Welcome to the Gateway Financial Marketing web site  
   
  GATEWAY NEWS  
  Summer 2012 Edition

 

Gateway Insights: No. 26 - FOFA - An Update...

What, why and who is influencing this impending legislation. Where we are at. 2011 has again been an extraordinary year in financial services. Amongst the backdrop of continued world investment market uncertainty here in Australia we have seen the proposed legislation for the Future of Financial Advice (FOFA) tabled in parliament with a 2012 deadline fast approaching.
Click here to view the full article

 

Gateway Insights: No. 27 - People Power

Why demonstrating your people power is important! Is there more to performance than performance? Australian gatekeepers - Asset Consultants and Research Houses, typically say that performance is only one aspect in their assessment of a fund manager. The other elements include people, process, business and philosophy. This Insight spells out their analysis.
Click here to view the full article

 

Gateway Insights: No. 28 - The adoption of ETFs in the local investment market

While the use of ETFs continues to accelerate in the Australian financial services industry, institutional investors have been slow to adopt these investment tools. Research and anecdotal feedback indicates the same themes of need for education and investment application still apply. Whilst the local experience contradicts that of other investment markets, there are signs of change coming.
Click here to view the full article

 

Blue Line

Autumn 2011 Edition

 

Gateway Insights: No. 23 - Bubbles

Investment bubbles will always be a hotly debated topic amongst the global investment community. There are often discussions that there may be significant bubbles building in the global economy. Do you agree or disagree that this is the case at the moment? Last month Gateway attended the Portfolio Construction Forum Markets Summit on this issue ‘Bubble, Bubble – toil and trouble?’.
Click here to view the full article

 

Gateway Insights: No. 24 - Bye to FIF, hello to FAF

At the recent Australasian Financial Forum chaired by David Thomas of ThinkGlobal Consulting, participants had a very informative presentation from Andrew Clements, a taxation partner at Malleson Stephen Jacques. For this Insight we thought it would extremely useful for our clients to translate Andrew’s tax speak into investment language. Please note that Gateway are not tax experts so this information is provided on a best endeavours basis!
Click here to view the full article

 

Gateway Insights: No. 25 - What all fund managers need to know about Managed Investment Shemes & REs

The constant question Questions that consistently arise when talking to managers both here and overseas are – what is the difference in Australia between a registered managed investment scheme and an unregistered managed investment scheme and why would one be pursued over the other? For this Insight Gateway have asked Perpetual Forum Services to contribute their expertise for your interest.
Click here to view the full article

 

Blue Line

Summer 2011 Edition

 

Gateway Insights: No. 20 - Knowing your competitors - why it's important for fund managers

At Gateway we firmly believe in order to position yourself successfully in the Australian funds management landscape, you need to know who you are competing against. For many fund managers competitor analysis is an often neglected aspect of their marketing efforts. This Insight looks at why keeping abreast of your competitors is important and offers a simple checklist on how to get started.
Click here to view the full article

 

Gateway Insights: No. 21 - The Financial Services Council (FSC) - Representing the industry

The Financial Services sector is now the largest industry in the economy and the Financial Services Council is one of the largest and most significant representative organisations in the sector. For this Insight Gateway has asked Emma Grainge, Director of Member Services, from the FSC to co-author this article about what the FSC is doing for you as an industry and why membership is something to consider now or in the future.
Click here to view the full article

 

Gateway Insights: No. 22 - The Australian Superannuation Market - A Gateway guide for new entrants

Superannuation accounts for in excess of 60% of all funds inflows in Australia. We are always asked how to access this pool, how it works and what it all means. We have put together in this Insight an overview, or recap for some, about how the Australian superannuation market works and why it remains so important.
Click here to view the full article

 

Blue Line

Winter 2010 Edition

Gateway Insights: No. 17 - The benefits of outsourcing for overseas fund managers

When working with overseas fund managers who have an interest in Australia we often get asked what are the barriers and hurdles? Can or should we outsource everything? In this Insight we look at one way both domestic and offshore managers can make entry into the Australian financial marketplace easier, by using outsourcing.
Click here to view the full article

 

Gateway Insights: No. 18 - Specialist Australian equity funds – making sense of it all

Today investors in managed funds have on offer a large number of ways of investing in the Australian Equity market. Investors now have the choice of several different types of specialist Australian equity funds. In this Insight we examine how this continued evolution of funds is being led by investors, ratings agencies and market uncertainty.
Click here to view the full article

 

Gateway Insights: No. 19 - ESG investing - is the hype translating into action and what does it mean for fund managers?

Environmental, social and governance (ESG) issues are increasingly attracting wide attention from all types of stakeholders. But there are concerns for fund managers. This Gateway Insight aims to address some of these issues and demonstrate why fund managers need to be thinking strategically about ESG investing going forward.
Click here to view the full article

 

Blue Line

Autumn 2010 Edition

Gateway Insights: No. 14 - The 2010 Asian Financial Forum - Key Insights

In late January we took the time to attend the Asian Financial Forum in Hong Kong, with the aim of exploring what Australia looks and feels like as a possible business destination for Asian based asset managers. In this Insight we’d like to share with you our thoughts on this as well as key takeouts from a high quality, influential and extremely well informed line up of speakers.
Click here to view the full article

 

Gateway Insights: No. 15 - Fortuna Partners Article - Customer Relationship Management

In this Insight we are pleased to introduce our first guest author, Catherine Frost, a partner from Fortuna Partners, who provide advice to financial services firms on their fund distribution, sales, marketing and Customer Relationship Management (CRM) activities in the UK and Australia, and is a distributor for the Salesforce CRM system.
Click here to view the full article

 

Gateway Insights: No. 16 - The Johnson Report

In November last year the Government released the Johnson Report which focuses on where Australia currently sits as a financial centre, particularly in the Asia-Pacific region and how to build this presence. Our insight piece this month explores the Johnson Report and looks at these possible policy changes the government is proposing to put forward.
Click here to view the full article

 

Blue Line

 

Summer 2009 Edition

Gateway Insights: No. 11 - Why ETF’s have a place alongside active managers in investor’s portfolios

 

Gateway Insights: No. 12 - The emotions of selling

 

Gateway Insights: No. 13 - Why international fund managers should care about the Australian opportunity

 
 
HOME PAGE | OUR PHILOSOPHY | ABOUT US | WHO WE ARE | WHAT WE DO | WHY TO USE US | WHEN TO USE US | HOW TO USE US
COSTS | NEWS | NEWSLETTERS | CONTACT DETAILS | CONTACT US
Gateway Financial Marketing   ABN: 8043 0046 761      Edwina Best: email  linkedin       Amanda Rethus: email  linkedin