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Showing 11 - 20 of 41 results for "Share investment"

SMA usage climbs

ALEX BURKE  |  THURSDAY, 30 APR 2015
One in five (20%) financial advisers are now using separately managed accounts for investors, according to research by JBWere and Investment Trends. This is the highest level of usage recorded, indicating both the growing client preference for the transparency ...

PROFILE: Head of Australian operations at Western Asset Management Anthony Kirkham

ALICE URIBE  |  MONDAY, 21 JUL 2014
Anthony Kirkham, the country head of fixedA income giant Western Asset Management, found his calling at a young age. Alice Uribe finds out how he steers a ship that quadrupled its funds under management to $20 billion despite challenging times. Anthony ...

Telstra Super lures members with SMSF lookalike

JAMES FERNYHOUGH  |  TUESDAY, 10 SEP 2013
... are seeing SMSFs pulling out cash and looking to get better yield," he said. If this is true, Telstra's direct share investment option may be more in keeping with current trends, and may function as a better incentive for members to stay put.

Strong dollar fuels shift to unhedged intl equities

ELISE BURGESS  |  FRIDAY, 12 NOV 2010
Some financial advisers are responding to client demand for their international share investments to be unhedged. "There will be advisers looking at internationals more due to the high Australian dollar but if you are getting research that the dollar ...

HESTA hires Hermes for intl ESG

MICHAEL HOBBS  |  WEDNESDAY, 16 JUN 2010
HESTA has appointed Hermes Equity Ownership Services (EOS) to provide environmental, social and governance (ESG) research and voting services on international share investments. Hermes EOS' appointment does not impact its agreement with Regnan, which ...

Super worries plague Aussies worst

COMPANY RELEASE  |  THURSDAY, 28 JAN 2010
Superannuation is the number cause of financial worries among Australians, but many are choosing newspapers over advisers for information when making financial decisions, new CoreData figures show. CoreData surveyed 4,000 Australians and found that ...

European and Japanese funds on the outer

COMPANY RELEASE  |  TUESDAY, 19 JAN 2010
... rated 'three stars' by the firm in the prior cycle of the sector. The fall in the number of European and Japanese share investment strategies reflects a fall in demand from investors for specific exposure to those regions. In addition, a trend towards ...

SMSF intl equities allocation halves

MICHAEL HOBBS  |  TUESDAY, 28 JUL 2009
... fallen from nearly 14 per cent in December 2007 to seven per cent at the end of June 2009. International direct share investment experienced the biggest fall, dropping from just over four per cent in December 2007 to 0.4 per cent in June this year. Whereas ...

SMSFs save via industry fund schemes

CHRIS NICHOLLS  |  THURSDAY, 22 NOV 2007
Industry super funds' direct share investment options are tempting some self managed super funds (SMSFs) to rollover their accounts to save themselves the administration burdens and still keep the flexibility. Julie Lander, CARE Super chief executive ...

Planners test new share trading blueprint

CHRIS NICHOLLS  |  FRIDAY, 19 OCT 2007
... services provider APA Financial Services have joined to introduce a new Separately Managed Account (SMA) and direct share investment service. The new SMA product, due by December, will allow advisers to customise the model to suit them, allowing advisers ...