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Showing 291 - 300 of 671 results for "Generating"

Advisers forgo charitable conversations: Poll

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... underlying investment strategy of a perpetual charitable trust means they can grow the capital over time, whilst also generating a sustainable income for annual granting distributions," Sakellaris said. Koda Capital's 2018 research of charitable activity ...

Boutique appoints portfolio manager

KANIKA SOOD  |  WEDNESDAY, 8 MAY 2019
... similar roles at Commonwealth Bank, ABN AMRO and Aspect Huntley (now Morningstar). "Tomas has a proven track record of generating alpha and we are delighted to have him join our team. Vertium aims to deliver a low risk equity income stream to retirees ...

Future Fund crosses $150 billion

KANIKA SOOD  |  MONDAY, 29 APR 2019
... navigate a complex investment environment we are focused on constructing the most efficient portfolio possible for generating strong long-term returns. To that end, we continue to prioritise and balance diversification and flexibility while carefully ...

Superannuation gender gap hits women early

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... found encouraging women to save more is ineffective. "Our study provides clear evidence of the Australian labour market generating a statistically significant economic disadvantage for women over time," she said. Moulang recommends continuing to pay ...

Paradice Investments sales lead takes new role

KANIKA SOOD  |  MONDAY, 11 MAR 2019
... small caps manager; Ralton works with Australian equity managed accounts; Veritum Asset Management invests in income-generating equities and Chester Asset Management which is a high conviction equities manager.

Market cap funds disappoint investors: Report

KARREN VERGARA  |  TUESDAY, 5 MAR 2019
... investors to risks that are not sufficiently compensated for. While some managers have been successful at lowering risk and generating excess return over market cap indices by targeting exposure to the low volatility risk premia, Kuhner said a "naive ...

ACSA creates managed fund taskforce

HARRISON WORLEY  |  MONDAY, 11 FEB 2019
... Brown said. "We are also seeing new requirements, particularly with demands for fund data and regulatory reporting generating new challenges. Our goal is to encourage the broader industry to think about and share in the end-to-end benefits of standards ...

Asia, emerging markets to lead in 2019

DARREN SNYDER  |  FRIDAY, 8 FEB 2019
... debt-to-equity ratio in the US has gone from 30% to about 65%. Taylor said there's not much more US companies can do by generating earnings as "they're already too efficient." He added that if you look at credit and sovereign ratings, emerging markets ...

Synchron slams RC on commissions

KANIKA SOOD  |  WEDNESDAY, 6 FEB 2019
... deal with the change. "One way of looking at it though, is to realise that advisers selling books of clients that were generating grandfathered commissions were receiving about two times revenue," he said. "January 1 2021 is two years away, so the recommendation ...

ASIC terminates managed accounts provider AFSL

KARREN VERGARA  |  FRIDAY, 1 FEB 2019
... presentation were also likely to mislead investors into thinking the MDA strategies managed by Jade Capital had been generating consistently good results, it said. ASIC banned Jade Capital director James Clinnick from providing financial services four ...