Brandywine portfolio manager presentation – webinar recording
Brandywine portfolio manager presentation - webinar recording Hosted by Colin Taylor, Head of Distribution AU and NZ, Jack McIntyre, Portfolio [...]
Hunter & PIMCO – webinar recording
Hunter & PIMCO - webinar recording Hosted by Tony Hildyard, Sachin Gupta, the lead Portfolio Manager for the Hunter Global [...]
Changes to the Russell Investments funds
Changes to the Russell Investments Global Shares Fund and Russell Investments Hedged Global Shares Fund Earlier [...]
Why spreads are important, especially in volatile markets
Why spreads are important, especially in volatile markets If a fund doesn’t have a buy/sell spread (or [...]
ASIC’s proposed “Product design and distribution obligations”
ASIC’s proposed “Product design and distribution obligations”. Will this regime shape Australian managers’ approach to distribution in New Zealand? [...]
InvestNow Update June 2020
InvestNow Update - June 2020 Introducing InvestNow’s KiwiSaver offering Earlier this year InvestNow announced plans to [...]
Foreign Investment PIEs
Foreign Investment PIEs - Tax benefits for non-residents In the office we were recently discussing a [...]
IIS Fund Execution services – helping groups to efficiently implement, structure and manage funds
IIS Fund Execution services – helping groups to efficiently implement, structure and manage funds Within IIS’s fund [...]
InvestNow Update December 2019
InvestNow Update December 2019 InvestNow is growing steadily each month, with over 16,000 investors and FUM [...]
IIS Manager Roadshow – it’s a wrap for 2019
IIS Manager Roadshow – it’s a wrap for 2019 October saw us host a multi-manager roadshow [...]
Introducing…Anthony Sowerby
Introducing…Anthony Sowerby We're pleased to welcome Anthony Sowerby to the growing Implemented Investment Solutions team! Anthony’s [...]
IIS Manager Roadshow
IIS Manager Roadshow - 23, 24, 25 October 2019 IIS organised a Manager Roadshow for overseas [...]
Introducing…Michael Courtney
Introducing…Michael Courtney Michael is General Manager, Fund Hosting at IIS, with overall responsibility for the almost [...]
Manager Profile – Hunter Investments
Manager Profile - Hunter Investments In March 2017, IIS launched the Hunter Global Fixed Interest Fund, [...]
InvestNow Update October 2019
InvestNow update - October 2019 InvestNow FUM and investors are growing steadily each month, with over [...]
IIS Manager Roadshow – coming to a city near you!
IIS Manager Roadshow – coming to a city near you! IIS are hosting a manager roadshow [...]
New funds launch – Hobson Wealth
New funds launch - Hobson Wealth IIS’s Fund Hosting business is excited to announce we’ve been [...]
Antipodes Global Investment Partners
Focus on… Antipodes Global Investment Partners In July 2018 IIS launched the Antipodes Global Fund (PIE) and Antipodes Global [...]
Investment Performance – IIS Funds
Investment Performance - IIS Funds The following table provides the performance of different IIS-hosted funds for [...]
Clayton Adams – Head of Operations at IIS
Introducing... Clayton Adams Clayton is the Head of Operations at IIS. While Clayton is one of [...]
Fund Hosting
Fund Hosting Today IIS is issuing and managing funds for 7 investment groups evidencing that the [...]
Capital gains tax squashed
Capital gains tax squashed The Tax Working Group (TWG) recommendation to introduce capital gains tax was [...]
Funds update and returns
Funds update and returns In a boost for its retail presence, the Legg Mason Brandywine Global [...]
People update
People update David Stevens, the IIS inaugural independent chairperson, retired as a director at the [...]
Licensing of custody
Licensing of custody The Financial Markets Authority (FMA) is currently considering licensing rules for custody providers [...]
Listing PIE funds on the NZX – March 2019
Listing PIE funds on the NZX Recently, the NZX passed new rules making it easier to [...]
Welcome & Tax Working Group comments
Welcome & Tax Working Group comments Welcome to the first Implemented Investment Solutions (IIS) client newsletter. [...]
InvestNow update
Listing PIE funds on the NZX Late last year InvestNow took another step in its evolution [...]