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Showing 11 - 20 of 411 results for %22Single-strategy%22

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... Betashares' low fee, index-based investment strategy will come into its own will be for fund members choosing asset class single sector funds such as Australian or international equities, fixed interest, or property. This is because very few of these ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... client," he said. Of a similar vein, Mantella noted that Stanford Brown chief executive Vincent O'Neil previously said the single biggest focus should be staff communication - particularly if there is concern about advisers feeling disempowered. When ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... market knowledge to tailor solutions for those clients." Partnering up Asset management staff don't just talk to a single contact anymore; they engage with multiple stakeholders across asset classes. A partnership approach will mean dealing with ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... two major digital transformation projects. The first is the recent consolidation of five legacy technology systems into a single administration and registry platform, which has also unlocked many new products and services for members. As the fund works ...

TelstraSuper MySuper delivers 9.34%

KARREN VERGARA  |  TUESDAY, 18 JUL 2023
... Diversified Income options had similar strategies and identical objectives, so it made sense to consolidate them into a single option, Miller said. Similarly, for RetireAccess members, the Defensive Growth option merged into the existing Lifestyle Moderate ...

Capital Group unveils multi-sector income fund

CHLOE WALKER  |  WEDNESDAY, 5 JUL 2023
... combines investment-grade corporate bonds, high-yield corporate bonds, emerging market bonds and securitised credit in a single portfolio. Consistent with Capital Group's investment approach, the strategy is managed by multiple portfolio managers, rather ...

TelstraSuper introduces new option, drops premiums

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2023
... invest across equities, property, infrastructure, bonds, credit, alternatives, and cash. "Combining these two options into a single Moderate investment option is designed to simplify the investment menu available and help make it easier for members to ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... (FSGs) will be provided with more flexibility and ongoing fee renewals and consent requirements will be streamlined into a single form. Fox and Hare co-founder and financial adviser Glen Hare is emphatic when he counts how much time is "wasted" in putting ...

Rainmaker MySuper index outdoes S&P ASX 200

ANDREW MCKEAN  |  FRIDAY, 23 JUN 2023
... years are 9.2%p.a. over three years, 6.2%p.a. over five years and 7.5%p.a. over 10 years. The Rainmaker MySuper Single Strategy index outperformed the Lifecycle MySuper index across all age groups through the 12-month period. The not-for-profit (NFP) ...

Cheques to wind down by 2030: Chalmers

CASSANDRA BALDINI  |  THURSDAY, 8 JUN 2023
... choose cash to pay for food and essentials and are concerned about the possibility of a cashless society. "Cash is the single most popular way to pay in retail locations, over 60%, followed by debit cards, credit cards and mobile phones," it said. Although ...