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Showing 2241 - 2250 of 5520 results for "Class"

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... pivoting away from fixed interest and toward alternatives, the question becomes if this relatively non-traditional asset class is suitable or fit for purpose for retail clients. The definition for alternatives can stretch a "mile wide", Martel says. ...

High net worths want more: Research

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
... platform to ensure we can facilitate access. "On average, 14% of Powerwrap's HNW investor portfolios are held in this asset class and given the current climate we expect this asset class to continue to represent a significant proportion of portfolios ...

Global ETF industry hits record high

ELIZA BAVIN  |  FRIDAY, 8 NOV 2019
... three-to-one in the September quarter." BetaShares said continuing the trend from previous quarters; the fixed income asset class received the highest inflows, with 45% of total inflows, however significantly less than the 61% seen in the previous quarter. ...

Plato hires from Macquarie quant team

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
... over six years. Plato head of long/short strategies David Allen said: "In the information age, data is the new oil." "World-class quantitative analysts like Charles are critical to help harness this data and deliver excellent returns for investors." ...

APRA begins super data transformation efforts

HARRISON WORLEY  |  FRIDAY, 8 NOV 2019
... industry needs to take some responsibility for the difficulties, noting its lack of agreement across areas such as asset class definitions had hampered the regulator's ability to make meaningful industry-wide comparisons. APRA released a discussion paper ...

BT shuts down two funds

KANIKA SOOD  |  THURSDAY, 7 NOV 2019
BT Financial Group has shut down a $670 million global property fund and a $293 million Asian shares fund, as it sees them unsuitable for retail investors. The bigger of the two funds, Advance Global Property Fund was managed by Principal Global Investors ...

Pengana to acquire stake in US firm

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
... Pengana team on building out the firm and ensuring long-term sustainability. Global Small Caps is a highly sought after asset class, with very few fund managers having substantial experience and long-term track records," Zell said. "In the current late ...

Is EM an investor's saving grace?

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
... many investors feeling the pinch. Speaking at the Fidelity Emerging Markets Adviser Forum in Sydney, Fidelity's cross asset class specialist Anthony Doyle said the closer Australia gets to zero rates the closer investors get to lower yields. "It is no ...

Global firm secures $500m mandate

ELIZA BAVIN  |  THURSDAY, 7 NOV 2019
... institutional business, Charles Levinge said the mandate will see the PARI strategy sit within Rest's absolute return asset class. "The key focus of the PARI strategy is on downside risk protection - with low correlation to equities, bonds and mainstream ...

Advice practices urged to contact ombudsman

ELIZABETH MCARTHUR  |  WEDNESDAY, 6 NOV 2019
... being pushed out by financial advice licensees. Recent news about changes to AMP's Buyer of Last Resort agreements and a class action mounted against AMP Financial Planning appear to have gotten the attention of the ombudsman. "Following recent media ...