News
19 Mar 2015 - Fund In Focus - Morphic Global Opportunities Fund
Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund discusses the market outlook for 2015 and the Fund strategies.
Watch AFM's other videos.
16 Mar 2015 - Understanding Hedge Funds - Episode 4
Chris Gosselin, CEO of Australian Fund Monitors explains Hedge Funds and in particular helps answer the questions asked by investors to determine which Fund Manager with whom to invest.
Take a look at the earlier videos in the series here.
10 Mar 2015 - Understanding Hedge Funds - Episode 3
Chris Gosselin, CEO of Australian Fund Monitors explains Short Selling and how it relates to Hedge Funds.
View our other videos here.
6 Mar 2015 - Digital Marketing for Banking & Financial Services 2015 Summit
Digital Marketing for Banking & Financial Services 2015 Summit
25-27 March 2015 at the Grace Hotel, Sydney
Digital Marketing for Banking and Financial Services Summit will explore how the finance industry could Optimise digital technologies and savvy marketing strategies to acquire and convert customers, increase revenue and an unparalleled competitive edge.
Conference Overview
There is little doubt the financial sector has lagged behind other industries, in its adoption of digital technology as part of its marketing planning and execution. As customers become increasingly tech savvy, digitally centered and view banking as a thing you do and not a place you go to, it is imperative the financial industry comes out from the shadows to forge a strong presence in the digital sphere. Coupled with a generally negative public perception, financial institutions need to develop strategies that will gain the trust and confidence of customers in order to stay visible, competitive and drive revenue. Todays marketers must know how to reach customers across multiple channels, with positive and credible messages and meet them on their terms in a transparent and personalised way.
This landmark three day conference and workshop event has been designed to provide a comprehensive range of subject matter to ensure industry marketers are well equipped to develop more customer centric strategies and use all available data and technologies effectively to reach, acquire and ultimately convert and retain customers.
Delegates will be saturated with a myriad of case studies from financial institutions which have excelled in the use of digital technology to win over customers. Invaluable insights will be shared which can be directly applied to organisations to improve existing marketing campaigns or kick start new ones.
Book today to reserve your place at this must attend event on the 2015 digital marketing event calendar.
Dates: 25-27th March 2015
Time: 8:30am - 5:30pm
Location: Grace Hotel, Sydney
Specific topics over three jammed packed days include:
- Latest trends and future directions in digital technologies
- Optimal use of data and analytics
- Segmented and personalised marketing
- Brand and image revamping
- Search Engine Optimisation, SEO
- Compelling content development across multi platforms
- Utilising the power of social media
- Enhancing customer experiences and engagement
- Mobile marketing and emerging payment technologies
- Banking disruptors
- Legalities behind digital marketing in the finance sector
- Alignment of technology and marketing
- Marketing Automation
- Programmatic Buying
Who will attend?
CMOs, and senior personnel in marketing, and advertising, digital and interactive, analytics, content development, research, branding, and customer relations, and strategy; Media Agencies, Consultants, Vendors and Solutions Providers in Communications, Strategy, SEO, Automation, Social Media and CRM, Analytics, Research and Software and all other stakeholders in the digital marketing realm will benefit from the broad yet highly relevant subject matter.
To register for the conference please download the brochure and fax the form to IBRC or you can email [email protected] or call:
Registrations Manager
IBR Conferences Pty Ltd
Tel: +61 (0) 2 9896 0776 | Fax: +61 (0) 2 9896 0796 | [email protected] | http://www.ibrc.com.au
2 Mar 2015 - Understanding Hedge Funds - Episode 2
Chris Gosselin, CEO of Australian Fund Monitors explains Short Selling and how it relates to Hedge Funds.
Understanding Hedge Funds - Short Selling from Australian Fund Monitors on Vimeo.
23 Feb 2015 - Understanding Hedge Funds - Episode 1
Understanding Hedge Funds
What is a Hedge Fund?
In the first video of the Understanding Hedge Funds series, we will explain what constitutes a hedge fund to improve investor knowledge and understanding.
There is no strict definition of a hedge fund. They are a type of managed or mutual fund but with a series of features that typically qualify them as a hedge fund. In this video we will list the features and the conditions under which funds might qualify.
