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Financial Planning

Platforms demand liquidity on alternatives

MICHAEL HOBBS  |  THURSDAY, 15 NOV 2007
As alternative assets become more essential in a balanced portfolio, platforms are still coming to grips with the liquidity and pricing issues surrounding the asset class.

ASFA launches three-part super plan

CHRIS NICHOLLS  |  THURSDAY, 15 NOV 2007
Soft compulsion, increased advice and standardised investment options would be the Association of Superannuation Funds of Australia's (ASFA) key goals in the near future, according to chief executive Pauline Vamos.

Land of the rising small caps

MICHAEL HOBBS  |  THURSDAY, 15 NOV 2007
Morgan Stanley's global small cap portfolio is steering away from Australia's resource sector and refocusing on Japan's value stocks, according to managing director and co-head of international and global small cap value strategies, Margaret Naylor.

Fund managers must raise benchmarks

The role of the active manager is not just to provide investors with above-benchmark returns but to keep raising those benchmarks, said Paul Fiani, head of Australian equities boutique fund Integrity.

Macq heads deeper into Asia

CHRIS NICHOLLS  |  WEDNESDAY, 14 NOV 2007
Macquarie intends to expand further into Asia and Europe with its latest division, Macquarie Global Investments (MGI), according to division head Matthew Rady.

What happened to baby platforms?

ALEX DUNNIN, MICHAEL HOBBS  |  WEDNESDAY, 14 NOV 2007
The decline in popularity of baby or cut down wraps could be due to the mixed feelings among product managers about their relevance to today's investors.

Brakes on reverse mortgages

MICHAEL HOBBS  |  WEDNESDAY, 14 NOV 2007
Although the reverse mortgage market grew strongly in recent years, a new Datamonitor report has shown signs that the sector is slowing down.

Pengana wins $150m QIC mandate

MICHAEL HOBBS  |  TUESDAY, 13 NOV 2007
Queensland Investment Corporation (QIC) has awarded a mandate worth more than $150 million to Pengana Capital's Global Volatility fund.

No super for many small businesses

CHRIS NICHOLLS  |  TUESDAY, 13 NOV 2007
Four in ten small- to medium-size business owners have no source of superannuation other than their business assets, and 85 per cent of those have no exit plan, according to a new survey from RSM Bird Cameron (RSMBC).

AustSafe launches new pension products

CHRIS NICHOLLS  |  TUESDAY, 13 NOV 2007
AustSafe Super has launched a new account based pension and transition to retirement pension product.