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| | | ... for shareholders" and anticipated that Selfwealth customers would benefit from Syfe's commitment to technology-led diversified wealth solutions. She said it represents an opportune time for shareholders to crystallise the value of their investment in ... |
| | | | ... flagship strategy, the ECCM Systemic Trend Fund, capitalises on directional price trends across a portfolio of over 70 diversified and liquid global futures markets, including equity indices, foreign exchange, fixed income and commodities. ECCM aims ... |
| | | | ... of the SMF will be found," Alvarez & Marsal said. KAM invested a significant amount of SMF funds into the Advantage Diversified Property Fund (ADPF). "The ADPF has in turn made a number of loans to various special purpose vehicles in relation to potential ... |
| | | | ... funds. The new Income Asset Management (IAM) offering provides private clients, SMSF investors, and financial advisers diversified exposure to high-quality debt with stable yields comparable to maturing ASX-listed hybrids, it said. The focus on syndicated ... |
| | | | ... Fund in Australia. The new strategy aims to generate long-term returns for Australian wholesale investors through a diversified portfolio of approximately 500 emerging market companies. This is coupled with Acadian's systematic style of investing ... |
| | | | ... which commissioned research from the University of Adelaide, begged to differ. Its research found that SMSFs with a diversified asset allocation see improved investment performance compared to APRA-regulated funds once balances reach $200,000. Webull ... |
| | | | ... indicating a "heightened awareness" of compliance requirements and operational challenges that accompany "complex, diversified portfolios." To monitor these risk metrics, institutions use a range of techniques, with risk analysis leading the way. Nearly ... |
| | | | ... established an impact investment business. As head of portfolio management at the lender, Simpson managed a suite of diversified investment funds and an impact investment platform for wholesale and institutional clients. Before that, the sustainability ... |
| | | | ... quarter, claiming that the April data remain strong despite volatility. "Our revenue base is highly recurring and well diversified across customer segments products and revenue sources," Netwealth said. "We expect the strong adoption of managed accounts ... |
| | | | ... stretch that's favoured equities, particularly passive strategies, which hasn't bode well for active management or diversified portfolios, the tide is beginning to turn, according to Cbus deputy chief investment officer Leigh Gavin. Gavin said conditions ... |
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