Funds Management

Soft-dollar arrangements refer to the practice in which investment managers (mutual funds,hedge funds, etc.) pay for research, data services, or other non-execution services not with direct cash (hard dollars), but indirectly via commissions generated from trading activity. Rather than writing a cheque to a …

At its core, compound interest means earning interest on your interest. Unlike simple interest—where interest is calculated only on your original amount—compounding adds newly earned interest back into your total balance. This higher balance then earns even more interest in the next period. Over …

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 …

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.

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 …

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: …

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.