MM Newsletter
  02 February, 2021
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Money Management Original
Court orders discovery of key AMP BOLR documents
The Federal Court has ordered that AMP provide key documents around its buyer of last resort decision-making as part of the discovery process attaching to the class action mounted by former and continuing AMP financial advisers.
Money Management Research
IPO fund leads Australian equities
The best-performing fund in the Australian equities sector for 2020 focused on pre-IPO activity.
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Does a sustainable approach improve investment outcomes?
The research on ESG and sustainable returns is investing in the approach does not sacrifice returns, or cost the investor more, and may enhance both risk and return. What has been the experience at Ausbil?
Money Management Original
HUB24 and Easton complete Paragem transaction
Ian Knox has stepped down as non-executive chair of Paragem in the wake of HUB24 and Easton Investment Management completing their key transaction.
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Money Management Original
Prime Value backs Newscorp for property recovery
Love him or loathe him, Rupert Murdoch’s Newscorp represents a good opportunity for Prime Value’s Richard Ivers in his Emerging Opportunities fund due to the recovering property market.
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Why choose a profit-for-members super fund?
Explore the benefits of a super fund that puts members first, with dedicated adviser services, lower-cost index retirement products and actively managed investment options.
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Industry News
Simplify super regulations: Actuaries Institute
While an appropriate superannuation guarantee is between 9.5% to 12% setting the levy is complex, the Actuaries Institute believes.
Industry News
Demand for LIC sector holds steady
The demand for the Listed Investment Company and Listed Investment Trust sector holds steady despite a decline of 0.6% in the sector’s market capitalisation over the last 12 months.
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Industry News
Biden’s ESG plans would put US in line with Europe
If the US was put on the same environment, social, and governance playing field as Europe it would open up the sector and lead to strong inflows, deVere chief executive Nigel Green believes.
Industry News
Milestone launches institutional asset solution
The global investment fintech firm has launched pControl Asset Allocation to help APAC institutional asset allocators.
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Industry News
Navigator acquires investments from Dyal Capital Partners
Navigator Global Investments has announced the acquisition of six minority ownership interests in alternative asset managers from investment funds managed by Dyal Capital Partners, a division of Neuberger Berman.
Industry News
Schroders adjusts fund objectives in light of challenging markets
Schroders has changed the objectives of its Real Return funds as it believes market conditions have made it more difficult to achieve the funds’ targets for investors.
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Money Management Original
Planners choose Morningstar
For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lonsec, Oksana Patron writes.
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Industry News
Seeking stability in volatility
In a world of both extreme volatility and low interest rates, investors are struggling to find a defensive place to put their assets, writes Arnaud Brillois.
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