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| 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.
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.
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.
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?’.
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!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Summer 2009 Edition Gateway Insights: No. 11 - Why ETF’s have a place alongside active managers in investor’s portfolios Exchange Traded Funds (ETFs) are
gaining popularity in Australia as a quick and easy way
into specific market segments. In this Insight we take
a look at what are ETF’s; what are the differences
between an ETF and a managed fund and why ETF’s
can have a place alongside traditional active managed
funds in investor’s portfolios.
Gateway Insights: No. 12 - The emotions of selling In Gateway’s
experience of dealing with numerous fund managers often
selling quite different investment approaches in the
same sector, the strategy of selling to the emotional
as well as the rational side of the potential client’s
brain is often overlooked. We cover off on some basic
concepts around emotions and selling.
Gateway Insights: No. 13 - Why international fund managers should care about the Australian opportunity The Australian financial
market offers international fund managers the opportunity
to participate in a sophisticated, liquid and rapidly growing
investment pool which has historically welcomed new players
and which encourages competition. This Insight paper by
Gateway explores why fund managers should consider Australia
as a destination for growth. If you do not wish to receive Gateway Financial email newsletters in future, please click here.
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