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Showing 351 - 360 of 755 results for "Conservative"

First State Super renames investment options

DARREN SNYDER  |  TUESDAY, 15 MAR 2016
... renamed its diversified, balanced, and capital guarded pre-mix investment options as growth, balanced growth, and conservative growth respectively. A First State Super spokesman said the decision was based around having "more consistency between the ...

OneVentures says VC needs scale in Australia

DARREN SNYDER  |  FRIDAY, 11 MAR 2016
... OneVentures managing director and chief executive Michelle Deaker said out of the GFC super funds consolidated, became conservative and became so large "that to write a cheque for them means they need to deploy $250 million and potentially be 25% of ...

Clients asking planners for margin loans

MARK SMITH  |  TUESDAY, 8 MAR 2016
... lending are writing 15% more loans each, on average, versus 2014. However, gearing levels have become slightly more conservative, with the average margin loan LVR falling from 51% in 2014 to 46% in 2015. Nearly half of planners who recommend margin lending ...

RBF awards $175m credit mandate

MARK SMITH  |  TUESDAY, 1 MAR 2016
... is a component of RBF's diversified member investment choice options: RBF Growth, RBF Balanced, RBF Moderate, RBF Conservative and RBF's lifecycle option RBF MyPath. Shenkman Capital, with over 30 years of history as a firm, is a pioneer of the US high ...

Macquarie reports annuity business profit dips

ALEX BURKE  |  THURSDAY, 4 FEB 2016
... our portfolio mix to changing market conditions, the ongoing benefits of continued cost initiatives, a strong and conservative balance sheet and a proven risk management framework and culture."

Lonsec portfolios added to Macquarie and HUB24 platforms

ALEX BURKE  |  MONDAY, 1 FEB 2016
... access to Lonsec Retirement Managed Portfolios, while Macquarie Wrap users now have Lonsec's Managed Portfolios Elite (Conservative, Balanced and Growth). Using Lonsec's wealth of investment research, the portfolios invest in managed funds, listed securities ...

Minimum withdrawal rates act as default: CSIRO

DARREN SNYDER  |  MONDAY, 18 JAN 2016
Research from CSIRO says minimum account-based pension withdrawal rates are acting as a conservative default that sees retirees exceeding needs to self-insure their financial longevity. CSIRO behavioural economics and superannuation decision-making ...

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... process to get clients set up was simple. "We start with a questionnaire that suggests a risk profile, from highly conservative to aggressive, and then put them in a portfolio of four-to-six global exchange-traded funds based on their initial investment." ...

Colonial First State appoints new alternatives manager

DARREN SNYDER  |  MONDAY, 14 DEC 2015
... defensive alternatives in FirstChoice Defensive portfolio from five to 10%, and added a 5% allocation in the FirstChoice Conservative and FirstChoice Diversified portfolios. GAM is a global asset manager with more than US$120 billion in assets under ...

SMSFs ramp up trading in turbulent markets

LAURA MILLAN  |  FRIDAY, 4 DEC 2015
... Commonwealth Bank head of SMSF customers Marcus Evans said, and added that the data "dispels the myth that SMSFs are conservative investors." When comparing SMSF trustees with other retail investors, CommSec analysis found that individual funds trade ...