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Superannuation

Analyse bonds differently to equities: Loomis Sayles

ALEX DUNNIN  |  FRIDAY, 1 DEC 2006
Bond markets behave differently to equity markets and investors trained around equities need to adjust their thinking when investing in income securities.

Centro's DPFI proving popular

HAMISH MADDEN  |  FRIDAY, 1 DEC 2006
Centro Property Group's Direct Property Fund International (DPFI) has tipped over the $1.1 billion mark thanks to strong inflows in recent months as well as existing investors piling more money into the fund.

T.Rowe Price wins Chinese govt fund mandate

T. Rowe Price Global Investment Services has won a US equity mandate from the National Council for Social Security Fund (SSF) of China, one of only 10 non-Chinese investment managers selected by the US$25 billion-plus pension fund.

Avoid excessive hedging: EQT

ALEX DUNNIN  |  THURSDAY, 30 NOV 2006
While debates continue about what level of hedging is best, the point is that as investors push more money overseas due to local capacity constraints hedging strategies will become central, particularly as we increasingly distinguish between what drives ...

Putnam banks on fixed income

Putnam Investments has flagged that fixed income will remain its key focus in 2007 and will herald in next year with a "conservative approach" in case of more rate rises in the US.

XPLAN ranked first by planners

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
A recent report has found that for the second year in a row XPLAN has been ranked the number one planning software provider by financial planners and paraplanners.

Aviva removes CGT liability from platform migration

HAMISH MADDEN  |  THURSDAY, 30 NOV 2006
In response to widespread concerns about CGT realisation when migrating funds, Aviva has announced that from tomorrow advisers will be able to transfer client investments from Navigator Access to the full-featured Navigator platform without triggering ...

Praemium partners with stockbroking specialist

HAMISH MADDEN  |  WEDNESDAY, 29 NOV 2006
Listed Australian managed accounts provider Praemium has entered into an agreement with leading stockbroking technology provider GBST Holdings that will see improved services and efficiencies for both sets of clients.

Mirvac to launch new funds after $1.1b buying spree

Listed property giant Mirvac Group has stitched up a deal to acquire $1.124 billion worth of properties and business from Walker Corporation which will underpin new funds to be launched within the next 12 months.

Philanthropy takes centre stage: Trust

When rescued Beaconsfield miners Todd Russell and Brant Webb decided to establish a charity fund that will provide assistance to the children of Beaconsfield, they turned to estate planning and philanthropy specialist, Trust.