Funds Management

Understanding How Compound Interest Works and Why It Matters

HighlightsCompound interest helps your money grow by earning interest not just on the principal, but also on previously earned interest.Time is the biggest factor—starting early can dramatically increase long-term returns.Even small, consistent contributions can snowball into large sums when compounding works over many years.Avoiding …

Team Kalkine | 27 November 2025

Is Asset Tokenisation the Next Phase of Digital Finance

Digital assets and tokenisation represent technology-driven solutions that are becoming increasingly ubiquitous, creating greater opportunities for investor personalisation and customisation. Technology is reshaping how investors access opportunities, widening the scope of available investments, and enabling portfolios tailored to short-term or long-term needs. However, this …

Team Kalkine | 24 November 2025

Charter Hall Group (ASX:CHC) Lifts FY26 OEPS Guidance to 95 Cents

Charter Hall Group (ASX:CHC) has revised its FY26 operating earnings per security (OEPS) guidance to 95.0 cents, up from the earlier forecast of 90.0 cents per security. The upgrade reflects the Group’s latest assessment based on activity occurring across its propertyinvestmentand funds management areas.

Team Kalkine | 20 November 2025

Behavioral Pitfalls in Fund Picking and How to Avoid Them

Selecting the “right” fund is often framed as a purely analytical process: compare returns, check fees, assess risk levels, and make a rational decision. In reality, fund selection is rarely that logical. Investors—novice and experienced alike—make decisions influenced heavily by psychology, emotions, and cognitive …

Team Kalkine | 18 November 2025

How to Read Fund Fact Sheets: Key Sections That Actually Matter

When you’re thinking about investing in amutual fundor similar product, one of the first documents you’ll encounter is thefact sheet(sometimes called a “fund facts” or a “fund factsheet”). This is a condensed summary of the fund’s purpose, performance, holdings, and costs. The good news: …

Team Kalkine | 17 November 2025

How Smart Beta Strategies Use Market Factors to Shape Modern Portfolios

In recent years, the gap between active and passive fund management has narrowed through the emergence of Smart Beta strategies. These funds combine the transparency and rule-based nature of passive investing with selective exposure characteristics typical of active management.

Team Kalkine | 11 November 2025

Blockchain in Funds Management: Transparency, Tokenisation, and Efficiency

The funds management industry has historically relied on complex, multi-layered processes that often lack real-time transparency and can be inefficient. Frommutual fundstoprivate equityandhedge funds, intermediaries play critical roles in operations such as trade settlement, record-keeping, and compliance. These processes can be slow, costly, and …

Team Kalkine | 07 November 2025

How Artificial Intelligence Is Redefining Scale and Profitability in Asset Management

Theasset-managementindustry is undergoing a pivotal shift: the tools that once merely supported operations are now poised toreshape the economicsof how investment firms compete and scale. With headline cost pressures and margin erosion across the sector, the rise ofartificial intelligence (AI)is emerging not just as …

Team Kalkine | 07 November 2025

ETFs and ETPs: Key Considerations for Risk, Structure, and Regulation

Exchange-Traded Funds (ETFs) are managed investment funds that can be traded on exchanges such as theAustralian Securities Exchange (ASX)and Cboe Australia. Investors purchase units in an ETF, which represents a share of the fund that holds underlying assets like equities, bonds, or commodities. The …

Team Kalkine | 16 October 2025

Tracking Error 101: Why Index Funds Don’t Always Match the Market

Index funds are widely regarded as the simplest way to “own the market.” Designed to mirror the performance of a benchmark, such as theASX 200,S&P 500, or MSCI World Index, these funds aim to deliver returns that closely track those of the index. Yet, …

Team Kalkine | 14 October 2025