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Fund Manager Selection

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Choosing your investment strategy is like a road journey

Investing in a traditional index can be compared with taking the main road to a destination, but if you know the backroads and traffic conditions, you coud reach your goal quicker.

10 hints for selecting a good fund manager

Notwithstanding the wide variety of fund managers and fund structures vying for the investor dollar, some questions need to be asked of all of them. They help us determine the quality of the fund and the manager.

Is manager selection worth the effort for financial advisers?

Financial advisers spend an inordinate amount of time selecting fund managers for their clients, but is the impact/effort matrix worth it. It's hard enough for good managers to even beat the index.

Why traditional asset allocators get low returns

Family offices and institutional asset allocators select their fund managers based on different factors, and it influences the quality and outcomes of their decisions.

The state of play in the funds management industry

The funds management industry is undergoing consolidation and evolving rapidly, under pressure to provide better service and high returns while cutting costs. Chris Cuffe discusses the present and the future.

Watch the performance of performance fees

Paying a high performance fee must be a good problem to have, as it must mean the fund manager has delivered outstanding performance, right? It's not always the case, and it pays to know how the fee is calculated.

Index versus active – our readers reprise

Last week’s article on index versus active portfolio management drew many comments, including on the website, by email and by forwarding other articles to us. Here is a sample.

Index versus active? Nobel Prize professors can’t agree

If you think you can identify the few managers who can outperform the index over time, either by research or based on advice, go for it. But the odds are stacked against you.

A fortune built on defying the pull of theory

The efficient market hypothesis is 90% true, and you will lose money by ignoring it. However, judging by Warren Buffett’s fortunes, a few skilled searchers might find rewards in the remaining 10% worth chasing.

Greg Perry interview from 2002

Greg Perry and Peter Morgan surprised many people in funds management this week with comments attributed to them in the AFR. Here's what Greg said in an interview in 2002.

Persevering with your underperforming fund manager

If you’re not prepared to select a manager and hang in there for at least three years and preferably five, index and save yourself some fees. You should expect underperformance at some time in the investment cycle.

Most viewed in recent weeks

Five ways the Retirement Review points to new policies

The Retirement Income Review goes much further than an innocent-sounding 'fact base', and is sure to guide policies in the run up to the next election. It will change how we think about retirement incomes.

Graeme Shaw on why investing is at a pivotal moment

Company profits have not improved for many years but higher valuations have been driven by falling rates and excess liquidity. Conditions do not suit a value and contrarian manager but here are some opportunities.

Retirement Review gives strong views on hoarding of super

The Review includes some profound findings, most notable that retirement income should include drawing down far more capital. Expect post-retirement products to proliferate under a Retirement Income Covenant.

11 key findings on retirement dreams during the pandemic

A mid-pandemic survey of over 1,000 people near or in retirement found three in four are not confident how long their money will last. Only 18% felt their money was safe during a strong economic downturn.

Bank scorecard 2020: when will the mojo return?

Banks severely cut dividends in 2020 but are expected to improve payments in 2021. History provides clues to when the banks will return to their 2019 levels of profitability, but who is positioned the best?

Generational wealth transfers will affect all investors

It's not only that 60 is the new 40, but 80 is the new 60. Many Baby Boomers spend up in retirement and are less inclined to leave a nest egg to their children. The ways wealth transfers will affect all investors.

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