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Showing 1371 - 1380 of 1613 results for "Recommended"

High net worth, high expectations

MICHAEL HOBBS  |  THURSDAY, 13 MAR 2008
... expertise to devise a complete investment strategy, so you need to adapt to their expectations and needs." Fielke recommended partnering with legal and auditing firms to ensure the practice could provide a complete service. "If you want a simple accounting ...

Tagliaferro hits back at downgrade

MICHAEL HOBBS  |  FRIDAY, 29 FEB 2008
... large caps team and restructure the investment teams after Zenith Investment Partners downgraded two IML funds from 'recommended' to 'approved'. Zenith Investment Partners downgraded IML's Australian Share Fund and Industrial Share Fund to 'approved' ...

Russell MM scores top marks

Russell Investor Services' multi-manager sector and diversified funds have scored a fourth consecutive 'highly recommended' rating in Lonsec's annual Multi-Manager Review. The researcher noted in its review that 'Russell draws competitive advantage ...

Dinosaur fund taxes should be scrapped: Bowen

RUTH LIEW  |  MONDAY, 25 FEB 2008
... separate taxing regime for REITs will also be scoped, along with the benefits of extending relevant aspects of the recommended tax changes to other trusts. The board should complete its review by the middle of 2009.

Count down to lower H2 revenue

RUTH LIEW  |  THURSDAY, 14 FEB 2008
... Financial managing director, Marianne Perkovic said: "Our revenue is based on our funds under advice that we have in the recommended platforms. So if the markets stay as they are or if they fall a little then the actual funds under advice would be impacted." ...

ASSET switches to Integrity

MICHAEL HOBBS  |  TUESDAY, 5 FEB 2008
... the ASSET Super mandate was the firm's third largest existing mandate. Integrity's Australian Share Fund received a 'recommended' rating from research house, Lonsec in November last year.

Investing in BRIC, food, feed and fuel

RUTH LIEW  |  THURSDAY, 31 JAN 2008
... to gain exposure to these markets through a simple investment product," said Stovold. Both funds have received a "Recommended" rating from independent research house Lonsec.

Lonsec advice pays off: Mercer

MICHAEL HOBBS  |  FRIDAY, 25 JAN 2008
A series of Mercer multi-manager funds have been upgraded from 'recommended' to 'highly recommended' by Lonsec after the Mercer team went back to the drawing board to adopt some of the researcher's feedback. Mercer's Income Plus, Growth Plus, Shares ...

GSJBWAM appoints infrastructure exec

MICHAEL HOBBS  |  THURSDAY, 17 JAN 2008
... Australian Infrastructure Wholesale Fund had received strong interest. In 2006, Lonsec awarded the fund an 'upper recommended' rating, the highest rating the research company had awarded to an infrastructure fund in Australia at the time. According to ...

The future of super

MICHAEL HOBBS  |  FRIDAY, 7 DEC 2007
... and executive are required. Otherwise, the pension fund risked becoming ineffective. On portfolio construction, he recommended pension funds use two investment strategies, a hedging approach, to deliver a set of low risk payments, and a risk strategy ...