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Showing 301 - 310 of 662 results for Michelle Baltazar

Johnson Report maps out new world order

MICHELLE BALTAZAR  |  FRIDAY, 15 JAN 2010
The report commissioned by the Government a year ago to look into how to improve Australia's appeal as a financial services centre has come up with a host of recommendations that could transform the local wealth management industry. The Australian Financial ...

Room for Russia in BRIC

MICHELLE BALTAZAR  |  FRIDAY, 15 JAN 2010
Many investors are convinced of the growth story behind Brazil, India and China - but does anyone know what's happening in Russia? In Sydney this week, Mark Edwards, vice president of global fund manager T. Rowe Price, said he disagrees with the view ...

Star ratings face predictability test

MICHELLE BALTAZAR  |  THURSDAY, 14 JAN 2010
Research group Morningstar has rebutted a US study that suggested its ratings system failed or virtually lost all of its predicted ability when measured over a full market cycle. In early December, Advisor Perspectives, a US-based investment trends ...

Fixing an industry on steroids

MICHELLE BALTAZAR  |  THURSDAY, 14 JAN 2010
Day One of the Financial Crisis Inquiry Commission (FCIC) highlighted the testimony of an investment veteran who said the industry has long been on steroids - and called the commissioners to help build a system that doesn't need to save the banks every ...

Snowball forays into funds management

MICHELLE BALTAZAR  |  WEDNESDAY, 13 JAN 2010
Listed financial planning group Snowball buys a portfolio construction and funds management business, Officium Capital, as part of its umbrella strategy to prepare the business ahead of new regulation in the planning industry. Snowball Group has bought ...

J.P. Morgan beefs up treasury and securities services

MICHELLE BALTAZAR  |  WEDNESDAY, 13 JAN 2010
J.P. Morgan ushers the new year with the promotion of its current Australia head of the securities services business, Jane Perry as Treasury & Securities Services Country Head for Australia and New Zealand - among other senior appointments. Perry was ...

Frontier reweighs alternatives

MICHELLE BALTAZAR  |  WEDNESDAY, 13 JAN 2010
Asset consultant Frontier is reviewing its alternatives portfolios in the first quarter of this year, a move that could potentially pump up to $2.5 billion of new money into the sector. Frontier's deputy managing director Kristian Fok said the review ...

AMIST awards Vanguard mandate

MICHELLE BALTAZAR  |  WEDNESDAY, 13 JAN 2010
Meat industry super fund AMIST ploughs more money in international equities with a fresh mandate awarded to Vanguard. John Livanas, chief executive of the fund, said this is the first time the super fund has invested with an index manager - aside from ...

Super funds back trustee pay disclosure

MICHELLE BALTAZAR  |  WEDNESDAY, 16 DEC 2009
Three leading super funds have supported calls for the industry to disclose executive pay the same way listed companies do, following the release of the Cooper report that asked whether super funds should adopt the same corporate governance rules as ...

SMAs to turbocharge SMSFs

MICHELLE BALTAZAR  |  TUESDAY, 15 DEC 2009
The Cooper Review highlights separately managed accounts (SMAs) as an appealing platform for SMSFs, and has challenged the industry to come up with fresh answers on how SMAs can be adopted widely. The issues paper released yesterday highlighted the ...