Opinion on Mutual Funds

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Type Product title / description Pub Price
Expert View
Expert View

A broad portfolio of wealth management services is necessary to attract Australian investors

The wealth management sector in Australia is experiencing rapid growth. Consequently it has become a target market for many international players, as well as domestic competitors looking to expand. However, providers of wealth management services need to offer a flexible portfolio, which appeals both to the self-governing investor as well as to those who require more financial guidance.

Published By Datamonitor
04 Apr 2011
CommentWire
CommentWire

Aberdeen Asset Management: future gains may eclipse current pain

Virtually all of Aberdeen Asset Management's GBP88 million pre-tax loss for 2004 can be attributed to costs associated with a settlement agreed with the UK Financial Services Authority. The company is now able to draw a line under its problems and focus on building on positive underlying trends. Among investors however, the impact of split capital investment trusts mis-selling can still be seen.

Published By Datamonitor
07 Jan 2005
CommentWire
CommentWire

ABN Amro/State Street: it's all about focus

ABN AMRO Asset Management [ABN] has agreed to outsource its investment operations services in Europe to State Street [STT]. The deal represents another big win for State Street, and is a further example of the importance of specialist focus in a competitive environment. State Street and ABN AMRO Asset Management's deal leaves both players able to concentrate on what they do best.

Published By Datamonitor
17 May 2004
CommentWire
CommentWire

Aegon/Ranbaxy: joining forces for the long term

With its surging macroeconomic growth and vast population, Dutch investments provider Aegon's decision to team up with local firm Ranbaxy to offer asset management and insurance services in India is underpinned by sound logic. However both firms must realize that their partnership will take time to bear fruit in a market unfamiliar with the complexities of advanced investment products.

Published By Datamonitor
12 Jul 2006
CommentWire
CommentWire

Australia: Challenger and AXA trade businesses

Challenger and AXA have agreed to trade business, with Challenger exchanging its financial planning division for AXA's closed annuities portfolio and a consideration of $100 million. The asset swap has been welcomed by industry observers, as it will allow AXA to free up capital and gain financial planners, while Challenger will reap scale benefits for its annuities.

Published By Datamonitor
06 Jun 2008
Expert View
Expert View

Australia: new Islamic Index is expected to appeal more to investors from overseas

Following last year's introduction of an Islamic equity fund, Thomas Reuters and Crescent Wealth have launched their first Islamic Australian index. The index offers domestic and international investors a tool to invest in the Australian market in accordance with Sharia law, although it is a product that will appeal more to overseas investors.

Published By Datamonitor
17 Feb 2012
CommentWire
CommentWire

BNP Paribas: when a plan comes together

BNP Paribas [BNP.PA] has released Q1 results showing profits are up by 56% against Q1 2004. The announcement highlights a very strong 12 month period for the group, with strong growth across its business. The results should be enough to make its rivals sit up and take notice as the French bank's global vision takes shape.

Published By Datamonitor
12 May 2005
Expert View
Expert View

Brazil ranks among the top 10 markets globally for retail allocation into non-deposit investments

One measure of financial maturity is the proportion of a country's retail savings and investments balance held in equities, mutual funds, and bonds. Such products provide wealth managers with greater income and are a useful differentiator for international players entering a new market. As a rapidly growing wealth management market, Brazil has a high level of investment outside of deposits.

Published By Datamonitor
28 Sep 2012
CommentWire
CommentWire

Caledonia: good things come in threes

With stock markets floundering under the weight of political and economic uncertainty, the search for high yield investments has put the focus onto private equity investments. As private equity ventures gradually become less exclusive, Caledonia's [CLDN.L] decision to get into this investment area seems a highly sensible one.

Published By Datamonitor
27 Oct 2004
CommentWire
CommentWire

Cazenove: not courting bidders

Cazenove has this week moved to dispel takeover rumors, and reiterated its intent to work towards flotation. However, the company would present the large investment banks with an opportunity to access a new and prestigious client base. Any acquisition of Cazenove would likely be a complicated affair, but ultimately very rewarding for the purchaser.

Published By Datamonitor
26 May 2004

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