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forbarr sees octagon shaped hole in fund management
Forsyth Barr’s new fund management subsidiary aims to fill a space in the market for a mid-sized active firm and deal with perceptions of any conflict of interest. Octagon Asset Management is essent
funds inflow underpins fisher funds 2015 earnings in year of smaller bonuses
By Jonathan Underhill Oct. 14 (BusinessDesk) - Fisher Funds Management lifted funds under management by 10 percent to $6.6 billion in 2015, helping underpin earnings in a year when investment returns
devon funds pushing companies on sustainability
Investor pressure on companies, remuneration, cyber attacks and indigenous rights will be high on the agenda for Devon Funds Management in the year ahead. Devon Funds has released its first annual sus
nzxs smartshares funds issued asian passport
Smartshares will soon be able to offer its funds to investors in the Asia region after it was granted the first ‘investment passport’ under a new cooperation scheme. The Financial Markets Autho
perpetual guardian buys castle point funds management
Estate planning and investment firm Perpetual Guardian Group has acquired Castle Point Funds Management for an undisclosed sum to expand its retail market presence. Signed Tuesday, the acquisition of.
fisher funds buys aons kiwisaver scheme
Fund manager Fisher Funds has bought Aon New Zealand’s KiwiSaver business, adding a billion dollars to its funds under management, although the price isn't being disclosed. Aon is an insurance bro
flow time for funds
The Reserve Bank of New Zealand's managed funds graph for the first three quarters of 2020 resembles a big tick. From the peak at the beginning of the year, the line descends sharply to the March low,
boom year for milford funds as funds generate more performance fees inflows rise
By Jonathan Underhill Sept. 24 (BusinessDesk) - Milford Funds , the public issuer of Milford Asset Management's retail funds, reported a 79 percent jump in annual fee revenue reflecting an inflow of m
toi foundation scotches fisher funds sale talk
The two-thirds owner of Fisher Funds, Taranaki-based Toi Foundation, has scotched a report in Australian media that it is seeking to quit its holding in the newly beefed-up KiwiSaver provider and fund
blackrock funds westgate development
BlackRock has made its first private credit investment in New Zealand, financing development in Auckland’s Westgate as part of a $235 million package. The deal just inked will benefit Westgate Town
salt funds wins mandate for amp capitals 690m active nz equity funds
By Jonathan Underhill March 19 (BusinessDesk) - Salt Funds Management, the boutique investment manager set up by its principals about two years ago, has won the mandate to manage AMP Capital's active.
fma issues civil proceedings against booster kiwisaver leadership for alleged serious breaches
The market watchdog alleges current and former directors of Booster KiwiSaver used funds to invest in related wine businesses, gaining an advantage and failing to disclose conflicts of interest. The
tons of funds
New data from the US industry body, the Investment Company Institute, shows a global managed fund market in rude health. According to the ICI data, the amount of money mooching around in regulated fun
industry certified responsible investment funds outperform says report
The idea that investors have to choose between "responsible investment" and good returns has been decisively debunked, says research released today. The Responsible Investment Association Australasi
best of businessdesk funds for foreign affairs cloud project allegedly mismanaged
This article was originally published on May 27, 2024. The chief information officer of the Ministry of Foreign Affairs and Trade, Carol Abernethy, has resigned and now sources within the IT industry.
fma censures pathfinder over ethical investment marketing
The Financial Markets Authority has censured Pathfinder Asset Management for misleading promotions of its KiwiSaver Funds ethical investments. The marketing campaigns relate to investments in companie
blackrock gives foreign investment a bad name in nz
New Zealand’s brief and unhappy relationship with the multi-trillion-dollar US-based BlackRock investment empire sends three awful signals, one of which matters far more than the others. The first s
fees fed kiwisaver funds ignoring vc investment
The absence from the venture capital market of the country’s larger KiwiSaver funds is one of the factors holding back early-stage New Zealand companies’ growth, says the chief executive of NZ Gro
nz govt investment funds to dump russian assets
While the New Zealand government mulls over introducing new legislation to allow for harder sanctions against Russia for its invasion of Ukraine, four large state-owned NZ investment funds will be dum
fisher funds promotes gardyne to chief investment officer
Fisher Funds senior portfolio manager Ashley Gardyne has taken over the role of chief investment officer from Frank Jasper who has decided to step down. Gardyne has been with the specialist investment
how the government can tap private funds for social investment ambitions
Social investment is one of this Government’s big ideas – but what role can private investors play? Jem Traylen talks to three investment experts who are already working in this space. The chair
ece investment funds grow despite sector crisis
Investment funds into early childhood education are thriving despite rising costs, staff shortages and inadequate government funding plaguing the sector. While small services struggle to stay afloat
ece investment funds grow despite sector crisis
Investment funds into early childhood education are thriving despite rising costs, staff shortages and inadequate government funding plaguing the sector. While small services struggle to stay afloat
passive or active investment funds
Passive investing has been the fastest-growing investment vehicle in recent years, particularly during the pandemic. The following figures – published by Boston Consulting Group (BCG ) in its Global
kiwisaver funds bankroll community housing
Ethical retirement funds Generate and Caresaver Kiwisaver are backing a community housing initiative seeking to raise $100 million in funding for as many as 300 low-cost houses, much of it to be built
Finance News
Finance
Wisdom from Milford’s ‘oldest’ fund manager
Stephen Johnston has been watching markets since 1997.
Finance
M&A outlook: get set for big ticket IPOs
Experts are picking a surge in mergers and acquisitions activity for 2025.
Finance
How tax rules discourage wealthy investor migrants
Covid refugees facing a four-year time limit on tax status are forcing the issue.
*All returns are per annum, after fees and before taxes. Data updated at 1:07pm 21 January 2025 (NZT)
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