Data Bill will usher in human rights for the digital age

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While the introduction of the Consumer Data Right Bill into parliament has been delayed, it needs to be a priority for the government in 2019, as it is welcome first step in addressing the imbalance of bargaining power between the holders and subjects of data, says Jonathan Steffanoni, principle consultant, legal and risk, with QMV. […]

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PAN-Tribal Global Equity Fund upgraded by Zenith

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PAN-Tribal Asset Management is pleased to announce the PAN-Tribal Global Equity Fund was upgraded to Highly Recommended following Zenith’s recent review of the global equity fund sector. Managed by New York-based Davis Advisors, the PAN-Tribal Global Equity Fund provides a style neutral, currency unhedged and benchmark unaware exposure to global equities. According to their report, […]

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Loomis Sayles Global Equity Fund awarded Zenith ‘Recommended’ rating in its inaugural review

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The recently launched Loomis Sayles Global Equity Fund has been awarded a ‘Recommended’ rating by Zenith. The Fund was opened to Australian retail investors on 1 November and is being distributed in Australia by Investors Mutual Limited (IML). Loomis, Sayles & Company manages USD $267.3 billion in assets and looks far and wide for value – across traditional […]

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Bell Asset Management receives two ‘Recommended’ ratings from Zenith

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Global equities boutique manager, Bell Asset Management (BAM), has received two ‘Recommended’ ratings in its inaugural reviews of the Bell Global Emerging Companies Fund and Bell Global Equities Fund (Platform). Commenting on the ratings, Chief Investment Officer, Ned Bell, said the two ‘Recommended’ ratings from Zenith was a great result which was indicative of Bell […]

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Fund managers rank Zenith as top research house: Peter Lee Associates Survey 

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A survey of 28 Australian equity fund managers conducted by independent research consultant Peter Lee Associates has ranked Zenith at number one with the highest ‘Research Relationship Strength Index’. The 2018 survey asked participants to rank their perceptions and capabilities of the manager research firms they interact with. The ‘Research Relationship Strength Index’ is a […]

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Ardea’s Real Outcome Fund receives ‘Recommended’ rating from Lonsec

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Fixed income specialist Ardea Investment Management has received a first time ‘Recommended’ rating for its Real Outcome Fund from Lonsec, based on the deep experience of the investment team, its differentiated ‘relative value’ investment approach (which is not reliant on introducing credit or duration risk like many fixed income peers) and strong historic performance. Ardea’s […]

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Investment Trends 2018 Financial Advice Report

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Investment Trends has released its 2018 Financial Advice Report, an in-depth survey of the appetite and use of financial advice among Australian adults. The report, now in its eleventh year, draws on the responses of 7,639 Australian adults that was concluded in September 2018. This year’s study highlights a number of important trends: 1. The […]

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Actuaries Institute launches climate index

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The Actuaries Institute has launched a climate index, an objective measure of extreme weather conditions and changes to sea levels, to help policymakers and Australia’s businesses assess how the frequency of weather extremes is changing over time. The Australian Actuaries Climate Index, which includes a number of sub-indices, tracks changes in the frequency of extreme […]

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Private Credit industry on track to reach $1trillion by 2020: global borrower and institutional investor bases expand

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According to research published by the Alternative Credit Council (ACC) – the private credit affiliate of the Alternative Investment Management Association (AIMA) – and global law firm, Dechert, private credit is now a globally established source of mainstream finance for borrowers around the world, with the industry on-track to grow to $1 trillion of assets […]

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Property listings slip modestly in October

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Figures released yesterday by SQM Research reveal national residential listings fell slightly in October 2018 to 335,014 from 335,854 in September. Compared to a year ago, national listings rose 3.3%, boosted by a big increase in Melbourne, where listings also bucked the national trend and increased 5.9% in October. Over the year, the stock available […]

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