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Showing 1061 - 1070 of 1707 results for "Asset Allocation"

MySuper dashboards, ASIC warns trustees

ALICE URIBE | THURSDAY, 22 MAY 2014

... there is no predecessor product." They also warned trustees that while including additional information such as asset allocation was well intentioned it, however, "has the potential to compromise the ability of users to compare across multiple (non-uniform) ...

Equity trustees beds down ANZ Trustees with new appointment

ALICE URIBE | MONDAY, 19 MAY 2014

... fund and winning multiple third party mandates over many years at several organisations. "He has significant asset allocation experience, including being the former chair of the Aviva Investors Australia Asset Allocation Committee and former member of ...

Beacon approves DomaCom fractional property fund

STAFF WRITER | MONDAY, 19 MAY 2014

... invest in, or engage a property consultant to assist. They can invest as much as they want and can spread their asset allocation across multiple properties to achieve the right blend of yield and capital growth for their portfolio along with diversification ...

SMSF flexibility makes them error prone

ALEX DUNNIN | FRIDAY, 16 MAY 2014

... two line statement on a piece of piece all the way through to fully comprehensive documents with benchmarks and asset allocation details," LaGreca said.

FEATURE: Managing SMSF growth

LAURA MILLAN | FRIDAY, 9 MAY 2014

... Australian equities (three quarters of SMSF trustees access Australian shares directly) make up the bulk of SMSF asset allocation, so for the most part, returns are driven by these two asset classes," CoreData head of advice, wealth and super Salvador ...

Perpetual appoints senior JANA investment exec

ALICE URIBE | TUESDAY, 29 APR 2014

... the right choice for the role. "Michael is an experienced investment professional with a strong track record in asset allocation and investment management. "With his broad range of skills and expertise, Michael is well placed to lead the team, meet client ...

AMP Capital launches new adviser research tool

STAFF WRITER | MONDAY, 14 APR 2014

... from basic asset class education through to the merits of long-term investing, navigating volatility, risk and asset allocation. "Ultimately, AMP Capital wants to support financial advisers in guiding their clients' decision making in order to help them ...

SEC reopens target date funds disclosure review

ALEX DUNNIN | WEDNESDAY, 9 APR 2014

The US Securities Exchange Commission (SEC) has reopened its review into enhanced disclosure regulations for target date funds, a sector that they believe is very difficult for investors to compare. The review was launched following recommendations ...

ASIC should regulate SMSFs as a financial product: PwC

LAURA MILLAN | WEDNESDAY, 9 APR 2014

... documented investment strategy that specifies "how the fund will meet its long term investment objectives including asset allocation, diversification, liquidity and the appropriate level of borrowings." PwC proposed that ASIC should charge annual registration ...

AMP opens three funds to retail investors

MARK SMITH | TUESDAY, 1 APR 2014

... market volatility and are looking for a cost-effective way to access active management. The fund adopts a dynamic asset allocation investment approach. This means the fund can reduce its allocation in asset classes or types of investments where we expect ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

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When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Rethinking default design in a changing market environment

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NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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