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Investment

Trust now looking at revised EQT offer

LAURA MILLAN  |  FRIDAY, 28 JUN 2013
The Trust Company board is now looking at the revised takeover offer from Equity Trustees (EQT) and has delayed the scheme process relating to the offer by Perpetual.

HUB24 adds Perpetual SMA to platform

LAURA MILLAN  |  THURSDAY, 27 JUN 2013
The HUB24 platform has added Perpetual Investments to its list of Separately Managed Account (SMA) managers.

Endowment bond product frees SMSFs to add risk

MARK SMITH  |  THURSDAY, 27 JUN 2013
The steady stream of reliable income provided by endowment bonds provides self-funded retirees with the certainty to take greater risk elsewhere in their portfolios, according to Endowment Bond Exchange (EBX) chief executive officer Stephen Duchesne.

Morphic receives Lonsec approval

MARK SMITH  |  WEDNESDAY, 26 JUN 2013
The Morphic Global Opportunities Fund (MGOF) has been awarded an 'Investment Grade' rating from Lonsec.

EQT appoints Mercer as asset consultant

JAMES FERNYHOUGH  |  WEDNESDAY, 26 JUN 2013
Financial services company Equity Trustees Limited (EQT) has appointed Mercer as asset consultant for its retail and institutional businesses.

Service consumption bucks downward trend in EM equities

JAMES FERNYHOUGH  |  TUESDAY, 25 JUN 2013
As emerging markets shift emphasis from exports to consumption, some of the highest yields may come from the provision of services, according to Niall Paul, a UK-based partner at high alpha specialist wealth manager TT International.

Chi-X saved investors $215 million in first year

MARK SMITH  |  TUESDAY, 25 JUN 2013
The increased competition provided by Chi-X, Australia's largest alternative exchange venue, saved investors $215 million in trading costs in the 12 months since launch, a study conducted by Capital Markets Cooperative Research Centre (CMCRC) has estimated.

IFM opens Berlin office, appoints senior adviser

LAURA MILLAN  |  TUESDAY, 25 JUN 2013
Global investment manager Industry Funds Management (IFM) has opened an office in Berlin as part of its strategy to strengthen relationships with investors in Europe.

BNP Paribas launches dealing services in Australia

LAURA MILLAN, MARK SMITH  |  TUESDAY, 25 JUN 2013
Global custodian BNP Paribas Securities Services (BNP Paribas) has targeted super funds with in-house investment capabilities with the expansion of its global dealing services solution to include the Australian market.

PGI updates fixed income fund

LAURA MILLAN  |  TUESDAY, 25 JUN 2013
Principal Global Investors (PGI) is looking at the next generation of fixed income products and has adapted its Global Credit Opportunities Fund to make it more flexible for Australian investors.