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Investment

Wealth managers need to be 'service-oriented'

ALEX BURKE  |  TUESDAY, 24 MAR 2015
Rapidly advancing technology and sweeping regulatory changes are forcing wealth managers to adapt their service offerings, according to joint research by Deloitte and Efma.

Getting SMSFs into infra not worth the effort

LAURA MILLAN  |  TUESDAY, 24 MAR 2015
Convincing self-managed super funds (SMSFs) to invest in infrastructure is not worth the effort and the industry should be focusing on getting good projects out in the market, according to Infrastructure Partnerships Australia chief executive Brendan ...

Islamic investment delivers strong return for Crescent Wealth

LAURA MILLAN  |  TUESDAY, 24 MAR 2015
Crescent Weath's bid to invest following Islamic and ethical principles has delivered strong returns for the superannuation fund's 3,500 members.

Smart beta, fixed income ETFs surge

MARK SMITH  |  TUESDAY, 24 MAR 2015
The rise of smart beta, currency hedged funds and fixed income funds are the biggest trends occurring in the global exchange traded fund (ETF) market, according to Deutsche Asset & Wealth Management head of South Asia passive investments Sam Manchanda.

Managers to battle for super pool offshore

LAURA MILLAN  |  MONDAY, 23 MAR 2015
Competition among fund managers for the ever growing pool of retirement funds is set to move away from Australia and into international markets. Tougher conditions locally and the limited capacity of the market to absorb the $1.9 trillion in superannuation ...

Solid growth in ING DIRECT super business

MARK SMITH  |  MONDAY, 23 MAR 2015
ING DIRECT Australia has reported a 78% increase in funds under management in its superannuation business in the last year, taking total FUM to $1.1 billion.

US bond investors fund Australian wind farm

MARK SMITH  |  FRIDAY, 20 MAR 2015
National Australia Bank has raised $205 million from investors in the United States to finance an Australian wind farm.

YBR boutique wins $50 million mandate

ALEX BURKE  |  FRIDAY, 20 MAR 2015
Boutique fixed income manager Smarter Money Investments, a joint venture between Coolabah Capital Investments and Yellow Brick Road, has been awarded a $50 million institutional mandate.

Global dividend growers suit retirement income

MARK SMITH  |  FRIDAY, 20 MAR 2015
Adding a global equity income investment strategy to retirees' existing income strategies would add diversification and help address concentration risk in many portfolios, according to global active fund manager Capital Group.

FIIG inks $60m corporate bond deal

LAURA MILLAN  |  FRIDAY, 20 MAR 2015
FIIG Securities has acted as the lead arranger for an unsecured corporate bond offering to raise up to $60 million for health and beauty supplier McPherson's Limited.