Research IP brings you the RIPPL Sluice to provide examples of responsible investment in action every month.
Research IP brings you the RIPPL Roundup each month to provide an early market snapshot for New Zealand and Australian financial advisers.
Responsible investing has become a focus area in the investment industry, but greenwashing is rife and the sales pitch is strong, so what really matters? Research IP brings you the RIPPL Sluice to provide examples of responsible investment in action every month.
The review of the KiwiSaver Default Provider arrangements in 2021 was seriously imbalanced. What do the new Default funds look like and how do they compare to the fund managers’ equivalent non-default balanced fund? What criteria can you use to make a balanced assessment of the funds on a forward-looking basis?
Comparing KiwiSaver fees is like comparing apples to oranges. The intricacies inside the required disclosures make accurate comparisons difficult and time consuming, not to mention the time taken to find all of the relevant information in the first place. Even the inclusion of GST is inconsistent.
We are excited to announce a new partnership for Research IP in New Zealand, interest.co.nz is now providing you access to over 300 RIPPL Effect reports to better “help you make financial decisions”.
Fund Managers are a very important part of the part of the investment landscape. Pension funding systems around the world heavily invest via fund managers, be they internal or externally appointed. Most Australian and Kiwi investors have exposure to a managed fund (also known as a mutual fund) via superannuation and KiwiSaver accounts. For Australians the predominant structure is an Australian Unit Trust (AUT) and for Kiwi’s this is via Portfolio Investment Entities (PIE). Most funds held within pension systems are diversified funds, largely because they are a default fund for the scheme provider.
What apps or websites use the most data? How many stories do you post on Instagram or Facebook? How much money have you spent shopping online in the past year?
Magellan has announced that Hamish Douglass will take a medical leave of absence. With the recent departure of the CEO, relative underperformance and losing their largest mandate, is this the beginning of the end?
Congratulations to the team at Milford Asset Management taking out this year’s coveted Research IP Fund Manager of the Year 2021 Award.