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Showing 191 - 200 of 404 results for "Model portfolio"

Super inefficiencies coming to the fore

DARREN SNYDER  |  TUESDAY, 20 SEP 2016
Blunt messages are being sent to the Productivity Commission as it prepares to conduct its comprehensive review of superannuation's competitiveness and efficiency. Responding to the Commission's recent draft measurement framework, the Australian Centre ...

ACBC launches additional XTB model portfolios

JAMIE WILLIAMSON  |  TUESDAY, 30 AUG 2016
... Australian Corporate Bond Company (ACBC) has launched two additional model portfolios. The new Concentrated High-Yield Model Portfolio continues the philosophy of the High Yield Model Portfolio which was launched last month, is designed for investors ...

Insurers face significant asset risk charges from downgrade

KERRIE SYDEE  |  TUESDAY, 30 AUG 2016
... LAGIC rules to account for a downgrade. However, in the absence of any adjustment, we have conducted analysis on a model portfolio to assess the potential outcomes for Life and General Insurers should a downgrade occur." Nikko AM examined the potential ...

AB fund added to three platforms

KERRIE SYDEE  |  TUESDAY, 23 AUG 2016
... added to three investment platforms, following strong endorsement from Lonsec. Since its inclusion in the Lonsec model portfolio, the fund has been added to the BT Wrap, HUB24 and Powerwrap platforms. Lonsec confirmed the fund's 'Recommended' rating ...

ANZ partners with Mercer for retiree portfolios

ALEX BURKE  |  THURSDAY, 18 AUG 2016
ANZ Wealth has partnered with Mercer to develop new model portfolios for retirees. The portfolios will be distributed via ANZ Wealth aligned licensees and focus on diversification across asset classes. Each is based on a particular investment objective ...

Non-super investments increasing sophisticated strategies

DARREN SNYDER  |  THURSDAY, 11 AUG 2016
... dollars - up by more than four times," the report said. "Wrap platforms, including separately-managed accounts and model portfolio products, will be the fast-growing personal investment segment with its market share growing from 3.2% to 7.8% by June ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
Lonsec research has launched an upgraded version of its iRate platform, providing financial advisers with a new selection of tools and capabilities to aid their investment analysis. The new iRate platform is designed to provide advisers with significant ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
Leading managed account specialist, Implemented Portfolios has launched a branded individually managed account (IMA) service. The IMA solution allows Australian financial advisers and licensees to white-label the Implemented Portfolios IMA technology ...

Shaw and Partners joins forces with Praemium

ALEX BURKE  |  THURSDAY, 4 AUG 2016
Shaw and Partners and Praemium have partnered to deliver a managed account solution for clients. The solution consists of two investment model portfolios under a separately managed account (SMA) structure. One allocates exclusively to Australian equities ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
The rise of exchange-traded funds is one of the most remarkable growth stories in Australian financial services, and self-managed superannuation funds are going to lead its future. State Street Global Advisors head of portfolio strategists Asia-Pacific ...