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Showing 1421 - 1430 of 1714 results for "Investment Strategy"

SMSF in-house asset rules and disclosure flawed

MICHAEL HOBBS  |  MONDAY, 23 MAR 2009
... trustees more time to comply with in-house asset rules but at the same time, require them to provide a detailed investment strategy. Speaking at the SMSF Professionals' Association of Australia (SPAA) conference in Adelaide, University of NSW law academic ...

Currency cushions GFC hangover

RUTH LIEW  |  TUESDAY, 17 MAR 2009
... currency managers elect to play the carry trade, BT employs a basket of different factors when constructing its investment strategy. This includes currency momentum, where the manager predicts the movement of the Aussie dollar. "Last year that worked ...

Van Eyk enhances risk ratings

MICHAEL HOBBS  |  TUESDAY, 17 MAR 2009
... wealth generation is not in avoiding risk but to gain a better understanding of the nature of asset sector and investment strategy risks undertaken by fund managers in seeking positive returns," said Nigel Douglas, van Eyk head of investment research. ...

SimCorp upgrades risk mgmt tech

MICHAEL HOBBS  |  TUESDAY, 17 MAR 2009
... trails have been automated and the top level reconciliation functionality has been improved to ensure the investment strategy is executed using correct data. The software's new Fund FTP Server allows the user to customise their service, making the work ...

Reverse core satellite approach: van Eyk

MICHAEL HOBBS  |  MONDAY, 16 MAR 2009
Financial planners should consider reversing the traditional approach to core-satellite investment strategy and adopt an "active" core and "passive" satellite tactic in bad markets, according to van Eyk. Stephen van Eyk, van Eyk Research managing director ...

SMSFs beat the market

MICHAEL HOBBS  |  FRIDAY, 13 MAR 2009
... Engler, found the average SMSF asset allocation was not all that dissimilar to the average retail default investment strategy. The only noticeable difference Zurbrugg said was the average default investment strategy allocated 23 per cent towards international ...

ASSET Super launches TTR calculator

COMPANY RELEASE  |  WEDNESDAY, 11 MAR 2009
... takes into account inflation, investment earnings; age pension (if eligible), fees, insurance premiums, and investment strategy. "One of the key features of the Asset TTR calculator is that it's interactive at every stage, so you can work out a variety ...

Gold will rally, bonds thrive: BlackRock

RUTH LIEW  |  MONDAY, 9 MAR 2009
... counterparts - these are a few of BlackRock's top 10 market predictions for 2009. According to David Hudson, head of investment strategy and asset allocation at BlackRock, 2009 will see a tumultuous year that includes the rallying of long bonds, investment ...

Rising above the average: Fiducian

MICHELLE BALTAZAR  |  FRIDAY, 27 FEB 2009
... over $2 million. But it's the experience of Fiducian's advisers and their clients that proved a conservative investment strategy pays. The group's managing director Indy Singh recalls that they analysed many of the highly-geared, highly-structured investments ...

Westscheme spends cash

RUTH LIEW  |  TUESDAY, 24 FEB 2009
... to Howard Rosario, chief executive of the West Australian-based fund, Westscheme is rebalancing back to its investment strategy on a weekly basis. Where Westscheme has cash available for investments, the funds are put into different asset classes such ...