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Showing 121 - 130 of 155 results for "White Paper"

AXA IM includes ESG in smart beta offering

JAMES FERNYHOUGH  |  TUESDAY, 18 MAR 2014
... option, which was launched 18 months ago. AXA IM's promotion of its new offering comes after the publication of a white paper that explains how smart beta and ESG investment strategies can complement one another. In the introduction, the paper argues ...

Stakeholders form retirement panel to assist advisers

LAURA MILLAN  |  THURSDAY, 24 OCT 2013
Industry stakeholders have formed a Panel for Retirement that will assist advisers in meeting the investment needs of their clients through white papers and research. The panel is formed by Lonsec Research, Milliman, BT Investment Management, Colonial ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... age of internet, face to face meetings are still the clients' preferred system to communicate with advisers. An AFA white paper revealed that, while all generations want to meet with their advisers face to face, the difference lies in what kind of meeting ...

Breaking Australia's love affair with the lump sum

JAMES FERNYHOUGH  |  MONDAY, 29 JUL 2013
... put a huge strain on the Age Pension. This is a collective problem, and the solution will require consensus. ASFA's White Paper published in May 2013 suggests a solution is reachable. A move - compulsory or voluntary - away from lump sums, and an increase ...

AQUA II poses a challenge to wraps

JAMES FERNYHOUGH  |  MONDAY, 17 JUN 2013
... regulations." But how do the big platforms feel about the AMFS? In March of 2012, Tria Investment Partners published a white paper on the AMFS, in which they said, "Some large established players have a lot to lose from AQUA II success and it cannot ...

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
... engage their clients about their retirement objectives. The announcement follows the 2012 release of a jointly authored white paper, which presented the current financial advice model serving retirees as suboptimal and challenged commonly used approaches ...

Govt could handcuff SMSFs

MARK SMITH  |  WEDNESDAY, 8 MAY 2013
... risk of it facing unexpected pension liabilities. That is the view expressed by Arnhem Investment Management in a new white paper exploring possible future trends within the wealth management industry. It said the tendency for members within the rapidly ...

Instos turning to indexing strats for alternatives

MARK SMITH  |  MONDAY, 29 APR 2013
... alternative indexes, six in 10 have increased their allocation over the past two years. The survey forms the basis of the white paper, The New Active Decision in Beta Managemen t, which profiles how early adopters of alternative indexes are using the ...

Co-operation key to avoiding pain from ASIC

MARK SMITH  |  THURSDAY, 21 FEB 2013
... manageable occurrences," she said. "If in doubt, report it!" The Fold recently released When to Hold and When to Fold, a White Paper designed to help financial services businesses on the receiving end of an ASIC notice.

Baby boomers stagger blindfold into retirement: REST

MARK STORY  |  TUESDAY, 22 JAN 2013
... release by industry super heavyweight REST Industry Super today. Dubbed The Journey Begins, the REST-commissioned white paper - based on the attitudes of 1,200 Australians approaching retirement - reveals a massive disconnect between what baby boomers ...