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Showing 261 - 270 of 405 results for "Model portfolio"

Wanted: Money managers that are investors not product makers

ALEX DUNNIN  |  WEDNESDAY, 2 APR 2014
In an era when many investment managers are engineering overly complex, multi-layered model-driven strategies, traditional managers focused on long term fundamentals are finding a receptive audience. "It's performance, performance, performance. It's ...

Lonsec launches ETF model portfolios for advisers

LAURA MILLAN  |  WEDNESDAY, 12 MAR 2014
Lonsec has launched five exchange traded funds (ETF) model portfolios available for advisers who want to give their clients access to low-cost diversified portfolio solutions across traditional asset classes. The portfolios cater for investors with ...

Bennelong WP creates CIO position

HARRY PAGE  |  THURSDAY, 27 FEB 2014
Bennelong Wealth Partners, has appointed George Nassios to the newly created role of chief investment officer. He will report to Bennelong Wealth Partners chief executive Fiona Rowland. Nassios was previously the chief investment officer for Deutsche ...

Ausbil appoints external auditor to investigate fund fees

LAURA MILLAN  |  WEDNESDAY, 19 FEB 2014
... detected by the AMP Advice Research team. The group immediately put the fund on hold and took it out of the Genesys model portfolio, an AMP spokesperson told Financial Standard. AMP-owned advice group Genesys offers a model portfolio to its advisers. ...

Planners not meeting SMSF trustee demands

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
... financial planner. And the only way to get me back there is to offer a try before you buy. Literally even do it on a model portfolio." Focus group participants expressed concern that planners did not have sufficient SMSF-specific expertise, and said ...

Federation added to Australian Unity platform

HARRY PAGE  |  FRIDAY, 14 FEB 2014
Federation Managed Accounts (Federation) have been added to the Australian Unity Personal Financial Services' (AU PFS) approved platform list. AU PFS chief executive officer Steve Davis said the operational structure of the platform coupled with the ...

Peters MacGregor Global Fund added to netwealth platform

MARK SMITH  |  FRIDAY, 29 NOV 2013
The Peters MacGregor Global Fund, a high conviction, bottom up and deep value global equity manager, has been added to the Netwealth platform. Founded in 1999, Peters MacGregor is a Sydney based boutique investment manager that specializes in building ...

NFP funds turning to direct investment options in droves

MARK SMITH  |  TUESDAY, 5 NOV 2013
The large majority of industry superannuation funds are looking to add direct investment options (DIOs) to their service offerings with some even considering opening the service to non-members through separate legal structures according to Lonsec Fiscal ...

DNR gets $200m IOOF mandate

ALICE URIBE  |  THURSDAY, 31 OCT 2013
... attractive feature. This level of conviction means their interests are aligned with those of our investors." The model portfolio aims to outperform the S&P/ASX 200 Accumulation Index by 4% per annum over rolling three year periods by investing in a portfolio ...

AltaVista upgrades Portfolio Builder tech tool

ALEX DUNNIN  |  THURSDAY, 24 OCT 2013
Exchange Traded Fund research group AltaVista Research has upgraded its Portfolio Builder that enables advisors to blend their own ETF Model Portfolios. Explaining how the system could be used, AltaVista said: "while the number of ETFs in Australia ...