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December 08, 2015

Regulatory hurdles in automated advice

December 08, 2015/ Jessica Lloyd

Automated advice is being evaluated by regulatory authorities across the globe, in particular IOSCO. Themes have developed, with new regulatory guidance yet to come. 

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December 08, 2015/ Jessica Lloyd/
Robo
December 08, 2015

Delving into automated advice

December 08, 2015/ Jessica Lloyd

Automated advice is going to change the way financial advisers do business sooner or later, because not everyone wants what advisers are selling. 

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December 08, 2015/ Jessica Lloyd/
Robo
December 08, 2015

Global ETF inflows up 63% on September - Global ETF FlowWatch Oct 2015

December 08, 2015/ Jessica Lloyd

Global ETF flows at $39 billion, compared to September’s $24 billion. ETF assets worldwide remained almost $3 trillion.

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December 08, 2015/ Jessica Lloyd/
Strategic Insight
December 07, 2015

Indian bond products lead inflows - Asia FlowWatch Oct 2015

December 07, 2015/ Jessica Lloyd

Long-term funds in Asia saw US$12 billion in net flows - US$5 billion from India, China (US$3 billion) and Taiwan (US$1.3 billion). 

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December 07, 2015/ Jessica Lloyd/
Strategic Insight
December 04, 2015

Global Fund Insight - Renewed Opportunities through FoFs/Sub-advisory Despite Q3 Outflows

December 04, 2015/ Jessica Lloyd

Equity, bond, multi-asset and other long-term funds globally suffered a combined US$82 billion in net redemptions, bringing down the year-to-date through September contributions to US$746 billion.

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December 04, 2015/ Jessica Lloyd/ Comment
Strategic Insight
December 02, 2015

Canada and Europe only inflows for Sept '15 - Global FlowWatch

December 02, 2015/ Jessica Lloyd

Investors withdrew US$57 billion from long-term funds globally in September - the second consecutive month of net outflows this year.

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December 02, 2015/ Jessica Lloyd/ Comment
Strategic Insight
December 01, 2015

700 new funds launched in Asia last quarter, global results in

December 01, 2015/ Jessica Lloyd

Asia saw 700 new fund launches accounting for nearly 70% of the total new fund flows for the quarter.

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December 01, 2015/ Jessica Lloyd/ Comment
Strategic Insight
November 30, 2015

MLC, Zurich reduce premiums

November 30, 2015/ Jessica Lloyd

MLC has reduced premiums on some insurance products for new customers by 15 per cent, with rate cuts starting from age 40 onwards. Zurich has frozen premiums for new customers. 

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November 30, 2015/ Jessica Lloyd/ Comment
Insurance News
MLC
November 19, 2015

138 new mutual funds, 80 new ETFs - US Product Watch November 2015

November 19, 2015/ Jessica Lloyd

Themes include new mutual funds launched in international equity or alternative strategies, new  foreign blend funds and long/short equity funds, and ETFs. 

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November 19, 2015/ Jessica Lloyd/ Comment
Strategic Insight
November 19, 2015

CEOs and board membership – who chooses, and does it matter?

November 19, 2015/ Jessica Lloyd

NZ research has deeply investigated whether having a company’s chief executive on the board makes a difference to the bottom line. 

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November 19, 2015/ Jessica Lloyd/ Comment
November 17, 2015

Choosing a new CEO – does overconfidence pay off?

November 17, 2015/ Jessica Lloyd

This research piece examines precisely what makes a certain overconfident CEO get picked for the job, and in which situations this overconfidence pays off. 

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November 17, 2015/ Jessica Lloyd/ Comment
November 16, 2015

Uni students' financial research winning NZ awards

November 16, 2015/ Jessica Lloyd

Is there any benefit to an overconfident CEO? Does having your CEO on the board matter to ROI? Winning research papers from the New Zealand Finance Colloquium for 2015. 

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November 16, 2015/ Jessica Lloyd/ Comment
Funds News
NZFC
November 16, 2015

Long-term funds in Asia see US$24bn in net inflows for August 2015 - Asia FlowWatch

November 16, 2015/ Jessica Lloyd

Out of US$24 billion in net flows, US$12 billion came from Japan, and US$4 billion each from Korea and India. 

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November 16, 2015/ Jessica Lloyd/ Comment
Strategic Insight
November 16, 2015

Highlights from US markets for October 2015

November 16, 2015/ Jessica Lloyd

Net investment to long-term mutual funds and ETFs totalled $31.7 billion, and equity products netted $10.4 billion on $14.3 billion of inflows to US Equity ETFs. 

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November 16, 2015/ Jessica Lloyd/ Comment
Strategic Insight
November 16, 2015

ETF flows totalled US$21bn globally - Global ETF FlowWatch August 2015

November 16, 2015/ Jessica Lloyd

Global net deposits year-to- date through August reached $214 billion while ETF assets globally remained almost $3 trillion.

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November 16, 2015/ Jessica Lloyd/
Strategic Insight
November 11, 2015

Japan seeing strong inflows, China suffering redemptions - Asia FlowWatch for Sept 2015

November 11, 2015/ Jessica Lloyd

Long‐term funds in Asia saw $26 billion in net outflows, China suffered $38 billion in net redemptions, Japan had $12 billion inflows.

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November 11, 2015/ Jessica Lloyd/ Comment
Strategic Insight
October 19, 2015

IMF concludes report on Australia’s economy

October 19, 2015/ Jessica Lloyd

The IMF analyses Australia's economy in great detail, finding belts tightening, mining boom winding down. 

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October 19, 2015/ Jessica Lloyd/ Comment
IMF
October 19, 2015

Small caps popular in August - New US Fund Filings Review August 2015 Report

October 19, 2015/ Jessica Lloyd

New funds launched in small cap equity strategies, international alternative funds, distressed company debt, and long/short funds. 

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October 19, 2015/ Jessica Lloyd/ Comment
Strategic Insight
October 19, 2015

ETF flows total US$41bn in July - Global ETF FlowWatch July 2015 Results

October 19, 2015/ Jessica Lloyd

Strong worldwide ETF inflows were spread across several major market regions, totalling US$41 billion in July. 

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October 19, 2015/ Jessica Lloyd/
Strategic Insight
October 19, 2015

Global investors deposit US$113bn in July - Global FlowWatch July 2015 Results

October 19, 2015/ Jessica Lloyd

Investors dropped US$113 billion into global long-term funds, bringing aggregate net flows to US$903 billion. 

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October 19, 2015/ Jessica Lloyd/ Comment
Strategic Insight
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