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Investment

Instos missing ETF options

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
Australian investors are unlikely to benefit from the expanding stable of actively managed ETFs in the US, potentially compounding opinion that the tool's use holds limited appeal for local instos.

Private equity tax treatment under scrutiny

MELANIE TIMBRELL  |  MONDAY, 7 MAY 2012
The Australian Tax Office has responded to criticism that tax treatment of gains on private equity is impacting flow of development capital from institutional investors.

New advice agreements ensure advisers are FOFA ready

BEN COLLINS  |  MONDAY, 7 MAY 2012
RI Advice Group has redesigned adviser agreements to give advisers a competitive advantage post-FOFA.

Axioma reveals downward risk trends

LINDA HAUSKEN  |  MONDAY, 7 MAY 2012
Downward trends in risk for 1Q12 have mirrored stronger markets amid easing global economic conditions, according to Axioma's latest Quarterly Risk Review.

Merlon fund switches to monthly distributions

BEN COLLINS  |  MONDAY, 7 MAY 2012
The Merlon Wholesale Australian Share Income Fund will pay investors on a monthly basis in the future, with the aim of better aligning the fund with the income needs of post-retirement investors.

Securities lending is not short selling

ALEX DUNNIN  |  FRIDAY, 4 MAY 2012
Securities lending is a legitimate market activity for asset owners looking to lower their net trading costs, and it should not be confused with short selling.

Potential for surprise financial crisis high

BEN COLLINS  |  FRIDAY, 4 MAY 2012
The Australian economy may not be as robust as suggested in the International Monetary Fund's recent analysis, according to speakers at yesterday's Morningstar Investment Conference.

China's consumption underestimated

BEN COLLINS  |  FRIDAY, 4 MAY 2012
Despite apprehension surrounding a downturn in Chinese production levels, investors may have underestimated China's consumption figures, according to Eng Tek Tan of Treasury Asia Asset Management.

Macquarie Step now available on Macquarie Wrap

RACHEL DAVIS  |  FRIDAY, 4 MAY 2012
The latest offer of Macquarie Step can now be accessed and applied for online through the Investment Manager and Consolidator products on Macquarie Wrap.

China a good bet in the long run: Thawley

BEN COLLINS  |  THURSDAY, 3 MAY 2012
It would be crazy to bet against China's success in the long run, said Capital Group's Michael Thawley in a keynote address at Morningstar's Investment Conference.