Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1311 - 1320 of 2751 results for "Diversified"

Avoid the ETF trap: Bell Direct

EMMA RAPAPORT  |  FRIDAY, 11 AUG 2017
... issue we are now seeing emerge is an overexposure to overtly-similar passive strategies, leaving investors' poorly-diversified and their portfolio performance at risk. For every eight stocks a self-directed investor owns, at least one of these stocks ...

OneVue appoints fund services COO

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
Diversified financial services firm OneVue announced an operations executive will spearhead the growth of its fund services business. Newly appointed chief operating officer of fund services, Richard Linnegan, will lead the firms' expansion of its fund ...

First XTB 'Floater' model portfolio launched

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
... model portfolio has the potential to protect against rising rates. It also offers investors a simple way to access a diversified basket of Australian bonds with investment-grade credit rating."

Exposing the hidden risks of cash

ALEX BURKE  |  WEDNESDAY, 26 JUL 2017
... amount of profit from real estate debt and 60% of Australian direct shares are in the big four banks. "That's not well-diversified," he said. Ultimately, though, he argued that "a mix of equities and some cash presents less income risk than all or too ...

BTIM appoints industry fund executive

JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... Blayney has been with First State Super since January 2014, prior to which he spent five years at Perpetual as head of diversified strategies and portfolio manager. He has also held roles with Willis Towers Watson and Buck Consultants. Blayney will be ...

Atlantic Pacific Securities rebrands for wealth focus

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
Diversified funds management and financial advice firm Atlantic Pacific Securities is rebranding to ASR Wealth Advisers. The rebranding from APSEC to ASR Wealth Advisers (ASRW) aims to better align with the Australian Stock Report brand which is also ...

Investment managers turning to hungry retail market

ALEX BURKE  |  MONDAY, 24 JUL 2017
... to "go down the retail path" - given wrap and platform fees, sales and distribution efforts - the upside is a more diversified client base, which can be extremely important to strategies with certain capacity constraints. "In a capacity-constrained fund ...

Countplus sells off underperformers and merges firms

ALEX BURKE  |  FRIDAY, 14 JUL 2017
... enhancement" will not be a part of the group's two-year renewal, debt reduction and working capital management program. The diversified financial services firm also said it was in "advanced discussions" with multiple member firms regarding buyback terms ...

Real Asset Management embraces SMAs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... range, Real Asset Management now offers two separately managed account strategies. Available via Macquarie Wrap, RAM's Diversified Fixed Interest & Credit SMA and its Listed Interest Rate Securities SMA strategies are concentrated on tax-effective income ...

Australian Ethical awarded industry fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... by Australian Catholic Superannuation and Retirement Fund to manage the sum via its balanced fund, which offers a diversified risk profile spanning all asset classes. The $7 billion Australian Catholic Superannuation and Retirement Fund said it is responding ...