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07 July 2017 • By Tim Stewart • 1 min read

Key-person risk looms large for global equity funds

Hunter Hall’s loss of founder Peter Hall has laid bare the reliance of many global equity funds on “dominant personalities”, says Morningstar

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OC Funds Management wins micro-cap mandate

OC Funds Management has been awarded a mandate for its micro-cap strategy following a ‘recommended’ rating from two research houses

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MLC Life partners with Pacific Life Re

MLC Life Insurance has announced it will implement a new underwriting rules solution in partnership with global reinsurer Pacific Life Re

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Lead with performance, focus on outcomes: TIAA

The responsible investment sector should place more emphasis on the positive non-financial outcomes it has on portfolios, says TIAA Investments

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IOOF forms consultancy partnership with Mercer

IOOF has announced it has appointed Mercer Australia as its asset consultant after finishing its relationship with Russell Investments at the end of ...

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Netwealth brings new SMA managers on board

Netwealth has announced it has broadened its retail managed account menu with the addition of two new managers. Elston Asset Management and Quilla ...

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FPA education proposal gets member support

A proposal from the Financial Planning Association put to the government’s new adviser education standards body has received broad approval by its ...

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Managed funds being ‘dressed up’ as SMAs

Advisers are increasingly using SMAs that replicate managed fund model portfolios, but they could be exposing clients to large tracking errors, warns ...

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Large caps doing it 'tough' , says Zenith

Large-cap Australian share funds are underperforming the benchmark and enduring their toughest relative return period in years, according to Zenith ...

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BNY Mellon entity secures Chinese approval

BNY Mellon Investment Management has announced it has received approval from a Chinese government department as the final step to incorporating an ...

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