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Showing 231 - 240 of 280 results for "Box"

CFS eyes fundamental indexing

RUTH LIEW  |  TUESDAY, 14 OCT 2008
Colonial First State has partnered with US-based fundamental indexing experts Research Affiliates in a bid to upgrade its multi manager portfolio. CFS will soon unveil a new subsidiary, Realindex Investments, which will have the exclusive right to use ...

CHOICE selects top FHSAs

MICHELLE BALTAZAR  |  WEDNESDAY, 1 OCT 2008
AMP Bank, NSW Teachers Credit Union (NTCU) and Victorian Teachers Credit Union (VTCU) are the three institutions that received the thumbs up in a new report on First Home Savers Accounts (FHSAs) by consumer body CHOICE. FHSAs are deposit savings accounts ...

Green advice is not a stretch: Brisbane

MICHAEL HOBBS  |  FRIDAY, 26 SEP 2008
... assess their approach. "We only use managed funds and if that's going to be your approach don't get too involved in a tick box approach to what the client wants and doesn't want, just give them time to give you the major issues they're concerned with," ...

Climate change funds tick all the boxes

ALEX DUNNIN  |  WEDNESDAY, 17 SEP 2008
Dow Jones' decision to remove AGL from its Sustainability World Index (DJSWI) illustrates the overlap that now exists between infrastructure investments, traditional and alternative energy and sustainable investments. AGL was recently removed from the ...

Cuscal targets super as profit soars

RUTH LIEW  |  TUESDAY, 9 SEP 2008
... Cuscal's product suite, securing new clients and heightened acquisition activity. "Cuscal is aiming to become a 'bank in a box' - offering a local outsourced solution for products and services a financial institution would need to operate in the Australian ...

Time out for specialist funds

WWW.THESHEET.COM  |  FRIDAY, 22 AUG 2008
... for funding. You had some certainty about the asset and the way the fund would be structured. "Then we moved to the black box approach, where we were asked to put money into a fund without any certainty about how it would be invested. Last year we counted ...

MLC adopts straight through processing

RUTH LIEW  |  TUESDAY, 27 MAY 2008
Faster online applications? Tick. Easy navigation? Tick. Straight through processing (STP) features? Tick. MLC has unveiled a new website that it believes checks all the boxes for adviser functionality. One key element of the new website is its STP ...

UN PRI needs public reporting

MICHAEL HOBBS  |  MONDAY, 26 MAY 2008
... mandate a public reporting system on the adoption of responsible investing policies to avoid the process becoming just another box ticking exercise, according to a leading environmental management and public policy expert. Rory Sullivan, head of investor ...

Cut PDS to less than 20 pages: study

MICHAEL HOBBS  |  FRIDAY, 9 MAY 2008
Research commissioned by the Investment and Financial Services Association (IFSA) has revealed that superannuation product disclosure statements (PDS) under 20 pages long are the most effective way to present information to investors. The research conducted ...

Getting ethics back on track

RUTH LIEW  |  FRIDAY, 18 APR 2008
Good advice? Check. Good investments? Check. Ethics? Hmmm. A US-based financial advice expert said ethics is the third often overlooked plank of a successful business. Speaking at the Million Dollar Round Table (MDRT) conference in Sydney yesterday ...