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Showing 111 - 120 of 4590 results for "Survey"

Boutiques wield independence, specialisation over larger managers: Research

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... with clients as their main competitive advantage and what helps them earn the "boutique premium" over bigger players. The survey of 87 boutiques from the UK and Europe, conducted by the University of London's Bayes Business School in the paper The ...

Trade war threat sparks allocation rethink by asset owners

ANDREW MCKEAN  |  THURSDAY, 12 JUN 2025
... market fallout, was top of mind for asset owners surveyed in part one of Morningstar's annual Voice of the Asset Owner Survey. Of the asset owners surveyed, nearly half of which come from Australia and New Zealand, concerns around the status of the Ukraine-Russia ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
Most high-net-worth (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across ...

Aussies feeling FOMO on private markets: Survey

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... opportunities in private markets, but many are hesitant about the asset class for one reason. Natixis Investment Managers' survey of over 7000 investors around the world found that a third (32%) of Australian investors are fearing missing out on ...

Private credit market has lenders sweating

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
Stamford Capital's Debt Capital Markets survey has revealed that lenders are uneasy about the size and practices of Australia's private credit market. The survey gauged the sentiment of 100 major banks, non-banks, and second-tier banks. Stamford Capital ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... bounce back, while 29% expect them to fall and 26% believe things will remain relatively unchanged. However, since the survey was conducted in April, global markets have shown signs of rebounds, with indices such as the Nasdaq now trading above pre-announcement ...

Top companies, chief executives ranked by fund managers

ANDREW MCKEAN  |  WEDNESDAY, 4 JUN 2025
Extel, formerly Institutional Investor Research, has unveiled its inaugural executive survey, spotlighting Australia and New Zealand's top-ranked companies and chief executives. The survey gathered feedback from over 250 investors, fund managers ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... sits just behind the US (34%) as one of the most optimistic countries regarding retirement readiness financially, with the survey pointing to financial planning as a stabiliser of retirement confidence for many Australians. State Street Global Advisors' ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
... advice on, however a significant proportion have little to no idea they can pay for it through their super. Based on a survey of 2250 Australians, Colonial First State's (CFS) Empowered Australian report, 92% of unadvised Australians don't know they ...

'Going corporate' key to family business success: KPMG

ELIZA BAVIN  |  TUESDAY, 27 MAY 2025
Corporate structures in family businesses including having a board, M&A activity, and capital investment are key to achieving growth in family businesses, according to the latest KPMG Enterprise/STEP Global Family Business report. The new report - which ...