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Showing 11 - 20 of 47 results for %22Beyond Ratings%22

Morningstar creates carbon risk investment tool

DARREN SNYDER  |  WEDNESDAY, 2 MAY 2018
... carbon exposure across 30,000 funds globally. Introduction of the Morningstar portfolio Carbon Risk Score aims to move beyond carbon footprinting to provide an assessment of carbon risks and investment opportunities embedded in a portfolio. Funds which ...

La Trobe marches credit fund beyond $2bn

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... flagship investment term, the 12 Month Term Account, also recently achieved its own $1 billion milestone. In its most recent ratings review paper, SQM Research said: "The fund [12 Month Term Account] has consistently outperformed the benchmark and the ...

Parametric appoints product manager from Willis Towers Watson

ALEX BURKE  |  MONDAY, 11 DEC 2017
... business," Briant said. "Now that we are becoming known for solutions like defensive equities and systematic emerging markets beyond our traditional tax-managed equity capabilities, we value someone like Sheela with an interest in new ideas, a broad ...

Investment bonds see seismic shift: Zenith

ALEX BURKE  |  TUESDAY, 5 DEC 2017
... capability was designed largely in response to SIV holders looking to invest in a more sophisticated mix of Australian assets beyond property funds and fixed income.

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... see as an increasing cohort of sophisticated investors who are searching for low-cost ways to diversify their portfolios beyond indexing. According to CFM head of Asia-Pacific Steve Shepherd, the firm has already secured $1 billion in assets under management ...

Pharmaceuticals and tires top new Thomson Reuters diversity index

ALEX BURKE  |  TUESDAY, 27 SEP 2016
... focus on ESG matters can have a stronger stock performance and better long-term profitability. "For investors, looking beyond financial data is becoming more important. We are delighted to be able to provide our global clients with access to this important ...

Global SMAs get Lonsec approval

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2016
... low turnover portfolio, as well as having their own individual cost base. There is a part of the market that has evolved beyond the traditional unit trust structure, and we have evolved to meet this need." Arnhem global portfolio manager Theo Maas said ...

Economic Wrap

BENJAMIN ONG  |  TUESDAY, 28 JUN 2016
... challenge our analysis identified in advance was the uncertainty that a vote to leave would bring in the coming months and beyond as Britain worked with its European allies to create a new relationship." "The third and final challenge I spoke of was ...

ASIC planner deadline looms

ALEX BURKE  |  FRIDAY, 29 MAY 2015
... adviser's details and get confirmation they're authorised and learn about their professional history." Anderson said that beyond including professional membership and education details in the future, the register had more or less satisfied its purpose. ...

Lonsec returns PM CAPITAL fund to 'Recommended'

STAFF WRITER  |  TUESDAY, 29 JUL 2014
... CAPITAL has raised $230 million in two offshore equity LICs and its offshore equity funds under management is set to move beyond $1 billion in August. According to PM CAPITAL chief executive Chris DonohoeA "the growth in demand for global equities is ...