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Superannuation

Partnership blooms between ipac and Flowers

HAMISH MADDEN  |  FRIDAY, 16 MAR 2007
Ipac securities has welcomed another practice into its fold with the formation of a business partnership with Flowers Financial Group.

AUI bulks up healthcare property portfolio

Amid the lack of cheap healthcare assets in the property market, Australian Unity Investments (AUI) pounced on the chance to buy properties with three medical centres and redevelopment potential for just over $9 million.

PE stirs academic heat

ALEX DUNNIN  |  THURSDAY, 15 MAR 2007
The wave of private equity (PE) investment stirring political concerns in the UK, and to a lesser extent in the US, has prompted Australian academics to attempt a review of how PE investments should be regulated in Australia.

Australian M&A activity surges to record high

ALEX DUNNIN  |  THURSDAY, 15 MAR 2007
Merger and acquisition (M&A) activity in Australia more than doubled last year, surging 125 per cent to $35 billion, while the number of deals jumped only by one-quarter to 490, said Thomson Financial's just released Asia-Pacific M&A Financial Advisory ...

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.