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Articles tagged with 'funds management'

Calastone switches to blockchain

5 December 2018 - Calastone, the global fund transaction network, is shifting its global network to blockchain in May 2019 to improve the way managed funds are bought, sold and reported.

'Interested parties' see potential to grow FundSource: NZX

3 September 2018 - The NZX is working with “several” parties on the sale of its funds management research business, FundSource.

Managers get benchmark leeway

24 July 2018 - A new exemption has been signed off that offers managers a way around the requirement to compare their funds to an appropriate market index.

Capital Group signs NZ deal

17 July 2018 - Capital Group (Australia), a wholly owned subsidiary of US-based global fund manager, Capital Group, has signed a distribution agreement with Heathcote Investment Partners for the New Zealand market.

Watch out for 'green-washing'

1 June 2018 - Investment advisers need to look closely at fund managers that promise "responsible" or "ethical" investment options, industry researchers warn.

Update on LVR restrictions; Commission not needed

31 May 2018 - New Zealand regulators say there is no need for a Royal Commission in New Zealand, however it is still looking closely at how our banks are operating....

Milford sees more opportunities in NZ market

9 April 2018 - Milford Asset Management has launched three new funds to retail investors – including an Australian version of its flagship fund, which has hit the limits of the New Zealand share market.

'Business as usual' despite correction fears

22 January 2018 - Fund managers are being told a shift to alternative assets could be a good move if they expect a downturn in 2018.

Client first 'means responsible investment'

18 January 2018 - New Zealand advisers and fund managers need to consider clients’ desire for responsible investment of their money if they are to meet their duty to act in clients’ best interests, the Responsible Investment Association of Australasia says.

2018 brings challenges for fund managers

22 December 2017 - Fund managers are expecting the next 12 months to be a tough, competitive year - but growth is still on the cards.

ANZ Investments' profit drop

18 December 2017 - ANZ New Zealand Investments has reported a profit fall in its most recent financial year. The fund manager reported $141.6 million in fee income for the...

KiwiSaver should invest more in NZ: Gaynor

15 December 2017 - New Zealanders have missed out on KiwiSaver returns because of their lack of exposure to the local share market, one manager says.

FMA loses newish senior manager to Pie Funds

8 December 2017 - A key member of the FMA's executive team is moving to a fund manager role.

Nikko plots KiwiSaver launch

6 December 2017 - Nikko Asset Management is to launch a KiwiSaver fund offered via roboadvice.

NZX pushing on with scale in its ETFs

24 November 2017 - After a wide ranging review of its operations NZX has decided that its ETF business is a core part of its operations.

Ethics matter in fintech era: CFA

23 November 2017 - Ethical considerations are becoming an increasingly important requirements of those involved in investment management and advice, the head of the CFA Institute in this part of the world says.

A survival guide for financial adviser licensing

21 November 2017 - All financial advisory businesses will begin a mandatory licensing process, but do not fear, the FMA comes in peace, John Berry says. In the first of two-part commentary he shares his views on what to expect and how to prepare for change.

Active managers go passive

20 November 2017 - Two people closely associated with active funds management have established a new ETF funds management business.

Why India and Tech funds count

16 November 2017 - Sydney-based manager Fiducian Asset Management took out a first and second place in the recent FundSource Fund Manager of the Year Awards. Managing Director Indy Singh joins Philip Macalister to talk about these winning funds.

Responsible investing missing the mark: White paper

1 November 2017 - New Zealand's responsible investment managers are too focused on exclusions, a new white paper says.

Fisher Funds: Industry should pull together

31 October 2017 - Bruce McLachlan has recently taken over as the Chief Executive of Fisher Funds Management, coming into the role from the Co-Operative Bank.

Pathfinder focuses on responsibility

2 October 2017 - Fund manager Pathfinder is rebranding, with a focus on responsible investing.

Getting to Know: Murray Harris

29 September 2017 - Murray Harris says financial advice is about much more than money and investments. But his time with the world's super-wealthy has given him added appreciation of both.

Local managers could miss out on passport benefits

15 September 2017 - New moves to allow international fund managers to more easily offer their products in New Zealand could lead to them “cutting New Zealand managers’ lunch”.

Fund Source surprises with awards

30 August 2017 - There were some surprises in the Fund Source Fund Manager of the year awards which where handed out in Auckland last night.

Chaotic election not necessarily bad news for investors

22 August 2017 - New Zealand’s political landscape may be turmultuous but fund managers are divided on how much of an impact it will have on the local markets.

Managers issue risk warning

21 August 2017 - Fund managers are warning that the risk indicators they use in information for investors may make their funds seem less volatile than they really are.

