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Showing 91 - 100 of 203 results for "Individual Investors"

An institutional approach to retirement advice

ALEX BURKE  |  TUESDAY, 25 JUL 2017
... understand key liability sensitivities such as inflation, longevity, interest rates and other economic drivers. Individual investors, meanwhile, are typically focus on outperforming benchmarks with "no linkage to individual liabilities." "What are their ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
... "Our aim is to provide transparent and easy-to-access fixed-income solutions for both financial advisers and individual investors," Martin said. "We are proud to be driving fixed income innovation that helps Australian investors achieve more balanced ...

Baby boomers lag on retirement planning

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... could learn a thing or two from younger generations. Latest insight from Natixis Global Asset Management on individual investors across the globe shows that despite 78% of investors believing the responsibility to fund retirement will be solely their ...

Good to go

BENJAMIN ONG  |  MONDAY, 29 MAY 2017
... And this, despite what's generally considered as expensive valuation. If the latest American Association of Individual Investors' (AAII) survey (week ending 24 May) is any indication, further appreciation in US equities is in store. "Nearly one out of ...

Property investment manager broadens regional presence

EMMA RAPAPORT  |  TUESDAY, 23 MAY 2017
... American, European, Middle Eastern and Asia-Pacific institutions, pension plans, foundations and corporations and individual investors. Headquartered in Chicago, the firm has additional offices in Los Angeles, London, Luxembourg, Frankfurt, Munich, Warsaw ...

Former adviser launches sustainable trading platform

EMMA RAPAPORT  |  THURSDAY, 18 MAY 2017
... drive demand for sustainable investing well into the future. Asset managers creating investment products for individual investors cannot ignore these trends," the report noted. The platform is currently operating in a closed-beta environment, based on ...

Russell Investments and Netwealth strike platform deal

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... providing innovative technology and is not only keeping pace with the industry, but leading it." The 1500 individual investors being transitioned over have been made aware, with the remaining transitions expected to occur on or around 1 April 2017.

Bendigo targets ethically conscious investors

EMMA RAPAPORT  |  MONDAY, 6 FEB 2017
... drive demand for sustainable investing well into the future. Asset managers creating investment products for individual investors cannot ignore these trends," the survey noted The fund has attained certification from the Responsible Investment Association ...

Fund manager launches new IMA

JAMIE WILLIAMSON  |  FRIDAY, 3 FEB 2017
... can provide superior risk-adjusted returns. "Replicating a market index ultimately does not make sense for individual investors, why would you invest in a company simply because it is listed on the stock market. Expanding the universe of possibilities ...

FIIG appoints acting managing director

EMMA RAPAPORT  |  TUESDAY, 24 JAN 2017
... funders. "John has deep and extensive experience of financial markets and the needs of institutional and individual investors," SocietyOne's chief executive and managing director Jason Yetton said. "He has specialist knowledge of the fixed income and ...