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Showing 1061 - 1070 of 1362 results for "Balanced"

APRA dictates investment option labels

MICHAEL HOBBS  |  WEDNESDAY, 30 JUN 2010
... using quantitative modelling. The probability thresholds that will determine the categorisation assignments for growth, balanced and capital stable options are yet to be confirmed. APRA said they would rely on the superannuation industry for advice on ...

Bookmakers fund adopts liquidity strategy

RUTH LIEW  |  WEDNESDAY, 30 JUN 2010
... The Bookmakers Superannuation Fund is removing switching restrictions to its conservative strategies, and dividing its balanced pension and accumulation options in a bid to reopen the fund which faced illiquidity problems during the GFC. The Bookmakers ...

State Street win $10 billion in mandates

RUTH LIEW  |  WEDNESDAY, 30 JUN 2010
... avoid unnecessary realisation of capital gains and ensure any gains that must be realised are discounted. These aims are balanced against the need to generate index-like returns over time," said the firm. "Passive management has become a highly specialised ...

Funds thrive with nimble IT

MICHELLE BALTAZAR  |  TUESDAY, 29 JUN 2010
... significant value to the bottomline. "Organisations should manage their IT investments like financial investments. Like a balanced portfolio," he said in a paper featured in a new book on the wealth management industry published by SimCorp StrategyLa ...

World peace

BENJAMIN ONG  |  MONDAY, 28 JUN 2010
... but is it dusted? Their communiquA(C) had something for everyone - it contained a framework for strong, sustainable and balanced growth, something on financial sector reform, a bit on financial institutions and development, it touched on fighting protectionism ...

ESI Super tops up growth and fixed interest

RUTH LIEW  |  MONDAY, 7 JUN 2010
... cent, while allocation to cash and Australian shares have been reduced. ESI Super also intends to hike the growth and balanced options' exposure to growth assets, from 80 to 90 per cent for growth, and 70 to 75 per cent for balanced. As a result, the ...

FPA chief to champion planner needs

MICHAEL HOBBS  |  THURSDAY, 27 MAY 2010
... recognise its past mistakes but also provide clarity to consumers about the role of a planner. "We need to tell a more balanced story about what we do and the good work we do. I'm keen to talk about our story in an honest way," he said. "We can't walk ...

New performance reporting standards for retail funds

ALEX DUNNIN  |  WEDNESDAY, 26 MAY 2010
... the top 10 ranked funds. The retail dominance is so strong that they take out 43 of the top 50 positions for personal balanced funds.

S&P places AMP responsible funds 'on hold'

PRESS RELEASE  |  MONDAY, 24 MAY 2010
... 'on hold' due to concerns with high staff turnover. This means the RIL Australian fund, RIL International fund, and RIL Balanced fund have been placed 'on hold'. The AMP RIL Balanced and AMP RIL International were previously rated '3 stars'. The AMP ...

Solaris hires ex-Suncorp ESG manager

PRESS RELEASE  |  FRIDAY, 21 MAY 2010
... what is now the Solaris investment team. She was a portfolio specialist for the Suncorp Investment Management Ethical Balanced Trust and other ESG portfolios. Solaris is a signatory to the United Nations Principles for Responsible Investment (UN PRI) ...