: The airline food enigma - The way clients think, and how 9 out of 10 advisers respondThe world depicted in many economics textbooks is populated by [...]
CPD: From global to local - Lockdown insights and what it might mean for investorsWhile everyone’s individual experience of this global pandemic has been [...]
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