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Showing 101 - 110 of 654 results for "Reference"

'Our fears were warranted': Chant West proposes YFYS alternative

ANDREW MCKEAN  |  THURSDAY, 24 NOV 2022
... multi-faceted. As such, Chant West's proposal for an alternative test is a composite of risk-adjusted returns and the simple reference portfolio (SRP). "By combining these two approaches we end up with a metric that captures their merits and minimises ...

Australians worry about retirement - and maybe they should

ANDREW MCKEAN  |  TUESDAY, 8 NOV 2022
... they'll have enough super to stop work, and just 18% believe they'll amass enough money to retire "comfortably." For reference, the ASFA Retirement Standard defines the super balance required to achieve a comfortable retirement at age 67 as $640,000 ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... investors. Disengaged investors who are defaulted into a one-size-fits-all asset allocation, with very limited or no reference to their personal circumstances or needs. Or engaged investors, who build their own portfolios - which comes with its own risks." ...

Mayfair 101 bids for High Court appeal

JAMIE WILLIAMSON  |  THURSDAY, 13 OCT 2022
... was handed last year. In addressing the appeal of the misleading or deceptive conduct, the judge said: "The anodyne reference that the Mayfair products "like all investments" had associated risks, and the generalised reference thereafter that risks "to ...

Court dismisses Mayfair 101 appeal

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2022
... amounting to $30 million. In addressing the appeal of the misleading or deceptive conduct, the judge said: "The anodyne reference that the Mayfair products "like all investments" had associated risks, and the generalised reference thereafter that risks ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... taking a firm stance. "My view is that there is a spectrum that exists around digital advice. We also require some clear reference points around the taxonomy and various models that advice businesses can adopt," she said. Henderson said the four main ...

IPS partners to launch equity market solution

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... unhappy buying at a significant discount to today's price." Income is paid quarterly and is guaranteed regardless of the reference assets' performance. If the value of shares falls beyond this downside barrier at the conclusion of the three years, the ...

UniSuper caps future investment in fossil fuels

RACHEL ALEMBAKIS  |  FRIDAY, 16 SEP 2022
... the fund has ascertained that the carbon intensity of all pre-mixed options, including defined benefit, is below the reference benchmarks of the ASX300 and MSCI world. The fund has developed a shadow carbon price for the top 50 companies or unlisted ...

NZ Super shifts $25bn to low carbon indices

RACHEL ALEMBAKIS  |  WEDNESDAY, 14 SEP 2022
... Climate Paris Aligned Index in June, with the new benchmark taking effect on 1 July 2022. The changes apply to the fund's reference portfolio benchmark and its passive investments in global equities. The fund previously tracked a custom version of the ...

Calls for greater efforts to close gender pay, super gap

ANDREW MCKEAN  |  WEDNESDAY, 24 AUG 2022
... education levels." The ABS said the median super balance for males is $208,200 compared to just $168,000 for females. For reference, the ASFA Retirement Standard contends that the super balance required to achieve a comfortable retirement at age 67 is ...