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| | | Factor investing and sustainability go hand and hand, allowing advisers and portfolio managers to create personalised portfolios that exclude companies with poor ESG ratings, while limiting human bias. That's according to Robeco director of factor ... |
| | | | In providing a technical update, SuperConcepts general manager of technical services Peter Burgess has said many of the reforms set to impact SMSFs proposed last year are still yet to eventuate. Speaking at the 2020 SMSF Association conference, Burgess ... |
| | | | In an update to the SMSF Association conference, the Australian Financial Complaints Authority has revealed complaints about financial advice are minimal. Addressing the conference, Ian Donald and Shail Singh, both ombudsmen at AFCA, said investments ... |
| | | | ... performance ratios such as Sharpe and Sortino. That same analytical process was applied to 20 other categories across six major asset class sectors. "The Investment Leadership Awards reward investment managers that see their job as more than achieving ... |
| | | | ... markets have ignored the virus because it is not really a US problem. The Apple downgrade overnight brought it home, in a major way, to the US. Their tech monolith, the shining beacon of growth, is taking a hit." He believes investors would have bet ... |
| | | | AIA Australia, which now owns CommInsure Life, has announced that CommInsure Protection products will cease accepting new business from 31 March 2020. AIA said the move to streamline its retail advised life risk business is the next step in its integration ... |
| | | | ... product, which it said, helps advisers deliver affordable, scalable advice. "Compliance, admin and paperwork continues to be a major burden for financial advisers from a time and cost perspective, preventing them from spending more time with their clients ... |
| | | | Fund managers are being pushed into allocating more of their portfolios towards alternatives, as traditional investments continue to provide low returns, according to a new Morningstar report. The Multi Sector Wrap report examines 78 multisector funds ... |
| | | | ... to increase fees ahead of the PYS changes. AustralianSuper, HESTA, MTAA Super and VicSuper are amongst some of the other major funds to pass on an increased fee to members. The government reforms have divided the industry, with some seeing it as a positive ... |
| | | | Premiums for retail income protection policies with insurer AIA have climbed substantially over the last two years. One AIA Priority Protection policy sighted by Financial Standard had a 27% increase from 2018 to 2019 and then a 32% increase from 2019 ... |
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