Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 141 - 150 of 951 results for "Investment Portfolio"

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
Praemium's platform dedicated to the high-net-worth segment, Powerwrap, has lost $334 million in funds under administration (FUA) after a small number of financial advisers switched advice groups. The ASX-listed firm said the exit of advisers in the ...

CalSTRS investment chief announces retirement

ANDREW MCKEAN  |  FRIDAY, 12 JAN 2024
... at a low cost with an amazing diverse internal team," he said. Under Ailman's guidance, CalSTRS' investment portfolio expanded from $109.6 billion to $317.8 billion as of 30 November 2023, and has consistently ranked in the top quartile for performance. ...

Local investors continue to flock to ETFs: VanEck

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
VanEck's latest annual investor survey has found that despite volatility, most Australian investors are set to increase their investments in exchange-traded funds (ETFs) within the next six months. Additionally, around 50% of investors intend to boost ...

Hostplus ups fees on socially responsible option

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2023
... 20 years. The fund said new investments are also a factor. "In our commitment to continually improve your investment portfolio, we've introduced new investments within the SRI - Balanced option. While some of these come with higher management fees ...

JPMAM to bring more alts strategies to wholesale investors

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
... better risk-adjusted returns that alternative investments can provide as a key component of a diversified investment portfolio."

Internal teams to manage 43% of super FUM by 2043: Data

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2023
While just 17% of APRA-regulated superannuation fund under management is currently overseen by internal investment teams, it's estimated this will balloon to almost half the total FUM come 2043. Presently, about 23% of not-for-profit (NFP) super funds' ...

Super funds increasing offshore investment, currency hedging lessens: NAB

ANDREW MCKEAN  |  MONDAY, 27 NOV 2023
According to NAB's latest super insights report, funds are increasingly diversifying internationally; offshore investment allocations rose to 47.8% in 2022, up from 46.8% in the previous year. The report, which surveyed 41 funds comprising 85% of ...

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
The Betashares Australian Cash Plus Fund (managed fund) (MMKT) offers investors access to a diversified portfolio that includes Australian dollar cash and short-term money market securities. According to Betashares, most money market securities in the ...

Morningstar executive lands at ART

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
Australian Retirement Trust (ART) has nabbed a Morningstar executive who most recently spearheaded institutional portfolios and solutions at the research house. Jody Fitzgerald will join the $260 billion super fund in late January 2024 as head of investment ...

WAM launches unit trust, names RE

CHLOE WALKER  |  TUESDAY, 24 OCT 2023
... (EQT) to be responsible entity for the Wilson Asset Management Leaders Fund. The fund is an actively managed investment portfolio, comprised of 45-80 large-cap companies listed predominately on the ASX within the S&P/ASX 200 Index. To be managed by Matthew ...