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Showing 111 - 120 of 277 results for "Model portfolios"

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
... values are translated into your investment portfolio. Many dealer groups and family offices already have SRI/ESG model portfolios that have demonstrated positive social outcomes with exceptional performance," Gunesekera says. Vice president, scientific ...

The changing role of ETF model portfolios

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... strategy & research, APAC investment solutions group at SSGA, Thomas Poullaouec said there are four key benefits of model portfolios for financial advisers and their clients, including investment recommendations, implementation and knowledge transfer. ...

Lonsec offloads broking business

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
... acquired the broking arm which will continue to provide clients with exclusive access to Lonsec's direct equity model portfolios and its ASX200 equity research service. Lonsec sold the business as part of a strategy to intensify its commitment to innovation ...

Franklin Templeton fund receives ratings upgrade

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
... fixed income space." The Franklin Templeton Global Aggregate Bond Fund was added to Lonsec Consulting's core model portfolios earlier in 2016 and has received a 'Recommended' rating from Zenith.

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... should be." The SMAs mark the first opportunity to invest with Marcus Today; however the company has offered model portfolios for several years, with the Marcus Today Growth Portfolio achieving an average annual return of 11.2% over the last 3 years ...

Saxo open to tech collaborations

DARREN SNYDER  |  WEDNESDAY, 21 SEP 2016
... Schuberg said Rivkin has used the money management platform to deliver momentum and mean reversion strategies for model portfolios in the retail space. "For a client to align their outcomes with us, we took our Rivkin Global Advice platform and coupled ...

Super inefficiencies coming to the fore

DARREN SNYDER  |  TUESDAY, 20 SEP 2016
... inconsistencies between how super trustees currently report investment performances - especially amongst presumably similar model portfolios - leads to a higher cost to serve or provide advice to their client superannuation members. There is no current ...

ACBC launches additional XTB model portfolios

JAMIE WILLIAMSON  |  TUESDAY, 30 AUG 2016
Exchange traded bond provider Australian Corporate Bond Company (ACBC) has launched two additional model portfolios. The new Concentrated High-Yield Model Portfolio continues the philosophy of the High Yield Model Portfolio which was launched last month ...

AB fund added to three platforms

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... the fund in September 2015. "Lonsec's decision to include the Fund as a core equity offering in its notional model portfolios is a very positive development both for the Fund and for AB's growing presence in the Australian retail market," said Jen Driscoll ...

ANZ partners with Mercer for retiree portfolios

ALEX BURKE  |  THURSDAY, 18 AUG 2016
ANZ Wealth has partnered with Mercer to develop new model portfolios for retirees. The portfolios will be distributed via ANZ Wealth aligned licensees and focus on diversification across asset classes. Each is based on a particular investment objective ...