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Showing 151 - 160 of 388 results for "ERI"

Equity factor investing undergoes further examination

DARREN SNYDER  |  MONDAY, 29 JAN 2018
... to better control the risks associated with dynamic equity factor investing, according to latest EDHEC-Risk Institute and ERI Scientific Beta research. Between June and September 2017, more than 110 global investment professionals were surveyed on the ...

J.P. Morgan winds up global equities fund

ALEX BURKE  |  TUESDAY, 9 JAN 2018
J.P. Morgan has requested the responsible entity of one of its global equity products to terminate the fund and distribute net proceeds to unitholders. The JPMorgan Global Income Fund was launched in December 2013 and, based on Rainmaker data, had about ...

Former SMSF Association chief joins CEFC board

KARREN VERGARA  |  MONDAY, 8 JAN 2018
A former Self-Managed Superannuation Fund Association chief executive will join the Clean Energy Finance Corporation board on February 1. Minister for the Environment and Energy Josh Frydenberg and Minister for Finance Mathias Corman announced Andrea ...

Markets prompt adviser asset allocation review: Research

KARREN VERGARA  |  THURSDAY, 19 OCT 2017
Extreme market conditions are forcing most advisers to reassess client portfolios and consider alternative investment options, latest survey data reveals. About two-thirds (63%) of 200 financial advisers canvassed in Russell Investments' Australian ...

Chinese wealth firm takes stake in investment platform

ALEX BURKE  |  WEDNESDAY, 18 OCT 2017
A Melbourne-based Chinese wealth management firm has invested $1.4 million in an Australian wholesale investment platform, making it the platform's third-largest shareholder. BMY Group now sits behind Invesco and founder Steve Torso as the leading shareholders ...

Industry researcher praises Fidelity fee overhaul

ALEX BURKE  |  FRIDAY, 6 OCT 2017
... diminished focus on product quality. This, in turn, leads managers to eschew quality products in favour of a "price war." EDHEC's ERI Scientific Beta chief executive Noel Amenc, though, argued that Fidelity could have taken the variable fee model even ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
Indicating a rise in the number of women opting for a career in financial planning, four of the six finalists for the 2017 Association of Financial Advisers' Rising Star of the Year Award are female. The accolade - which is presented in partnership ...

CommSec and CFS combine tech strengths

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
Financial advisers now have a new means of managing their high-net-worth and SMSF client investments with CommSec Adviser Services and Colonial First State coming together to launch a one-stop-shop portfolio service. Targeting advisers with HNW clients ...

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
ANZ Wealth is encouraging financial advisers of all ages to apply for the AFA Rising Star Award, saying there is a misbelief that it only seeks to recognise young advisers. Speaking to Financial Standard, ANZ Wealth head of sales Don Sillar said there ...

MetLife restructures US and UK operations

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
Global life insurer MetLife will cease to write individual insurance policies in the United States, having established a new firm to house its domestic retail life and annuity insurance divisions. MetLife received final regulatory approval from the ...