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Showing 3041 - 3050 of 11308 results for "research"

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
... welcome new team members [and] their valued clients to Morgans. We look forward to providing them with excellence in research, services and platforms," Clifford said. CommSec Advisory offers financial advice to clients, including high-net worth clients ...

Global manager names regional director

KRISTI CHENG  |  TUESDAY, 24 SEP 2019
... generate the best long-term, risk-adjusted returns for our clients," he said. To achieve this, he said, involves bespoke research and many engagements with companies and assets that we own directly. "With Danielle's depth of knowledge and experience ...

Purdue bankruptcy vindicates ESG screens

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... about how US corporate bonds work and what their exposures might be through them. Schroders has conducted substantial research around pharmaceutical companies and opioids in order to create ESG screens that ensure it is not exposed to cases like Purdue's. ...

Boutique wins industry fund mandate

KANIKA SOOD  |  MONDAY, 23 SEP 2019
... undertaking over 350 company meetings in the past year. "We have found that global benchmarks and "off the shelf" ESG research has not been detailed enough to make determinations on ESG factors outside of the market's largest companies."

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being stock-pickers and instead being asset allocators. "More are being ...

Businesses warned to avoid dud funds

ELIZA BAVIN  |  MONDAY, 23 SEP 2019
Rainmaker research has shown the difference between the best and worst performing super funds can equate to a difference of up to $880,000 in balances for retirees. The research shows the worst performing funds are paying 5.3% return, a big difference ...

Crunch time for boutique funds

KANIKA SOOD  |  MONDAY, 23 SEP 2019
... and some have raised billions like L1 Capital and Firetrail Investments. Zenith Investment Partners head of equities research Quan Nguyen points to the continuing bull market as a reason for boutique launches -- and in offering pointers to what could ...

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... advice licensees," Potter said in the letter. "This is in addition to those portfolios managed by investment managers or research houses." The letter explained the obligations of the issuer of a managed account, either a responsible entity or MDA Provider ...

Research budgets shrink at UK asset managers

KANIKA SOOD  |  FRIDAY, 20 SEP 2019
Asset managers in the United Kingdom have shrunk their research budgets by up to 30% but are delivering millions in benefits to investors, according to the UK financial authority's review of MiFID II. The Financial Conduct Authority yesterday published ...

CFS awards Asian equities mandate

KRISTI CHENG  |  FRIDAY, 20 SEP 2019
... Asia Pacific equities team, located in Hong Kong and Shanghai. It is currently a team of nine portfolio managers, three research analysts, an operational portfolio manager and an engagement specialist. At the end of June 2019, the team had $AUD10.5 billion ...