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Showing 1241 - 1250 of 2751 results for "Diversified"

Grant Thornton adds financial services partner

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
... the financial services industry will be a great addition to the team and benefit to clients. In September 2017, the diversified advisory and wealth management firm merged with Melbourne-based GNC Group Consulting in an effort to further build on its ...

Acorns Australia restructures after $150m milestone

ALEX BURKE  |  WEDNESDAY, 31 JAN 2018
... co-contribution payment when making additional top-ups. In June last year, Acorns then introduced the Emerald Portfolio: a diversified portfolio of equities, bonds and cash with an environmental, social and corporate governance overlay. It has exposure ...

JANA wins $30bn public sector mandate

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... pleased with the high quality of tenders from participating firms. "JANA is an organisation that has an extensive and diversified client base, and is well placed to serve the evolving needs of Funds SA and contribute to investment outcomes for our clients. ...

Future Fund manager joins Fidante

ALEX BURKE  |  TUESDAY, 30 JAN 2018
... liquidity and capital preservation, with minimal credit risk and no leverage. We believe it can play an important role in diversified portfolios, especially at a time when returns available from conventional fixed income performance drivers are low." ...

Lead portfolio manager named for new international LIC

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
... delighted that she will lead WAM Global and provide investors with an outstanding opportunity to gain access to a diversified portfolio of undervalued international growth companies," Wilson said. Burns said: "Working as an analyst with Geoff, I helped ...

Praemium SMAs go global

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2018
... tax efficiencies and cost savings that managed accounts offer. This provides advisers with the ultimate choice in diversified portfolios backed by first-class reporting and performance analysis." Arnhem Global portfolio manager Theo Maas said the investment ...

Derivatives costly and ineffective: Research

KARREN VERGARA  |  MONDAY, 29 JAN 2018
... pricing, Armitage said. For example, with the ability to create custom synthetic option strategies over lower-risk diversified portfolios (as opposed to purchasing high-cost equity options), funds are learning downside protection may be cheaper than ...

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
... services to our wholesale and sophisticated clients." "This appointment is in line with our commitment to provide diversified asset offerings. This along with our 'high touch' super administration (Clime Super) ensures we have a range of investment products ...

Phone leads life insurance sales: Roy Morgan

KARREN VERGARA  |  MONDAY, 22 JAN 2018
... preference for obtaining life insurance and as a result it is important to take this into account when marketing to such a diversified group."

Alternative beta corresponds with adviser risk concerns

DARREN SNYDER  |  WEDNESDAY, 17 JAN 2018
... to traditional asset classes." Demand for the CFM IS Trends Trust (CFM IS Trends), which offers investors a global, diversified exposure to long-term trend following strategies, has been growing steadily since it was launched in Australia in July 2017. ...