Getting to Know: Binu Paul

11 August 2017 - Binu Paul is known in the industry for his fresh approach to the application of technology in financial services. But did you know about his plans to dabble in fashion?

Managers struggle to find index to report against

9 August 2017 - An exemption is being proposed for fund managers who are unable to find a compliant market index to use when they communicate to clients how their funds have performed.

Investing responsibly: passing the tipping point

8 August 2017 - Do you believe that well governed companies have better long-term prospects than their competition? If you do, then you have already taken the first small step to aligning yourself with a more sophisticated approach to responsible investing (RI).

Performance fees boost managers' earnings

2 August 2017 - Performance fees have helped to lift the fee revenue claimed by fund managers Milford and Fisher Funds.

Getting to Know: Richard Klipin

28 July 2017 - Richard Klipin is tackling the job of rejuvenating the FSC in a period of big change for the industry.

Fisher joins Rich List

24 July 2017 - A familiar face for advisers has been named among the country's richest people.

Luck might run out for passive managers

19 July 2017 - PM Capital's Paul Moore reveals why he believes passive investing is reaching peak momentum and why that should throw up more opportunities for active managers.

Performance fees still need work: Morningstar

19 July 2017 - [UPDATED, ADDS FMA COMMENT] Some New Zealand fund managers are still charging inappropriately structured performance fees, despite FMA attempts to offer guidance, Morningstar director of manager research ratings, Asia-Pacific, Chris Douglas said.

Europe recovery creating opportunities for investors

19 July 2017 - Good Returns talks to Julian McCormack, an investment specialist for Platinum Asset Management in Sydney. Platinum has $25 billion of funds under management, and the firm was set up by Kerr Nielson, who was very well-known in New Zealand many years ago. 

Why now is the time for active management

19 July 2017 - Publisher Philip Macalister spoke to Andrew Bascand from Harbour Asset Management. Harbour has over $3.3 billion in funds under management at the moment, and recently won the Morningstar Fund Manager of the Year Award for the second consecutive time. 

GRTV: Code working group, active v passive and the rising cost of financial advice

14 July 2017 - In this latest episode of GRTV, Mike Newton of advice firm Newton Ross discusses the "scary" make up of the new code working group, Hobson Wealth Partners' Warren Couillault talks about the rising cost of providing financial advice and finally Paul Moore of PM Capital explains why passive managers’ luck just might run out.

Harbour appoints new COO to replace Kaye

11 July 2017 - Harbour Asset Management has pointed Ruari McGregor as its new chief operating officer to replace Jody Kaye.

Qualitative reports 'class advice'

10 July 2017 - Research provider FundSource will be able to deliver its reports direct to retail investors, now that they are classified as financial advice.

Active managers time is coming: Moore

8 July 2017 - Passive managers’ luck may run out over the coming years, one fund manager says.

Warminger slapped with hefty penalty (+ JUDGMENT)

30 June 2017 - The High Court has handed former fund manager Mark Warminger a substantial penalty but the appeals continue.  

Biggest fund managers struggle to deliver returns: Researcher

20 April 2017 - Investors are being told to think twice before they put their money with the most popular fund managers.

Is that really advice?

13 February 2017 - What ordinary people think is advice, what we think advice is, and what the law defines as financial advice vary a bit. So what is advice? Does it matter if your client knows?

Client interests first (or business interests first?)

17 October 2016 - This commentary wraps up the three-part series on a financial adviser’s duty to put their client’s interests first.

Infrastructure fund open to Kiwis

15 September 2016 - An Australian fund newly open to New Zealand investors should offer a more defensive equity investment with lower cashflow volatility than global equities, its fund managers say.

Banks too dominant in KiwiSaver: Survey

4 August 2016 - New Zealand’s investment management industry is worried about the influence and domination of the big banks on KiwiSaver, a new survey has shown.

Managers struggle in volatile environment

19 July 2016 - Fund managers struggle to add value in periods of market volatility, one analyst says.

Diversified battle continues

15 July 2016 - The sale of Diversified Investment Strategies Ltd (DISL) occurred for lower than the market rate and with greater risk for the vendors, according to an industry expert.

Managers on borrowed time

15 July 2016 - There are fears many fund managers and DIMS providers may miss the mark for licensing under the Financial Markets Conduct Act, and find themselves shut out of business.

Boutiques take hold in NZ

24 June 2016 - KiwiSaver has been a driving force in the rise of boutique fund managers in New Zealand, one analyst says, but New Zealand still has a highly concentrated market with some capacity issues.

Platform aims for 'Xero of investment admin'

17 June 2016 - A new investment administration platform is offering fund managers the ability to break performance fees down to individual investors.

Agreement clears way for managers' international expansion

28 April 2016 - Fund managers will get more access to Australia, Japan and Korea under new agreement - and international managers will find it easier to offer product in New Zealand.

