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Showing 101 - 110 of 1537 results for "Profile"

Global X debuts US corporate bond ETF

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
... as the market conditions the US and beyond are currently experiencing - as well as diversifying a portfolio's risk profile and income potential." Hannon pointed out that there's been a rapid sentiment shift that has heavily impacted fixed income ...

REITs merit place in multi-asset portfolios: Insight

CASSANDRA BALDINI  |  TUESDAY, 4 APR 2023
... volatility or expected returns, using REITs to complement private real asset allocation does increase a portfolio's liquidity profile. The paper explained this liquidity advantage and the potential to expand an investor's real estate opportunity set ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
The proportion of Australian financial advisers using managed accounts has more than tripled from 17% a decade ago to a record high of 56% now, according to the latest report by State Street and Investment Trends. The latest SPDR ETFs/ Investment Trends ...

Portfolio resistance is key: VanEck

CASSANDRA BALDINI  |  THURSDAY, 30 MAR 2023
... current bank crisis," he said. "With elevated recession risk in the US we are of the view that gold has a positive return profile. In other words, there is more upside to the price of gold than downside." Chesler said when it comes to China it offers ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... transferred most of its wholesale business to SG Hiscock. Adding to the shrinking pool of active managers, Perpetual's high-profile takeover of Pendal Group saw the latter delist at the start of the year. This frenetic pace of change in the sector has ...

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... world which requires lots of saving, but how do they want to shift money across different times of life to suit the time profile," he said. He said this strategy will bring much greater variation in decision-making. "When people retire, and they go from ...

Wealth managers bracing for compensation claims

CASSANDRA BALDINI  |  WEDNESDAY, 15 MAR 2023
A rise in compensation claims from clients is expected over failure to understand risk suitability and will lead to tougher regulation, research suggests. New research from Oxford Risk revealed 58% of wealth managers, who collectively manage assets ...

Aware Super executive to start boutique

ELIZABETH FRY  |  FRIDAY, 10 MAR 2023
... equities. The decision to leave the asset owner wasn't made lightly since a fund manager has a much different risk profile. The high points that drew him into the new role are alignment, quality and the opportunity to work alongside some highly credentialed ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
If a male and female customer, each experiencing the same car troubles, take their vehicles for repairs to the same mechanic, who is more likely to get ripped off? That a woman will end up paying more is a tired cliché that continues to play out in ...

Centuria adds to glasshouse portfolio

CHLOE WALKER  |  TUESDAY, 7 MAR 2023
... in an off-market transaction. "We have developed a healthy acquisition pipeline of assets which suit the CAF investment profile and expect total agriculture AUM to exceed $600 million during FY23 and continue to grow rapidly in FY24," Hulijch said.