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Showing 131 - 140 of 302 results for "model portfolios"

Planning firm to launch Netwealth private label

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... the firm is delighted with the partnership. "We're excited to be offering out clients a range of contemporary model portfolios, with Zenith employing a dynamic asset allocation with their best research ideas for active managers," Thwaites said. Having ...

RI Advice launches retirement planning toolkit

ALEX BURKE  |  THURSDAY, 15 DEC 2016
... dealer group said its new product complements a three-year strategy which also included retirement income-focused model portfolios designed by ANZ. To boost awareness of the toolkit, RI also partnered with not-for-profit retiree association Probus, which ...

Lonsec adds AB fund to portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
AllianceBernstein's AB Managed Volatility Equities Fund has been added to Lonsec's core model portfolios. The firm is delighted with the recognition, with AB chief executive - Australia, Jen Driscoll saying it highlights the excellent performance of ...

AMP and Zenith portfolios add global bond fund

ALEX BURKE  |  TUESDAY, 22 NOV 2016
AMP North and Zenith model portfolios have added a global bond fund. The Payden Global Income Opportunities Fund, distributed by Grant Samuel Funds Management, is an unconstrained global fixed income fund and is based on Payden's absolute return strategy. ...

Japanese bank Nomura ups ante in robo-advice

MICHELLE BALTAZAR  |  THURSDAY, 17 NOV 2016
... its suite of fund products and investment advisor network. As the name suggests, Nomura Goal-based recommends model portfolios based on the investor's answers to a series of questions relating to their financial situation and goals. But unlike other ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
... values are translated into your investment portfolio. Many dealer groups and family offices already have SRI/ESG model portfolios that have demonstrated positive social outcomes with exceptional performance," Gunesekera says. Vice president, scientific ...

The changing role of ETF model portfolios

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... strategy & research, APAC investment solutions group at SSGA, Thomas Poullaouec said there are four key benefits of model portfolios for financial advisers and their clients, including investment recommendations, implementation and knowledge transfer. ...

Lonsec offloads broking business

JAMIE WILLIAMSON  |  TUESDAY, 11 OCT 2016
... acquired the broking arm which will continue to provide clients with exclusive access to Lonsec's direct equity model portfolios and its ASX200 equity research service. Lonsec sold the business as part of a strategy to intensify its commitment to innovation ...

Franklin Templeton fund receives ratings upgrade

KERRIE SYDEE  |  FRIDAY, 30 SEP 2016
... fixed income space." The Franklin Templeton Global Aggregate Bond Fund was added to Lonsec Consulting's core model portfolios earlier in 2016 and has received a 'Recommended' rating from Zenith.

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... should be." The SMAs mark the first opportunity to invest with Marcus Today; however the company has offered model portfolios for several years, with the Marcus Today Growth Portfolio achieving an average annual return of 11.2% over the last 3 years ...