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Showing 241 - 250 of 943 results for "Investment Portfolio"

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
... Findex's financial advice and risk insurance business including advice operations, compliance processes, and investment portfolio strategy development. "We're delighted to partner with Findex to support its strategy of delivering technology-enabled ...

New study on precious metal hedge

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
New research has taken a fresh look at the often-debated topic of how precious metals act as a hedge and/or diversifier in equity portfolios. Jose Arreola Hernandez from Rennes School of Business in France and Sang Hoon Kang and Seong-Min Yoon from ...

AustralianSuper appoints to advisory team

ELIZABETH MCARTHUR  |  THURSDAY, 3 FEB 2022
... criteria for successful long-term investment, and the opportunities and challenges of developing a global investment portfolio. Eloy will contribute significantly to the successful growth of the fund's global investment program." Lindeijer added: "AustralianSuper ...

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
... customers through a simple fact-find and then uses algorithm calculators to allocate or suggest a suitable investment portfolio. Meanwhile, digital advice can be used to refer to the digital enablement of advice delivery. It can include delivery of personal ...

Advised clients' major concerns in 2022

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
... out there," she said. Another theme Turner pointed out is clients embracing the near 20% superannuation and investment portfolio returns over the last 12 months. "My existing clients are obviously aware through our ongoing relationship and education ...

CBA Group Super overhauls service providers

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
The contracts for administration, custody and financial advice services at Commonwealth Bank Group Superannuation will soon be handed over to new providers, ending some long-standing relationships. A spokesperson for the super fund confirmed to Financial ...

Former BT executive assumes CIO role

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... head of advance asset management between December 2008 and June 2016. He then moved on to manage Suncorp's investment portfolio for the next two years. Farrell is currently on the board of E&P Financial Group's investment committee, formerly known as ...

Sunsuper ESG expert in new global role

JAMIE WILLIAMSON  |  TUESDAY, 14 DEC 2021
Australian Retirement Trust, the entity Sunsuper and QSuper will form next year, is on the hunt for a head of responsible investments as one of the most likely candidates takes on a newly created role with Eastspring Investments. Stuart Wilson has been ...

State Super sets net zero targets

JAMIE WILLIAMSON  |  MONDAY, 13 DEC 2021
... the climate change risk management strategy announced today, and the net zero objective for State Super's investment portfolio, are aligned with the best interests of our members and their risk-adjusted returns," he said. "Importantly, many of our members ...

Domestic bias swells for HNWIs

KARREN VERGARA  |  MONDAY, 13 DEC 2021
Cash, and local equities and property continue to be the preferred asset classes of the rich, according to a new report. High-net-worth individuals' love affair with domestic shares jumped from 56.4% three years ago to 73.4% in 2021, Crestone Wealth ...