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Magellan axes currency hedging in trust
ANNABELLE DICKSON  |  THURSDAY, 26 NOV 2020
A Magellan trust has removed its currency hedging strategy to reduce the downside risk to the portfolio when equity markets and the value of the Australian dollar are both declining.
CFM fund to wind up
KANIKA SOOD  |  WEDNESDAY, 25 NOV 2020
The French quant manager is shutting an Australian fund, after returns slipped into negative territory and fund size stagnates.
EQT wins endowment mandate
ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
Equity Trustees has won a mandate to manage half the investment portfolio of an endowment fund that supports vulnerable children and families in Australia.
Australian Sustainable Finance Initiative launches
RACHEL ALEMBAKIS  |  TUESDAY, 24 NOV 2020
A coalition of more than 80 organisations including banks, insurers, superannuation funds and other stakeholders has released an ambitious list of recommendations to transform Australia's financial system to sustainable outcomes.
T. Rowe Price launches entity, restructures
KARREN VERGARA  |  TUESDAY, 24 NOV 2020
T. Rowe Price will establish a separate US-based entity and platform that will house several of its strategies, promoting a veteran to lead the venture and a new team.
ESG bringing the family together
ANNABELLE DICKSON  |  TUESDAY, 24 NOV 2020
Environmental, social and governance (ESG) investing have emerged as a common interest for high net worth families who have competing interests over financial advice, risk and objectives, new research shows.
Boutique to use Equity Trustees
KANIKA SOOD  |  MONDAY, 23 NOV 2020
Spire Capital will use Equity Trustees as the responsible entity for its master fund, moving away from doing it internally following investor demand.
Pinnacle boutique wins super fund mandate
KANIKA SOOD  |  MONDAY, 23 NOV 2020
An industry fund has awarded $170 million to an emerging markets strategy from Pinnacle's latest boutique partner.
US analysts fail to add value
ELIZABETH MCARTHUR  |  MONDAY, 23 NOV 2020
In a study of 3.8 million analyst forecasts in 45 countries between 1994 and 2019 it has been found that US analysts fail to outperform on average.
Vanguard, Fidelity, BetaShares rank low on ESG: Report
ELIZABETH MCARTHUR  |  MONDAY, 23 NOV 2020
New research from Morningstar has attempted to wade through the greenwashing in funds management based on managers' overall commitment - with some surprising results.
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