Within the www.fundmonitors.com database, we sort through the mountain of information to focus on the facts and provide a daily analysis of each funds performance so investors can make informed decisions.
Chris Gosselin, interviewed by Chris Simond
Understanding Hedge Funds from Australian Fund Monitors on Vimeo.
16 Feb 2015 - Fund In Focus - Morphic Global Opportunities Fund
Jack Lowenstein, the Joint CIO of the Morphic Global Opportunities Fund discusses the Fund's performance in January 2015 and condition of the market.
Watch AFM's other videos.
12 Feb 2015 - Fund Review Monash Absolute Investment Fund January 2015
MONASH ABSOLUTE INVESTMENT FUND
- The Fund is a research driven, active equity long/short strategy investing in listed ASX companies.
- The Fund seeks to identify opportunities in the share market to make positive returns (long and short) irrespective of market conditions. It is style agnostic, as compelling investment opportunities exist across all investment styles from time to time. The Fund places a high priority on capital preservation, and has an absolute return focus in accepting market risk.
Sean Webster
Research and Database Manager
Australian Fund Monitors
6 Feb 2015 - Fund Review Supervised High Yield Fund December 2014
We would like to highlight the following aspects of the Fund:
- The Supervised High Yield Fund (SHYF) has a 5 year track record investing in fixed interest investments. The Investment strategy aims to deliver returns with zero correlation to equity markets by investing in debt securities with minimal default probability and offering a premium return above the risk free rate.
- The Fund is managed by Philip Carden whose experience in debt and capital markets spans 35 years, including time with JB Were's Capel Court Securities and Macquarie Bank, where he was the Executive Director responsible for the Debt Markets Division.
- SHYF is an Alternative Income fund which invests in Global and Australian debt markets, with all foreign currency receivables hedged back to Australian dollars.
- The Fund utilises a top down analysis of the economic environment and market to screen and identify debt market opportunities which it believes offer low risk with high yield. The next stage is the development of a risk matrix and investment strategy, following which detailed research is undertaken on specific investment opportunities which meet the pre-defined criteria established in the investment strategy.
- Prior to approving an investment for the Fund each potential investment is subject to two stress tests. The first of these is for credit and default risk, in which the investment is stress-tested to ensure that in a worst case economic environment it can repay 100% of its principal and interest obligations case scenario for the asset by examining the highest margin over the risk rate that the investment has previously experienced in a crisis situation. Any decline in value under the stress test that exceeds 10% of the Fund's value is avoided The second test examines market risk. In this case Carden looks at the worst case scenario for the asset by examining the highest margin over the risk rate that the investment has previously experienced in a crisis situation. Any decline in value under the stress test that exceeds 10% of the Fund's value is avoided.
Research and Database Manager
Australian Fund Monitors
6 Feb 2015 - 2015 Market Outlook: Looking Forward, Looking Back
2015 Market Outlook: "Looking forward, Looking back"
12 Feburary 2015: 12:00 - 2:00pm
2014 is now behind us, and the Australian equity market has essentially moved sideways since January. Interest rates have been on hold all year, and at record low levels of just 2.5%. The Aussie $ has finally cracked previous support, and if RBA Governor Glen Stevens has his way, has further to fall. Meanwhile the US market has continued to outperform, and YTD is up 7.6%.
By all accounts 2014 has been a difficult year for many investors, yet as at the end of November almost 60% of local fund managers had outperformed the market, while the best have returned over 20% since the start of the year.
So 2015 looms, with uncertainty probably being the major issue. Uncertainty about the markets, growth in the US and China, commodity prices, property and interest rates abound, while overshadowing all of those might be the performance of the government's handling of their first budget and the economy.
With that in mind, the subject of our first investor event in 2015 is aptly entitled "Looking forward, Looking Back". Join us to hear the opinion of four of our most respected fund managers reflect on 2014, and more importantly, provide their opinion on what the markets might hold in 2015, including:
- Simon Shields from Monash Investors,
- George Colman from Optimal Australia.
- Monik Kotecha, Insync Fund Managers; and
- John Corr from Aurora
Date: Thursday 12th February 2015
Time: 12:00 - 2:00pm (light lunch will be served)
Venue: Sydney CBD
Cost: Complimentary for Investors and Advisors
To assist with catering and other arrangement please RSVP here and we will forward your ticket with full details of the venue.