Fees and margin squeeze. It’s the catch cry of the wealth industry, particularly with fund managers. Barely a week goes by without someone announcing fee reductions. But, while it may look like a reduction and that margin squeeze is going…
Insights
Insight #51 Goals Based Investing – what does it mean for fund managers?
What is goals based investing? Quite simply – goals based investing is setting personal and lifestyle goals and using the financial advice process to produce these outcomes. Taking it a step further fund managers are now developing products that can…
Insight #49 ESG investing (again)
Introduction Back in 2010 over seven years ago, Gateway wrote an article on ESG investing and commented that it was an emerging trend in the US, which was likely to gain influence in Australia in the coming years. In the…
Insight #49 – Fund managers and other financial service providers take heed: ASIC Enforcement Report and Corporate Plan
By Warwick Heeson (Lawyer) Oppenheim Legal Fund managers and other financial services providers need to take a renewed approach to their service and product offerings in order to avoid the regulators attention in light of ASIC’s latest enforcement outcomes and…
Insight #47 Technology and the impact on administration platforms – what does this mean for fund managers?
Over the past 15 years administration platforms have become an indispensable tool for financial advisers. The large brand name platforms have changed the financial planning landscape for the better in Australia. These platforms provide Financial advisers and Dealer groups with…
Insight #46 – The new world – 2016 a year in review
Like many in the industry Gateway regularly attend market conferences. Conferences we have attended during the course of 2016 have included the Managed Accounts conference, the AIMA Hedge Fund Conference and the IMCA conference. Each has provided unique insights into…
Insight #44 – mFunds and why distribution still matters for fund managers
Introduction An mFund is an unlisted managed fund available to investors via the ASX. The ASX launched the service on 8th May this year. Up until now there have been two ways for both direct or advice based investors to…
Insight #43 – how to deal with the increasing focus on fund manager fees
Introduction Fees have increasingly become a focus in the investment management landscape in Australia. Fee structures can make or break independent ratings and often dominate marketing meetings. Gateway believe that there needs to be greater discussion and transparency around fees…
Insight #42 – why all fund managers need a marketing strategy
Introduction Marketing is an essential part of running a funds management business. Investors invest with fund managers they know and trust and like, and they can’t know and trust and like a fund manager unless the fund manager is spending…
Insight #39 – Why the perfect marketing meeting is so important
Over the years we have sat through many fund manager marketing meetings that: seem to go nowhere waste time on trivial issues are unstructured do not have a clear direction and audience expectations and outcomes are not defined or sufficiently…
