CFS reveals Federal Budget hot topics for advisers

From

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

continue reading

Colonial First State and Aspect Capital celebrate 10-year partnership

From

Colonial First State (CFS) is set to celebrate the 10-year anniversary of its strategic partnership with investment manager Aspect Capital. The partnership began with the launch of the Aspect Diversified Futures Fund in 2010, which uses systematic modelling and tactical allocation to capture profit in both rising and falling market environments. In June this year

continue reading

CFS partners with Striver to support long-term sustainability of the financial advice industry

From

Colonial First State has partnered with graduate coaching and training service Striver to support the long-term sustainability of the financial advice industry. Striver launched as Grad Mentor in 2013 and has since placed hundreds of students and fresh graduates in jobs in the financial planning profession. Through the partnership with Striver, CFS will help provide

continue reading

Women are faced with new retirement realities since Coronavirus hit

From

Australians are feeling less confident about their retirement in a post Coronavirus world and think they might be forced to delay retirement and work longer than expected, according to new research by Colonial First State (CFS). The new CFS Retirement Realities research found: Nearly half (45 per cent) of Australians are either scared or do not feel

continue reading

Colonial First State data reveals surge in super switches

From

New data from Colonial First State (CFS) reveals switches by super members were three times the usual rate in March as a number of Australians moved their superannuation to cash in the midst of the coronavirus impact on markets. Thirty nine per cent of members who switched their super, switched to cash. Against this trend,

continue reading

Colonial First State data reveals financial adviser hot topics

From

CFS’ team of technical superannuation experts is helping ensure advisers are ready to help members, for whom early access under the Government’s package will provide much needed funds to help cover many of life’s essential costs. Data from enquires made by financial advisers to Colonial First State (CFS) during March and April showed a high

continue reading

Colonial First State launches Global Stewardship Fund with partner Baillie Gifford

From

Colonial First State (CFS) has expanded its strategic Alliance Partnership with global investment management firm Baillie Gifford, with the launch of the Baillie Gifford Global Stewardship Fund (“the Fund”). The Fund gives investors access to a stock-driven global portfolio that combines the best elements of stewardship, governance, and specialist regional expertise to invest in responsible

continue reading

Brazil – bold and beautiful

From

Andrew Greenup, Deputy Head of Global Listed Infrastructure at Colonial First State Global Asset Management (‘CFSGAM’), recently spent a week in Brazil visiting infrastructure companies, assets, regulators and government in Curitiba, Brasilia and Sao Paulo. The research paper, Brazil: Corajoso e bonito or Brazil: bold and beautiful, provides an overview of Brazil’s infrastructure and the listed

continue reading

CSFGAM Global Listed release infrastructure whitepaper

From

Colonial First State Global Asset Management’s (CFSGAM) Global Listed Infrastructure team has marked their 10th anniversary by releasing a whitepaper, ‘Past, present, future’, reflecting on the last decade of investing in infrastructure via listed securities. The paper, authored by Andrew Greenup, deputy head of Global Listed Infrastructure at CFSGAM, reviews: The performance the asset class

continue reading

CFS enhancements provide adviser ease and convenience

From

Colonial First State (CFS) has announced more enhancements to its platforms to help advisers spend less time on back-office work and more time in front of their clients. CFS General Manager Product & Investments, Peter Chun, said the improvements responded directly to adviser feedback: “We spend a lot of time listening to what advisers need

continue reading