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Industry fund members switch to SMSFs
Industry funds are losing members to self-managed super funds, poor investment performance and lacklustre communication, research shows.
An Investment Trends survey of 8,500 fund members found that nearly one in four industry fund members (23 per cent) are considering switching from their current fund…
Capgemini and Merrill Lynch Global Wealth Management – 2010 Asia-Pacific Wealth Report
The Capgemini and Merrill Lynch Global Wealth Management 2010 Asia-Pacific Wealth Report is their 5th annual ‘….in-depth look at the high net worth (HNW) marketplace in the region.’ This report also ‘…examines the post-crisis shifts in high net worth individuals (HNWIs’) asset allocations, reflecting an easing of crisis fears and a cautious return to markets. But it also looks behind these specifics at the more fundamental changes in HNWIs’ investment priorities.’
Perfect environment for SMA growth: BlackRock
Several factors are combining that will rapidly escalate the use of separately managed accounts (SMAs), according to BlackRock’s co-head of customised portfolio service, James Langlands…