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Showing 261 - 270 of 943 results for "Investment Portfolio"

Resolution Capital adds infrastructure fund

JAMIE WILLIAMSON  |  TUESDAY, 5 OCT 2021
The Pinnacle boutique is celebrating the launch of its new global listed infrastructure offering. The Resolution Capital Global Listed Infrastructure Fund sees Resolution Capital's stable of funds expanded to seven and is led by portfolio managers ...

Vanguard cuts fees

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... the key function of bonds in a well-diversified portfolio. As a defensive asset, bonds serve to cushion an investment portfolio and can help smooth out an otherwise anxiety-inducing ride during periods of market volatility," Reedman said. "And if there ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
Morningstar appointed an advice executive, who previously led Matrix Planning Solutions, to lead its research and investment advisory business lines. Rick Di Cristoforo has been appointed director of research products. In his new role, Di Cristoforo ...

MSCI launches implied temperature tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
MSCI has launched an implied temperature tool, which will assess how companies are aligning with global temperature targets as the effects of climate change are felt. The Implied Temperature Rise solution will provide investors with data to map how ...

Australia ranked seventh for retirement wellbeing

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
... head Louise Watson said. "Working with their superannuation fund and a financial adviser who can tailor an investment portfolio to their needs and goals can highlight strategies investors may not have considered."

Charter Hall profit, inflows rise

ANNABELLE DICKSON  |  MONDAY, 23 AUG 2021
... billion in wholesale partnerships, $1.1 billion in direct managed funds and $659 in listed funds. The property investment portfolio increased by 18.8% to $2.4 billion and generated a 15% total property investment return. No single asset represents more ...

Fiducian's FUA inches to $4bn

KARREN VERGARA  |  MONDAY, 16 AUG 2021
... offering a superannuation platform that enables the member, in conjunction with their adviser, to construct an investment portfolio to suit their particular needs," he said. The average age of members is 62, while the average account balance is about ...

Challenger chief executive to step down

KARREN VERGARA  |  TUESDAY, 10 AUG 2021
... distribution channels and product offering is working, Howes said. "Following our decision to reposition the investment portfolio during the early stages of the pandemic, as flagged, we gradually deployed significant cash balances into higher returning ...

Frontier welcomes family office specialist

JAMIE WILLIAMSON  |  THURSDAY, 29 JUL 2021
The asset consultant is adding a new senior consultant to boost the firm's family office knowledge. Meirine Giggins is joining Frontier's growing 'non-super' business, bringing over two decades of experience working with family offices and endowment ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...