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Investment

AllianceBernstein SMAs break new ground

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
The ratings of two of AllianceBernstein's separately managed account options were upgraded by Lonsec, marking a breakthrough for offshore equity SMAs in Australia.

Cooper Investors appoints EQT, hires retail lead

KARREN VERGARA  |  MONDAY, 13 MAR 2017
Specialist global equities fund manager Cooper Investors appointed Equity Trustees as the Responsible Entity for two of its funds in the wake of strong adviser interest.

Soul Pattinson pockets Hunter Hall via Pengana merger

ALEX BURKE  |  FRIDAY, 10 MAR 2017
After NAB sold its significant stake in Pengana Capital to Washington H. Soul Pattinson earlier this week, Pengana and Hunter Hall are set to merge, bringing the future of Hunter Hall's current investment team into question.

ETFs are coming-of-age

EMMA RAPAPORT  |  FRIDAY, 10 MAR 2017
It took Australian exchange traded funds 10 years to reach $15 billion in assets under management, but only two to reach $25 billion.

Plato launches income-focused LIC

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
Plato Investment Management is establishing its first listed investment company, responding to investor demand.

Responsible investment distinguishes active managers

KARREN VERGARA  |  FRIDAY, 10 MAR 2017
Responsible investment strategies are giving active managers a distinct edge over passive managers because they're responding to a new generation demanding more socially conscience investment opportunities, a lead investment manager says.

Russell Investments and Netwealth strike platform deal

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
Russell Investments will enter the platform market after securing an $850 million white-label deal with one of Australia's key platform providers.

Super funds raise $9m for social bond

KARREN VERGARA  |  THURSDAY, 9 MAR 2017
HESTA and Future Super are aiming to help South Australia's homeless via investment in a new social bond.

Folkestone winds up fund

KARREN VERGARA  |  THURSDAY, 9 MAR 2017
ASX-listed property fund manager Folkestone is winding up one of its funds ahead of schedule, selling off its sole asset to an international property investor.

ANZ shuts down broking business

ALEX BURKE  |  THURSDAY, 9 MAR 2017
ANZ will decommission its ANZ Share Investing business and transition customers to a new platform headquartered in the UK.