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Showing 291 - 300 of 548 results for "Kate"

Shrinking portfolios add risk

KATE HAGE  |  MONDAY, 16 OCT 2006
The biggest trend in the Australian equities sector over recent years has been the concentration of portfolios, according to ratings and research houses, who say investors should be mindful of changes in the risk-return relationship. According to InvestorWeb's ...

Ord Minnett's online reporting backed up by Praemium

KATE HAGE  |  MONDAY, 16 OCT 2006
Praemium Portfolio Services has picked up another local wealth management client, entering into a partnership to provide support services for Ord Minnett's new online portfolio reporting system. Arthur Naoumidis, managing director of Praemium, said ...

PIMCO promotes to fill gap in portfolio team

KATE HAGE  |  FRIDAY, 13 OCT 2006
PIMCO has promoted internally to replace Kumar Palghat who recently left the team after several years as head of portfolio management Australia. Rob Mead, head of European credit portfolio management and based in PIMCO's Munich office, will take on ...

Marketers urged to target over-50s

KATE HAGE  |  THURSDAY, 12 OCT 2006
Instead of chasing the fickle Generations X and Y, superannuation marketers could take their lead from an American marketing group urging businesses to turn their attention to a far wealthier and they say just as fickle demographic group, the over-50s. ...

Exotic and unequitable fees on the rise

KATE HAGE  |  THURSDAY, 12 OCT 2006
The increase of exotic long-short and absolute return funds has triggered a rise in steep and unequitable fee structures, a cause for concern for some research and ratings houses. Zenith director, David Wright, said unattractive structures that reward ...

Lodestar absolute return fund awarded buy rating

KATE HAGE  |  WEDNESDAY, 11 OCT 2006
Research and ratings house InvestorWeb has given a 'buy' rating to the Lodestar Australian Absolute Return based on the "strong pedigree" of its investment team and their "disciplined" strategy. The fund, which runs a long-short concentrated portfolio ...

Coin rolls out insurance in updated software

KATE HAGE  |  WEDNESDAY, 11 OCT 2006
Coin Software said that the take-up of its new integrated insurance product shows that advisers are aware of the underinsurance gap in Australia and are trying to address it. Coin has signed over 50 dealer groups and boutique advisers to its INC product ...

Sunsuper takes message to the country

KATE HAGE  |  TUESDAY, 10 OCT 2006
Sunsuper is focusing a re-marketing campaign on regional areas, providing retirement planning seminars throughout country Queensland and New South Wales in October. Sunsuper's chief executive officer, Don Luke, said it is important to provide information ...

Audits pinching corporate funds: Trust

KATE HAGE  |  TUESDAY, 10 OCT 2006
Corporate super funds are feeling the pinch of resources and budgets, according to independent trustee Trust Company, particularly as the date for the first round risk management audits nears. Under the Austrailan Prudential Regulation Authority's (APRA) ...

AXA boosts group cover

KATE HAGE  |  MONDAY, 9 OCT 2006
AXA has boosted its group insurance offering, raising the maximum levels of insurance for death and total and permanent disability (TPD) as well as increasing the expiry ages for both categories. Under the new terms, but still subject to underwriting ...