Standard & Poors Assigns Three-Star Rating To Russell Commodities Fund After Manager Replacement Standard & Poor’s Fund Services today removed from ‘On Hold’ and assigned its three-star rating to the Russell Commodities Fund, an alternative strategies product managed by U.S.-based Russell Investment Management. We placed the fund ‘On Hold’ soon after it was first reviewed... Read more continue reading
03
Jun
2011
Standard & Poor’s Fund Services today assigned its four-star ‘NEW’ rating to the AQR Wholesale Managed Futures 1P Fund, an alternative strategy product focused on the trend-following managed futures or commodity trading adviser (CTA) sector. U.S.-based manager AQR Capital Management LLC aims to offer investors exposure to the bulk of returns of trend-following managed... Read more continue reading
01
Jun
2011
New Russell research released today shows 30% of institutions will consider using ETFs in future in a significant way Education and innovation will be key to evolution of institutional ETF market Global financial services firm Russell Investments is urging Australian institutional investors to properly understand how they can use ETFs in portfolio management, and is rallying... Read more continue reading
31
May
2011
Principal Global Investors’ Central Bank Research for May 2011 carefully examines the trends across the US Federal Reserve (Fed) bank and the Reserve Bank of Australia (RBA). The outlook explores the recent softening in economic data has raised concerns over the sustainability of the U.S. recovery and the growing concern for the US fiscal outlook.... Read more continue reading
17
May
2011
Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the Australian Unity Diversified Property Fund, managed by Australian Unity Property Funds Management Ltd. In September 2010, Australian Unity Investments (AUI) acquired the previous responsible entity and renamed the fund. Since then, it has clearly articulated its investment strategy and has focused on... Read more continue reading
12
May
2011
Lonsec’s latest Global Equity Fund Sector Review included 36 large cap and three small cap funds. x Of these, nine large cap funds attained Lonsec’s top rating, Highly Recommended, including T. Rowe Price Global Equity Fund, Arrowstreet Global Equity Fund, Templeton Global Equities Fund, Aberdeen International Equity Fund (upgraded) and new entrant to Lonsec‟s universe,... Read more continue reading
29
Apr
2011
S&P Fund Services has assigned its ‘Strong’ rating to the North Protected Retirement Guarantee (PRG). The rating reflects our view that the product is the superior guaranteed minimum withdrawal benefit for life (GMWB for Life) product in the market. “In our view, PRG is superior to competing GMWB for Life products in the domestic market.... Read more continue reading
14
Apr
2011
Earn CPD Points
CPD: What doesn’t kill us makes us poorer - the cost of care in AustraliaLife, looking good in the ‘lucky country’? As the self-proclaimed [...]
CPD: Life Insurance 2030 - the products of the futureIntroduction Competitive forces within the Australian life insurance market have [...]
CPD: Global small caps - An underappreciated and underutilised alpha sleeveMany investors and advisers recognise that a diversified portfolio should [...]
CPD: Factor investing in action, across regions, cycles and asset classesIn article one of this two-part series Factor investing – [...]
CPD: Surviving the dividend droughtIntroduction The Australian market declined sharply from the 20 February [...]
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