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Sunday, 23 February 2020
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The APRA MySuper heatmap uses a consistent methodology, and some funds come out badly. How will members and trustees react, and should APRA have sorted out the problems privately?
Where once the name plates of exciting new fund managers proudly displayed, now there are blank spaces. What is happening in the industry that so many talented people are closing the doors?
The SPIVA Scorecard suggests that most Australian actively-managed funds underperform comparable market indexes, but this analysis can be challenged by a number of key assumptions.
Most fund managers had a strong year in FY2018, but past bumper years when MTAA invested heavily in so called 'low risk' illiquid assets provide a warning in less fortuitous markets.
Listed Investment Companies on the ASX are currently worth about $37 billion, but their reporting of performance should improve to give investors a better basis for comparison.
In addition to the normal factors of performance and experience, an important factor in selecting a fund manager is the correct alignment with the client. It can minimise conflict during the relationship.
In a continuation of the 'active vs passive' debate, there are many reasons why a good active manager should be worth the extra cost. What should the manager be doing to deliver results?
The empirical evidence in the active v passive investing debate favours index in most asset classes, but there's a role for mixing the techniques if good managers can be identified - although that's not easy.
To mark his 80th, we publish a Noel classic plus his timeless commandments for retiree wealth, based on decades of advising clients, writing bestsellers and reaching millions of people every week.
Our retirement savings system is supposed to encourage financial independence but there is a ‘Retirement Trap’ due to the reduction of age pension entitlements as assets and income rise.
Handling extreme winners is a complex task. Conventional wisdom such as “you never go broke taking a profit” often leaves a lot of money on the table as strong growth stocks continue to run.
An active manager of cash and fixed interest funds can achieve higher returns than the cash rate through a selection of other securities while managing both liquidity and income for clients.
Our sincere thanks for the amazing personal stories of how wealth was built by hard work or where some were not as fortunate. Another 600 readers have taken part in the survey since the last update.
Differences of opinion make a market, and hybrid specialists disagree on the likelihood that NAB will call one of its hybrids early. It makes a major difference to the expected return on NABHA.