Investment News

H2O Asset Management, one of the hedge fund affiliate managers of Natixis Global Asset Management, has won its first global macro mandate in Australia. The mandate is one of several for Natixis to be implemented in the next few months. The London-based H2O is best known for its unconstrained sovereign bonds and credit capabilities and… [Read More…]

NZX Wealth Technologies, the NZ bourse-owned investment platform (formerly known as Apteryx), has closed in on $2 billion of funds under administration after signing on Craigs Investment Partners last week with another looming deal expected to almost double that figure. The agreement inked with Craigs will see the country’s largest stockbroking house outsource administration for… [Read More…]

Fisher Funds has seen performance fees jump by more than $2 million over the 12 months to March 31 this year to hit close to $7.5 million, according to the group’s latest annual report published last week. All up Fisher Funds, headed by founder Carmel Fisher, garnered just under $68.9 million in fees over the… [Read More…]

Former Morningstar co-head of fund research Australasia, Chris Douglas, will reprise his Auckland-based role after a two-year stint at the company’s Chicago HQ. Douglas will replace Kathryn Young as director of manager research ratings Asia-Pacific, who departs Morningstar after just four months in the position. Young joined the US arm of the research house in… [Read More…]

Frontier Advisors is turning up the heat in the increasingly widespread debate about funds management fees, with its chief executive, Damian Moloney, putting pen to paper for a thought-leadership piece which updates previous work by the asset consultancy. The latest paper, “Progressing a New Deal on Fees: Ideas for Institutional Investors” aims to: “Reiterate the most… [Read More…]

The rise of financial technology ‘disruptors’ is “one of the unintended consequences of post GFC regulation and monetary policy”, according to a new Nikko Asset Management paper. Authored by Singapore-based Nikko senior equity analyst, Peter Monson, the paper argues the burgeoning fintech sector has been buoyed “all-time low interest rates and intense regulatory pressure resulting… [Read More…]

The New Zealand Superannuation Fund (NZS) is hosting a workshop this week highlighting the role of human rights in corporate financial performance. Set down for the afternoon of August 10 (this Wednesday), the workshop, led by senior staff of non-profit human rights organisation Shift, targets both “investors and directors”, according to the NZS promo. “This… [Read More…]

PwC Investment Consulting has thrown its support behind the trend to after-tax management of portfolios with a new report which provides some of the questions super funds should be asking of their managers and custodians. The report, ‘Ten Questions to Ask Your Investment Manager and Custodian on Tax’, says that tax is generally regarded as… [Read More…]

Investment News NZ (IN NZ) will not be publishing next Monday after being press-ganged into offshore sailing duties. Due to poor advice, IN NZ is now locked into a 10-day stint as bottom-of-the-rung voyage crew for the passage from Sydney to Melbourne during the height of winter on the good ship Tenacious (pictured). Journey conditions… [Read More…]