May 25, 2022
A diamond in the rough
Global Fixed Income strategies could provide a (increasingly rare) refrain from the beleaguerment faced by institutional asset managers…
Trialogue
Trialogue is a must-read for those within the Australian wealth management industry. These fortnightly, thought provoking articles are produced by our experienced consultancy team in Sydney, Australia.
November 24, 2021
Find your fixed income goldilocks
Fixed income funds are better designed and marketed to appeal to a sub-set of advisers with a particular fixed income objective than the whole market.
August 25, 2022
A bright future for active ETFs
It has been a tough start to the year for ETFs (and for asset management in general), headline flows into ETFs to H1 CY22 were down ~23% period-on-period, with market volatility testing the nerves of many investors. However, looking beyond the headline numbers, there’s still a lot to play for.
August 9, 2021
ETFs: implications for platforms and advisers
The listed fund market in Australia has taken off over the past few years. We’ve written previously about the staggering growth in listed FUM and cautioned that competition is fierce. It’s an important long-term growth opportunity for asset managers to consider carefully, but what does this shift mean for advisers and the platforms that serve them?
June 22, 2021
ESG is here to stay
Long an institutional focus, ESG is rapidly gaining ground amongst retail advisers helped by regulatory change but also rising consumer demand and product availability. Managers are responding, but as ever it’s a nuanced market.
February 17, 2021
ETF growth up, but new entrants fight over 4% of FUM
The ETF market recently passed a significant milestone, reaching $100b of assets in January, and we thought it appropriate to mark the occasion with a quick refresher on who’s who in the zoo.
November 5, 2020
APRA performance test: consolidation by stealth
It has been difficult to miss APRA’s frustration at the lack of consolidation amongst super funds. The…
October 29, 2020
Low cost OR high performance: super funds to decide
There is enormous disparity in fees and performance of MySuper funds (and there isn’t necessarily a positive…
October 22, 2020
Superannuation: Employer channel to shrink in relevance (Australian Budget 2020)
Superannuation in Australia has had a tough year; with memories of a bruising Royal Commission still fresh,…
October 7, 2020
Sizing the growing Financial Advice Gap
Doom and gloom predictions about the future of the financial advice industry are widespread, and while there’s…
