Search ResultsShowing 41 - 50 of 63 results for "George Lucas"
APLs a potential minefield under FOFA
ELISE BURGESS  |  THURSDAY, 12 APR 2012
... with the ACCC already involved, according to one asset management firm. Instreet Investment's managing director, George Lucas, told Financial Standard that while much of the industry was preoccupied with talk about opt-in and best interest, the ...
Best interest to put focus on risk: Instreet
CLAIRE MCGREAL  |  FRIDAY, 10 FEB 2012
... developed a new service for advisers to help them explain and quantify share portfolio risks. Managing director George Lucas maintains the post FOFA world will see advisers having to better understand risk as they increasingly move towards direct ...
Instreet launches risk service for advisers
ELISE BURGESS  |  THURSDAY, 10 NOV 2011
... systems for fund managers, hedge funds, banks, prime brokers and administrators. Instreet managing director, George Lucas, said the service will allow advisers to stress test their clients' share and ETF portfolios while providing quantitative ...
Instreet taps adviser demand for commodities
INSTREET UPDATE  |  TUESDAY, 8 FEB 2011
... the GFC and are now looking into a "protected" entry back into equities. For example, Instreet managing director George Lucas said that investors in the initial Instreet Link series were duly rewarded early last year. "The initial Instreet Link ...
Instreet appoints NSW manager
ELISE BURGESS  |  TUESDAY, 2 NOV 2010
... advisers seek to add value for their clients. David will assist us in expanding our business model," said George Lucas, managing director Instreet. In October, Instreet launched a product Instreet Mast S&P/ASX 200 product leveraging exposure ...
Instreet launches geared Aussie equity product
JOHN MCDULING  |  TUESDAY, 12 OCT 2010
... rise significantly over the next five years. This product addresses this demand," Instreet managing director George Lucas said. "We have received a considerable amount of adviser input into what features are important to them and their ...
Instreet closes Reliance strategies
RUTH LIEW  |  THURSDAY, 9 SEP 2010
Instreet has closed two if its Reliance funds following slow inflows from advisers and investors. George Lucas, managing director at Instreet, said the Instreet Reliance Commodities Fund was wound up at the end of March. Meanwhile, the Instreet ...
Structured prod issuers must disclose risks: ASIC
MICHAEL HOBBS  |  FRIDAY, 23 JUL 2010
... a fact sheet for consumers urging them to consider a number of factors before investing in these products. George Lucas, managing director at Instreet, which provides structured products for financial planning clients, said the firm has ...
BDO Wealth Mgmt signs Instreet
MICHELLE BALTAZAR  |  THURSDAY, 27 MAY 2010
... but they have a fairly good setup to respond to changes in the market," he said. Instreet managing director George Lucas said the deal signals an important development in the business as it is their first white-label product, with more planned ...
The upside of a downside fund
MICHELLE BALTAZAR  |  THURSDAY, 22 APR 2010
... so far attracted almost $200 million of inflows from independent financial advisers. Instreet managing director George Lucas said the product is a short-term risk management tool to manage downside risk. For example, just before the global ...
Link to something LlhVD6Zb