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| 01 June, 2021 |
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| Latest News |
| Money Management Original | | Super funds to list payments to industry bodies | | The Australian Prudential Regulation Authority will start collecting data on annual payments to industry associations by registrable superannuation entities from 1 July, 2021. |
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| Money Management Original | | Increasing ‘once-off’ advice clients | | The rising cost of financial advice along with a change in demographics has led to more clients only wanting advice to solve particular issues rather than ongoing advice. |
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| Sponsored Content | | The next evolution of defensive portfolios | | A simple reallocation can enhance the return profile of defensive portfolios while maintaining a high level of safety and protection. We explore how this can be achieved. |
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| Money Management Research | | Which funds benefit from IOOF’s acquisition? | | There are four funds set to benefit from the completion of the acquisition of MLC Wealth by IOOF from National Australia Bank, which makes it Australia’s largest wealth manager. |
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| Sponsored Content | | Why the fundamentals continue to support credit | | Vivek Prabhu, Head of Fixed Income at Perpetual explains why fundamentals continue to support credit and how the teams approach helps ensure the Perpetual Diversified Income Fund provides the defensive characteristics investors are seeking. |
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| Industry News | | Support for Elstree hybrid fund | | Hybrids had less risk than equities, discretionary distributions and could be converted into equity by the issuer or regulator, according to Evergreen. |
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| Industry News | | ESG needs better disclosure standards | | Environmental, social and governance investing needs more rigorous standards to ensure their disclosures are accurate, according to Stoic Venture Capital. |
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| Industry News | | PEXA IPO expected for end of June | | Following the bookbuild process from a surprise bid from KKR last week, Link Group has determined the private equity consortium’s bid for Link last year undervalued the firm and is now set for an IPO of $3.3 billion. |
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| Expert Analysis |
| Money Management Original | | Walking the walk on advocacy | | It has almost been a year since the FPA policy platform was launched and there has been significant progress on a number of fronts, Dante De Gori writes. |
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| Money Management Original | | The goal of goals-based advice | | Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER. |
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| Money Management Original | | The value of advice | | The proliferation of retail investors entering the market during the COVID-19 induced downturn has highlighted the value that can be demonstrated by seeking financial advice, writes Robin Bowerman. |
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| Fund Manager of the Year 2021 |
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| Money Management Original | | Navigating a ‘tricky period’ | | Fidelity Global Emerging Markets has held onto the crown for the second year in the row in this year’s Money Management Fund Manager of the Year award. Winning the Global Emerging Markets Equities category, the fund aimed to achieve returns over the MSCI Emerging Markets index. |
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| Money Management Original | | Finding the best ideas to win | | Focusing on the best ideas and staying index unaware led the ClearBridge RARE Infrastructure Income fund to win the top spot in the Infrastructure Securities – Currency Hedged at this year’s 2021 Money Management’s Fund Manager of the Year’s award. |
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