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UBS Launches Global Gender Equality ETF

Posted by Anton Murray Consulting on . Posted in Funds Management News, News, Wealth Management News

InvestorDaily

UBS has introduced the Global Gender Equality UCITS exchange-traded fund to its suite of investment products. The ETF is a joint collaboration between UBS Asset Management and UBS Wealth Management and invests in the Solactive Equileap Global Gender Equality 100 Leaders index, according to a UBS statement. The index is comprised of a hundred global companies with a “strong record” of gender diversity and sustainability based on 19 criteria for diversity, such as equal compensation, gender balance, work-life balance and sustainability policies.

Of the 100 companies on the index, 30 are highest rated stocks in the US, capping single issuers at 3 per cent of the ETF’s assets, the statement said. “With its broad criteria, the index provides a higher overall gender equality score than other Global Gender Equality Indexes, while providing stable risk-adjusted performance.” Commenting on the launch, UBS Asset Management head of sustainable and impact investing Michael Baldinger said that the ETF represented “another big step in sustainable and impact investing innovation”.

The rest of this article can be found at investordaily.com.au.

Global ETFs break past US$4.5tn

Posted by Anton Murray Consulting on . Posted in Funds Management News, News

InvestorDaily

More than US$4.5 trillion is now invested in global ETFs, and the total amount in bond products is on track to hit US$1.5 trillion by 2022, according to BlackRock. BlackRock’s ETF manufacturing arm iShares has recorded its fastest year of expansion ever, recording US$246 billion in new flows throughout 2017. At the start of the new year there was a staggering US$4.5 trillion in ETFs worldwide, and BlackRock reckons that could “more than double” by 2022 – leading some to warn the investment class is approaching ‘bubble’ territory.

In August 2017, Providence Wealth Advisory warned that ETFs have “distorted” markets, and Bell Direct chief executive Arnie Selvarajah cautioned against “blind allocation” to ETFs later that month. But BlackRock head of iShares Australia Jon Howie insists that Australian investors should stick with ETFs, noting they have turned to them for “convenience, low cost and range of exposures”. “Three global trends will power this growth,” he said. “Fee-based wealth management, networked bond and derivatives trading, and alpha-seeking usage by active fund and wealth managers.”

The rest of this article can be found at investordaily.com.au.

Alpha Fund Manager adds Janus Henderson fund

Posted by Anton Murray Consulting on . Posted in Funds Management News, News

InvestorDaily

Boutique fund manager Alpha Fund Manager has included Janus Henderson’s Global Fixed Interest Total Return Fund to its global fixed interest portfolio. Janus Henderson’s actively managed global fixed interest fund invests across fixed interest asset classes and markets with a duration profile between zero to six years and is hedged to the Australian dollar to reduce currency risk, according to a statement from Janus Henderson. Janus Henderson Australia head of distribution Matt Gaden said the fund had been “well supported” on a number of platforms such as ANZ Grow Wrap, BT Wrap, OneAnswer and Netwealth since its launch in July 2014.

“Investor demand for a quality global fixed interest fund that allows exposure to a wide range of fixed interest securities has been further supported by the inclusion from Alpha Fund Managers,” he said. Alpha Fund Manager portfolio manager Julien Brodie added, “We selected the Janus Henderson Global Fixed Interest Total Return Fund because of the quality and insight of the investment team, defensive characteristics and importantly its ability to navigate market rotations and deliver consistent outperformance across time.” The fund delivered 6.9 per cent per annum and 5.1 per cent per annum to investors over one and three years net of fees, respectively, the statement said.

The rest of this article can be found at investordaily.com.au.

BlackRock names Barclays’ Deborah Ho as South-East Asia head

Posted by Anton Murray Consulting on . Posted in Funds Management News, News

The Business Times

ASSET manager BlackRock has appointed Deborah Ho as head of South-East Asia, effective from March 2018. Ms Ho comes from Barclays Bank, where she was managing director and co-head of senior relationship management, overseeing platinum client relationships in the Asia-Pacific. She was formerly chief executive of DBS Asset Management in Singapore between 2007 and 2011, and before that she was head of fixed income distribution for Asia (ex-Japan) at Swiss bank UBS from 2001 to 2005.

BlackRock’s Asia-Pacific chairman Ryan Stork said: “Deborah holds an exceptional track record. Her knowledge across a breadth of asset classes and investment capabilities positions her well to help clients in this fast-growing region.” As at September 2017, BlackRock manages around S$5.98 trillion in assets.

 This article can be found at businesstimes.com.sg.

Millennials Tipped to Drive ETF Growth in 2018

Posted by Anton Murray Consulting on . Posted in Funds Management News, Investment Banking News, News

InvestorDaily

Millennials will continue to be a core driver of growth and interest in ETFs next year, alongside innovation in fixed income ETFs and the rising popularity of active ETFs, predicts BetaShares.  According to a note by BetaShares outlining three predictions for the ETF industry for 2018, Millennials have contributed to the growth of the ETF sector having gravitated to it for its flexibility in allowing them to select investment themes important to them. “Millennials are attracted by the low cost, simplicity and ease of use of ETFs,” the note said.

“ETFs such as the Australian and Global Sustainability Leaders ETFs allow younger investors to invest according to their values, whereas products such as the Nasdaq 100 ETF or our Cybersecurity ETF, allow them to be exposed to companies whose products resonate with their daily lives.” Citing CommSec data from this year, the note revealed Millennials made up 25 per cent of all ETF trades done in Australia this year. Feedback from BetaShares’ younger clients also established that interest in ETFs was due to its diversification benefits, which allowed them to begin investing in share markets.

The rest of this article can be found at investordaily.com.au.