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Showing 331 - 340 of 943 results for "Investment Portfolio"

Northern Trust touts new ESG tool to instos

KANIKA SOOD  |  THURSDAY, 30 APR 2020
... against benchmarks (including UN PRI principles), and give an insight into ESG scores and exposures in the investment portfolio. Northern Trust is starting with listed asset classes including equities and corporate bonds (through a partnership with IdealRatings) ...

Former financial adviser permanently banned

HARRISON WORLEY  |  TUESDAY, 7 APR 2020
A former financial adviser is the first person to be permanently banned from having any involvement in financial services or credit businesses in Australia. ASIC has used its newly sharpened teeth to permanently ban former Adelaide financial adviser ...

Time to step up or face the music

ALLY SELBY  |  THURSDAY, 2 APR 2020
While there may be uncertainty surrounding the economic implications of the spreading COVID-19 pandemic, one thing is clear; if business leaders are not consistent, empathetic and clear with their response, they should prepare to face the music. Although ...

Challenger shuffles life portfolio asset allocations

KANIKA SOOD  |  MONDAY, 30 MAR 2020
Challenger Life has tilted its investment portfolio away from equities and sub-investment grade fixed income and towards more liquid assets, as COVID-19 sparks volatility in most asset classes. Challenger Life has slashed equity holdings from 13% of ...

The week that was

JAMIE WILLIAMSON  |  FRIDAY, 27 MAR 2020
... research firm said funds would be forced to cut costs as the asset-based fees or indirect costs charged to their investment portfolio fall. Making things even more difficult, members are now scrambling to get in touch with their super fund, especially ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
The COVID-19 crash has had an effect on all investment advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account ...

Super funds revalue unlisted assets

HARRISON WORLEY  |  WEDNESDAY, 25 MAR 2020
Some of the nation's largest superannuation funds have revalued their unlisted assets to give members an up-to-date understanding of how COVID-19 is hitting their retirement savings. AustralianSuper has cut the value of its unlisted assets to the tune ...

COVID-19 to hasten merger talks

HARRISON WORLEY  |  TUESDAY, 24 MAR 2020
... research firm said funds would be forced to cut costs as the asset-based fees or indirect costs charged to their investment portfolio fall. Making things even more difficult, members are now scrambling to get in touch with their super fund, especially ...

Hermes handbags an emerging asset class for UHNWs

KANIKA SOOD  |  FRIDAY, 13 MAR 2020
There's now an index that tracks the value of collectable Hermes bags and they returned 13% in 2019, beating annual returns of other collectables like cars, jewellery, art and rare whisky. Knight Frank Luxury Investment Index, for the first time, added ...

REITs resilient in face of virus: Principal

ELIZA BAVIN  |  FRIDAY, 13 MAR 2020
Both local and global REITs are expected to be relatively resilient in the face of recent market turmoil, according to Principal. Janine Yoong, portfolio manager for Principal Global Investors in Australia said property projects such as shopping centres ...