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Financial Planning

China on shaky platform

MICHAEL HOBBS  |  TUESDAY, 11 DEC 2007
As international investment firms jostle to invest in China's growth story, a Wiley-Blackwell report found the country's position might not be as stable as previously thought.

Fidelity turns on hazard lights for 2008

MICHAEL HOBBS  |  TUESDAY, 11 DEC 2007
Global equity markets will be more volatile next year highlighting the need for institutional investors to analyse their stock choices more stringently, according to Fidelity.

Great Southern branches outside agribusiness

MICHAEL HOBBS  |  TUESDAY, 11 DEC 2007
Agribusiness manager Great Southern has called on the investment muscle of Perennial, SG Hiscock and Adam Smith Asset Management as it steps out of its traditional domain.

Aussie manager wins global resources award

Local fund manager Dr. Joanne Warner has scooped an international fund manager award for her flair in global resources investing.

Better beta through fundamental indexing

ALEX DUNNIN  |  MONDAY, 10 DEC 2007
Institutional investors can diversify their beta exposure and gain higher returns along the way through fundamental indexing, said Jason Hsu, a director at Research Affiliates, at the IMCA Conference last week.

ING upgrades OneAnswer

MICHAEL HOBBS  |  MONDAY, 10 DEC 2007
ING Australia's master trust, OneAnswer, has improved its insurance offering, increasing its total and permanent disablement (TPD) cover by $1 million to $3 million.

Olympus float on hold

MICHAEL HOBBS  |  MONDAY, 10 DEC 2007
The joint initial public offering (IPO) between Asia Diversified Fund Ltd and Olympus Funds Management has been withdrawn this year due to the recent Asian market sell-off.

BTIM raises $247m

The partial float of BT Investment Management (BTIM) has raised $247 million based on a final price of $4.80 per share.

'Tis the season to invest

While many Australians will be thinking about their Christmas shopping list, a survey has found one in ten will spend the holiday break thinking about their investments.

Charter Hall closes retail fund oversubscribed

More than 40 financial planning groups have signed up to the first retail offering of Charter Hall Group, a listed property funds and development company that started life managing wholesale capital only.