In the middle of 2015, Morgan Stanley Research in Australia published a report which predicted that managed accounts would prove to be a major disruptor of traditional investing via managed funds/unit trusts. The report, ‘Evolution or Revolution?’, seemed overly bullish on the new way for individual investors and their advisers to access professional investment management….
JANA Investment Advisers, Australia’s largest asset consulting firm, is expanding its insurance business, which until now has been most developed in the health insurance sector, with the creation of a new role as ‘head of insurance strategy’, to be filled by Greg Wilkinson. Wilkinson, currently a senior consultant and a member of JANA’s global equities…
Financial advisers around the world are rightly concerned about the state of markets, with record-high prices for both equities and bonds. As previously reported, according to an Investment Trends survey of Australian investors, there has been a jump in the frequency of communications between advisers and their clients in Australia since COVID-19 hit home in…
Metrics takes out top award among alternative managers
A clear correlation has emerged between risk appetite during the COVID-19 pandemic and the age of investors, with Australian ‘millennials’ – the cohort aged 24-39 – among the most proactive globally, according to a survey of 1,800 people in six countries. Australian investors of all ages are also among the most bullish globally. The survey…
Martin Currie Investment Management has formed a partnership for international equities with HESTA, the $52 billion health and related industries super fund.
The Institute of Managed Account Professionals (IMAP) today announced the winners of the 2020 IMAP Managed Account Awards. “We had a record number of entries this year. The quality and depth of the entries has again impressed our awards judging panel. It was a very close contest in each of the categories,” said Toby Potter…
