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Showing 1391 - 1400 of 1541 results for "Goals"

Implemented Portfolios adds four practices

RUTH LIEW  |  FRIDAY, 2 JUL 2010
... fund (ETF) portfolios to clients. The firm's strategy will focus on investors' individual risk tolerance and investment goals, rather than specific benchmarks.

Centrepoint and PIS merger agreement changed

MICHAEL HOBBS  |  MONDAY, 28 JUN 2010
... board when the note is executed and a shareholder agreement is completed. The shareholder agreement will detail short-term goals and develop an implementation sub-committee of the PIS board to be chaired by Tony Robinson, managing director at Centrepoint. ...

Back to basics key to planners successs

RUTH LIEW  |  WEDNESDAY, 23 JUN 2010
... includes accurate job descriptions and key performance indicators for all staff that are clearly linked to achieving business goals. Despite these fairly basic strategies, the study found more than 60 per cent of boutique firms do not have KPIs in place ...

GVI launches unhedged global industrial fund

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
... "Therefore, investors can take into consideration their short-term tactical view as well as their longer-term strategic goals. "Being an Australian investor and having overseas investments unhedged would have provided a better outcome during the equity ...

J.P. Morgan strengthens local derivatives hub

MICHAEL HOBBS  |  WEDNESDAY, 26 MAY 2010
... instruments and what role they play in clients portfolios, firms are still using OTCs as an effective way to achieve their goals," he said. "They're looking for greater transparency and more confidence in those instruments in the portfolio." Separately ...

Paragem targets practices with portfolio service

PRESS RELEASE  |  THURSDAY, 6 MAY 2010
... "Implemented Portfolios will not focus on specific benchmarks but will look at investors' individual risk tolerance and investment goals," said Haynes. "This structure overcomes concern by planners that funds managers manage their business risk before ...

Rules, rules, rules

BENJAMIN ONG  |  THURSDAY, 22 APR 2010
... very easy to pass tough regulations. But it would be premature to judge whether or not such reforms would truly achieve the goals they were intended. Moses' Ten Commandments had been with us for thousands of years... all ten have been broken.

Make a pledge to grow your super

RUTH LIEW  |  MONDAY, 22 MAR 2010
... pledge. Members will be sent a congratulatory email should they succeed in meeting their pledge, or be reminded to meet their goals as the 30 June deadline draws near. "The tool is proving to be effective, it's another way to engage members, and some ...

ING buys 20pc stake in Fortnum

PRESS RELEASE  |  THURSDAY, 11 MAR 2010
... deal would provide scale benefit and aligns the growth aspirations announced by RI. "This deal... boosts RI's five year goals in terms of growth and prosperity," said Campbell.

Women on top of SMSFs

RUTH LIEW  |  FRIDAY, 12 FEB 2010
SMSFs are meeting two of the Government's top goals in super - getting more members to take an active role in their retirement savings and getting more women involved, argue industry experts. Product providers new to the industry should understand the ...