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Showing 2991 - 3000 of 5520 results for "Class"

Multi-asset expectations fall: Zenith

KERRIE SYDEE  |  THURSDAY, 10 NOV 2016
Investment managers are reducing their return expectation across a broad range of asset classes as quantitative easing and other interventionist policies continue to have an impact on investment markets. Zenith Investment Partners' latest Multi Asset ...

New fund manager hot property

DARREN SNYDER  |  WEDNESDAY, 9 NOV 2016
A Sydney property group is launching a new funds management business borne by the demand for mid-sized investment in retail, office and industrial property assets. Intergen Property Group has established I-Gen Funds Management, a boutique firm that ...

US core property on insto agenda

DARREN SNYDER  |  MONDAY, 7 NOV 2016
Australian institutional investors have pursued increased exposure to US core property in 2016 as they exhaust opportunities in local markets and search for global diversification. L&B Realty Advisors executive vice president and senior portfolio manager ...

Uncertain environment fuelling risky investment

JAMIE WILLIAMSON  |  MONDAY, 7 NOV 2016
The prospect of a Donald Trump victory and the continuance of historically low interest rates by the RBA are placing increased pressure on self-funded retirees and increasing opportunity risk, says Australian Unity. Head of Australian Unity David Bryant ...

Managed accounts boost income by 77%: case study

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
A recent case study from Mason Stevens shows a way financial advisers can use managed accounts to improve a client's retirement income. The case study uses the example of a pre-retiree couple with a combined superannuation balance of $1 million invested ...

Aussie fund manager London bound

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2016
An Australian fund manager is expanding to the United Kingdom, opening an office in London. Bennelong Funds Management intends to appoint a range of executives in the UK, including a chief operating officer, a compliance manager and head of sales for ...

SMSF trustees remain prudent investors

DARREN SNYDER  |  WEDNESDAY, 2 NOV 2016
SMSF data from the ATO and APRA shows trustees in self-managed super are maintaining solid investment performance and managing portfolio diversification well. SMSF Association head of technical Peter Hogan said ATO statistics show that in four of the ...

IRESS appoints retirement incomes chair

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
... actuary at Adriatic Life. In a memo to Financial Synergy clients, Orford explained: "My only reason for selling the first-class Financial Synergy business was that at age 70... my life expectation decreases far more rapidly than at earlier ages." "However ...

Macquarie Wrap continues growth trend

JAMIE WILLIAMSON  |  WEDNESDAY, 2 NOV 2016
Macquarie has added 54 managed funds and 20 separately managed accounts to its wrap platform in the last 12 months. The additions reaffirm Macquarie's commitment to delivering a broad range of flexible investment options with the Macquarie Wrap now ...

Boutique adviser names key hires

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
Profile Financial Services has made two senior appointments from NAB Asset Management and William Buck. Joining Profile as head of investments is Jerome Bodisco. He brings extensive experience across a range of asset classes and managers and has a strong ...