Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 281 - 290 of 303 results for "Model portfolios"

Vivid signs on Financial Simplicity

RUTH LIEW  |  TUESDAY, 29 JUL 2008
... us a scalable business model to work with. It will allow us to rebalance client preferences, and rebalance our model portfolios across all the client portfolios rather than looking at just a single client in isolation. "This means we can add new funds ...

Aviva outsources to S&P

MICHAEL HOBBS  |  THURSDAY, 10 JUL 2008
... even further value to Navigator users, who will now have access to sector views, regular research updates and 13 model portfolios, including half yearly commentary and reporting," he said.

Ex-Allianz Global retail head joins S&P

RUTH LIEW  |  THURSDAY, 10 JUL 2008
... further value to Navigator users, who will now have access to sector views, regular research updates, and 13 model portfolios, including half-yearly commentary and reporting," said Shane Hawke, Aviva research manager in a statement.

Netwealth hatches baby wrap

MICHAEL HOBBS  |  FRIDAY, 4 JUL 2008
... it did not use a mandate structure. In addition, the Investor Rewards Program also includes a choice of three model portfolios which have been created by the firm. Each model portfolio uses three netwealth multi manager diversified options at its core ...

RARE appoints ex-Fidelity as retail head

MICHAEL HOBBS  |  MONDAY, 28 APR 2008
... with Zenith awarding the RARE Infrastructure Value Fund a "Recommended" rating - as well as putting on their model portfolios - whilst Standard & Poor's have awarded the fund a four star rating." Established in 2006, RARE Infrastructure has $800 million ...

S&P expands research team

MICHAEL HOBBS  |  FRIDAY, 18 APR 2008
... (AWM) for three years, reviewing investments across all asset classes and compiling approved product lists and model portfolios for the Bridges and WealthManager financial advisers. Before working at AWM, Fook spent five years as a financial planner ...

Managed accounts expands asset mix

... signing the dotted line. Heather also recommends that a planner should keep the number of portfolio managers or model portfolios to a bare minimum. "When you're appointing managers, I think what you're trying to do is get down to the minimum number of ...

Franklin Templeton launches EM fund

RUTH LIEW  |  TUESDAY, 8 APR 2008
... in Australia Adam Quaife said "the role of emerging market economies has grown significantly and can provide model portfolios with an additional alpha source." The firm practices a bottom-up stock selection process and a "value investment philosophy" ...

S&P recruits IOOF exec after Ibbetson's exit

RUTH LIEW  |  FRIDAY, 14 MAR 2008
... groups. At IOOF, O'Connor was responsible for the analysis of approved product lists, maintaining managed fund model portfolios and working on the firm's multi-manager funds. He also chairs the investment committee of IOOF's financial planner group Consultum ...

To tailor or not to tailor

CHRIS NICHOLLS  |  WEDNESDAY, 3 OCT 2007
... system [of unstructured, ad-hoc portfolios]?" he said. He suggested planners needed to stick more tightly to their model portfolios, rather than chase every client. "If you construct model portfolios, at least then you have a regulated system that (sic) ...