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Showing 111 - 120 of 202 results for "Individual Investors"

PROFILE: Blue Sky managing director Mark Sowerby

MARK SMITH  |  MONDAY, 19 OCT 2015
... investors access to a more complete range of asset classes. "What we're saying to the wholesale market and individual investors is that if you're not sure what to pick because you don't have the skillset then let us pick it for you. That's the perfect ...

Confused and confounded

BENJAMIN ONG  |  MONDAY, 28 SEP 2015
... monetary policy. Sure, the Street was disappointed, hence the adverse reaction. The American Association of Individual Investors (AAII) even put numbers on this disappointment: "...special question asked AAII members (many of whom are either near or ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... model portfolios whose asset allocation is determined externally, with discretion, by the investment manager. Individual investors, therefore, don't have as much agency over their investment portfolio as with an IMA or MDA, but retain direct or beneficial ...

Pengana and PanAgora strike new deal

DARREN SNYDER  |  THURSDAY, 27 AUG 2015
... prolonged periods of market volatility. "We are seeing a strong uptake in interest from both advisers and individual investors who are seeking ways to maintain capital and produce reasonable, risk adjusted returns in the face of a highly uncertain investment ...

It's not the when but the what happens after

BENJAMIN ONG  |  FRIDAY, 24 JUL 2015
... 38.4% in 2014; and, 47.4% this year to date....and counting. That's if the latest American Association of Individual Investors (AAII) Sentiment Survey is any guide. The AAII's survey for the week ending 22 July shows that "neutral sentiment" - expectations ...

Cbus adds property, infrastructure investment options

LAURA MILLAN  |  MONDAY, 15 JUN 2015
... and they will allow eligible members to invest in large-scale assets that they would not have access to as individual investors. The Cbus Self Managed Property option is a diversified managed portfolio of listed and unlisted commercial property, including ...

Running on neutral

BENJAMIN ONG  |  FRIDAY, 22 MAY 2015
... can count on your friendly central banker to do more. This ties in nicely with the American Association of Individual Investors' (AAII) just concluded "Sentiment Survey" (20 May) that showed "Neutral sentiment, expectations that stock prices will stay ...

XTB launch opens corporate bonds to retail

DARREN SNYDER  |  THURSDAY, 14 MAY 2015
... embedded in a financial adviser's and broker's asset class diversification models and model portfolios for individual investors," Murphy said. "Australia has long lacked a retail corporate bond market with corporates relying almost solely on the wholesale ...

Cheap talk, cheaper money

BENJAMIN ONG  |  WEDNESDAY, 15 APR 2015
... but aren't walking the talk. This is what I walk out with after poring through the American Association of Individual Investors' (AAII) sentiment and asset allocation surveys conducted in the last week of March. In its 2 April report, the AAII published ...

ETF investor numbers growing rapidly

DARREN SNYDER  |  FRIDAY, 10 APR 2015
... Low cost was the most important driver of investment in ETFs for advisers. Mirroring the growth in usage by individual investors, adviser usage of ETFs grew from 33% to 40% - the highest level to date. There are also indications significant opportunities ...