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Superannuation

Investment reporting methods must be equitable: JPM WSS

ALEX DUNNIN  |  WEDNESDAY, 14 MAR 2007
When thinking about how best to manage their investment reporting, super funds should be focusing upon how transparent, equitable, portable and robust the approach is, rather than just whether they should adopt unit pricing or stay with crediting rates.

Equity lenders prepare to take on reverse mortgages

WWW.THESHEET.COM  |  WEDNESDAY, 14 MAR 2007
Shared equity lenders are preparing for a turf war with reverse mortgage lenders for the retiree equity release market. The first non-government shared equity loan, Rismark's equity finance mortgage, is being marketed at this stage to first home buyers ...

Funds address $750m in errors: Deloitte

A comprehensive Deloitte report on unit pricing to be published later this month has found that three out of four investment firms managing unit pricing data have reviewed their policy in response to the regulator's Best Practice Guide released in late ...

Emerging markets by numbers: BlackRock

BlackRock Australia tapped into the solid track record of the global BlackRock's Princeton-based quant team when the group launched an emerging markets enhanced fund locally that is modeled on the US version.

Cbus wins Investment Stewardship Award

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
Cbus has won the Melbourne Financial Services Symposium's inaugural Investment Stewardship Award recognising long-term investment achievement by a financial services organisation.

RBC Dexia ranked number one global custodian, again

ALEX DUNNIN  |  MONDAY, 12 MAR 2007
RBC Dexia Investor Services has been ranked the number one global custodian for the third successive year, according to R&M Consultants' 2007 Global Custody Survey.

QIC finds value in IP

One of the largest fund managers in the country, the $55 billion Queensland Investment Corporation (QIC) has injected $30 million into an intellectual property fund, the first step towards the group's increasing investment in an emerging asset class ...

Fund of LaSalle funds will cut fees

HAMISH MADDEN  |  THURSDAY, 8 MAR 2007
LaSalle Investment Management is launching a new fund of LaSalle funds vehicle which will enable investors to tailor a property fund of funds to their needs while eliminating any double layer of fees that can come with a multi-manager structure.

Perpetual gears up retail investors

HAMISH MADDEN  |  WEDNESDAY, 7 MAR 2007
Perpetual Investments has launched a structured product for retail investors with an option to gear up the investment and a capital protection function.

Private equity lending restrained at Westpac

WWW.THESHEET.COM  |  WEDNESDAY, 7 MAR 2007
Westpac Institutional Bank group executive Phil Chronican spelled out the bank's approach to providing leverage finance to private equity groups at an investor briefing this week.