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Showing 3711 - 3720 of 4701 results for "Active"

Direct investors dump managed funds

ALEX DUNNIN  |  WEDNESDAY, 4 MAY 2011
... exodus is that "experiences during the global financial crisis appear to have encouraged many investors to take a more active role in building their knowledge and in making decisions about their investments". But this push towards disintermediation is ...

Charter Hall targets advisers with SMA

MATT WOODINGTON  |  MONDAY, 2 MAY 2011
... their underlying value while property values continue to rise. "The fund seeks to capitalise on this recovery by using active management to exploit market inefficiencies and buy high quality securities priced at a discount to their intrinsic value," ...

Accountants scope FOFA for opportunities

ELISE BURGESS  |  FRIDAY, 29 APR 2011
... relationship between a financial planner and a client remains transparent and importantly, encourages consumers to take an active role in their financial future," said the Joint Accounting Bodies. The body said that it was pleased the government had ...

Fund managers follow the herd

ALISON BEVEGE  |  FRIDAY, 29 APR 2011
... found in its latest global equity fund sector review. The review rated 39 funds of which 26 were qualitatively managed by active stock pickers. Rui Fernandes, senior investment analyst for Lonsec, said only 172 companies were chosen to fill the 260 highest ...

SMSF trustees hit pension payment woe

ALISON BEVEGE  |  FRIDAY, 29 APR 2011
Self-managed super fund trustees risk being hit by tax and forced liquidations in the pensions phase if they don't plan ahead, financial services firm HLB Mann Judd has warned. Michael Hutton, head of wealth management at the firm, said self-managed ...

Dealer groups miss commissions

ALISON BEVEGE  |  THURSDAY, 28 APR 2011
... superannuation account balances. Research house Rice Warner has said 26 per cent of dormant superannuation accounts have active life insurance policies causing balances to dwindle.

Super trustees new cloud solution

ELISE BURGESS  |  THURSDAY, 28 APR 2011
Superannuation trustees have been given a new office solution in a bid to create more cost-effective processes, with the product given the stamp of approval by Australian Institute of Superannuation Trustees (AIST). The Trustee Office Solution, launched ...

Fund managers struggle to beat index

ALISON BEVEGE  |  WEDNESDAY, 27 APR 2011
Active fund managers found it very difficult to beat benchmark performance indexes after fees in the first quarter, research house Morningstar has revealed. Managers investing in large-cap Australian shares were evenly split between those that beat ...

Indexing warning as ETFs surge

MATT WOODINGTON  |  THURSDAY, 21 APR 2011
... enormous flows going into index providers and ETFs and then people thinking they can manage their own portfolio better than an active manager. "We think that's actually a sad thing and not what you should be doing long term in your portfolio," said Long. ...

Trust Company eyes personal touch to build on growth

MATT WOODINGTON  |  WEDNESDAY, 20 APR 2011
Trustee services provider the Trust Company is aiming to overhaul its technology and IT systems to help increase engagement with personal clients after reporting a 13 per cent annual rise in EBITDA. Chief executive officer John Atkin attributed the ...