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Showing 231 - 240 of 358 results for "Senior Analyst"

Planner and investor concern hits three-year low

MARK SMITH  |  THURSDAY, 23 MAY 2013
... concern levels since the depths of the GFC, and saw both hit their lowest points in February," said Investment Trends senior analyst Recep Peker. "This ignited the appetite for growth assets among both groups." Investment Trends said the return of planners' ...

Research reveals gender gap in share appetite

MARK SMITH  |  TUESDAY, 14 MAY 2013
... share-based managed funds increased by 13% for males compared to 7% for females," CFSGAM economic and market research senior analyst Belinda Allen said. "However when it comes to the amount of additional money investors allocated to shares this rose ...

ESG RA awards Citi, Credit Suisse research

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... corporations face, said ESG RA chair Rob Fowler. Fowler recognised the dedication of Citi Research director and senior analyst Elaine Prior. "It is very pleasing to see further broadening of the issues being researched and the context in which their ...

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... wealth management consultant Cerulli Associates found that FUM in direct channel grew 9% during 2011. Roger Stamper, senior analyst at Cerulli Associates, said, "As direct providers continue to increase their advice and guidance services, they have been ...

CFSGAM appoints CIO, infra analyst

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... under management. CFSGAM also expanded the Global Listed Infrastructure team with the appointment of Pablo Kohen as senior analyst. His appointment is an answer to the increase of demand for this asset class globally. It also follows the team's inclusion ...

US advisers don't understand clients risk tolerances

ALEX DUNNIN  |  FRIDAY, 15 MAR 2013
... information, such as the client's time horizon and reactions to different market cycles," said Patrick Newcomb, senior analyst at Cerulli Associates. "In many cases, this is the only interaction before determining the risk model that parallels the appropriate ...

CFS FirstWrap regains platform top spot

MARK SMITH  |  WEDNESDAY, 13 MAR 2013
... functionality at an industry level to grow at its slowest rate for the past five years," said Investment Trends senior analyst Recep Peker. "However, even during this challenging environment Australian master trust and wrap platforms continue to evolve ...

Investor 'fear factor' lowest in 40 months

BEN COLLINS  |  TUESDAY, 12 FEB 2013
... been hovering around the 3% to 4% mark (excluding dividends) since the beginning of 2012," said Investment Trends senior analyst Recep Peker. In January, the average investor was expecting the Australian stock market to rise by 7% (excluding dividends) ...

New multi-sector portfolio manager for Perpetual

MARK STORY  |  THURSDAY, 6 DEC 2012
Perpetual Investments today announced the appointment of Robert Graham-Smith as a Portfolio Manager/Senior Analyst to its multi-sector team. Graham-Smith's arrival adds to the nine strong multi-sector investment team based in Sydney. Graham-Smith will ...

Multi-asset funds react to lack of diversification

MARK SMITH  |  MONDAY, 26 NOV 2012
... that traditional multi-asset class funds disappointed during the global financial crisis," said Stewart Gault, senior analyst at Lonsec Research. Once regarded as a 'set and forget' product, Gault explained that the GFC proved multi-asset funds to be ...