A fund manager fee conundrum

11 April 2016 - Research consistently shows a fund’s total fee burden impacts on long term returns for investors.  As a general rule lower fund costs mean more left over for investors.  This is certainly true of deep liquid markets (like large cap US equities) where information and skill is widely disseminated – it’s hard for one manager to repeatedly outperform over for 3-5 year periods.  The bi-annual S&P Dow Jones SPIVA report on active manager (under) performance is compelling reading.

Wu: Don't expect Chinese improvement for some months

5 April 2016 - Advisers are used to fund managers speaking at roadshows, encouraging them to place clients' money in their funds. So what happens when one tells them not to?

FMC moves positive for clients: AMP

17 December 2015 - New disclosure requirements should make the funds management industry less scary for the average retail investor, one manager says.

GST decision could lead to higher fees

9 December 2015 - Fund managers' clients will end up bearing the brunt of increased costs if the IRD goes ahead with changes to their GST treatment, it has been claimed.

Fund managers told how FMA wants performance fees disclosed

2 December 2015 - The Financial Markets Authority wants more clarity for investors about fund managers’ performance fees but some in the industry are questioning whether it  has overstepped the mark.

What you need to know about income funds

11 November 2015 - David Scobie, a senior consultant at Mercer, questions what part income funds should play in investor portfolios.

Banking firms leave New Zealand

10 November 2015 - Deutsche Bank is closing its operations in New Zealand and Goldman Sachs looks to shift its securities business to Sydney. While the move was seen as "commercially...

Managers behaving badly

5 November 2015 - Regulatory change is painful and time consuming for financial advisers and fund managers.  But it is generally accepted that change for fund managers is needed, particularly around disclosure and fees.

TPP welcome for financial services

16 October 2015 - New Zealand signing the Trans-Pacific Partnership (TPPA) is likely good news for the financial services sector, it has been predicted.

Weekly briefs

19 July 1999 - Fund Manager of the Year, Commission's second warning, FIF deemed rate of return, Oyster Bay uncorked e

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Full Rates Table | Compare Rates

Lender Flt 1yr 2yr 3yr
ANZ 5.79 4.55 4.79 4.99
ANZ Special - 4.05 4.29 4.49
ASB Bank 5.80 ▲4.45 4.69 4.89
ASB Bank Special - ▲4.05 4.29 4.49
BNZ - Mortgage One 6.50 - - -
BNZ - Rapid Repay 5.95 - - -
BNZ - Special - 4.10 4.29 4.49
BNZ - Std, FlyBuys 5.90 4.69 4.79 4.99
BNZ - TotalMoney 5.90 - - -
Credit Union Auckland 6.70 - - -
Credit Union Baywide 6.15 5.20 5.25 -
Lender Flt 1yr 2yr 3yr
Credit Union North 6.45 - - -
Credit Union South 6.45 - - -
Finance Direct - - - -
First Credit Union 5.85 - - -
Heartland 6.70 7.00 7.25 7.85
Heartland Bank - Online - - - -
Heretaunga Building Society 5.75 4.70 4.85 -
Housing NZ Corp 5.80 4.69 4.79 4.79
HSBC Premier 5.89 3.99 4.19 4.69
HSBC Premier LVR > 80% - 3.79 - -
HSBC Special - - - -
Lender Flt 1yr 2yr 3yr
ICBC 5.80 4.59 4.69 5.09
Kiwibank 5.80 4.55 4.69 4.99
Kiwibank - Capped - - - -
Kiwibank - Offset 5.80 - - -
Kiwibank Special - 4.05 4.29 4.49
Liberty 5.69 - - -
Napier Building Society - - - -
Nelson Building Society 6.10 5.10 5.45 -
Resimac 5.30 4.86 4.94 5.30
RESIMAC Special - - - -
SBS Bank 5.89 4.85 5.05 4.49
Lender Flt 1yr 2yr 3yr
SBS Bank Special - ▼4.15 ▲4.29 4.49
Sovereign 5.90 4.45 4.69 4.89
Sovereign Special - ▲4.05 4.29 4.49
The Co-operative Bank - Owner Occ 5.75 4.10 4.35 4.49
The Co-operative Bank - Standard 5.75 4.60 4.85 4.99
TSB Bank 5.80 ▲4.55 4.69 4.99
TSB Special - ▲4.05 4.19 4.49
Wairarapa Building Society 5.70 4.85 4.99 -
Westpac 5.95 4.69 4.79 5.19
Westpac - Offset 5.95 - - -
Westpac Special - 4.15 4.29 4.59
Median 5.89 4.55 4.69 4.79

Last updated: 17 December 2018 9:03am

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