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Showing 381 - 390 of 621 results for "Discretionary"

Super fund appetite for property funding up

MARK SMITH  |  MONDAY, 7 DEC 2015
... capital and more flexibility," Schwartz said. While co-investing from its own balance sheet, Qualitas also invests discretionary capital on behalf of institutional and high-net-worth investors. It is seeing strong interest from offshore investors keen ...

Pick a number

BENJAMIN ONG  |  TUESDAY, 3 NOV 2015
... future actions by the central bank. It may also avoid the inefficiencies of time inconsistency from the exercise of discretionary policy. The Taylor rule synthesized, and provided a compromise between, competing schools of economics thought in a language ...

Ironbark teams up with UK global equities manager

MARK SMITH  |  FRIDAY, 23 OCT 2015
... London-based fund manager to bring a new global equity fund to the Australian market. Waverton Investment Management is a discretionary investment management house dedicated to creating high quality investment portfolios for private individuals, trusts ...

Steady funds thrive in low growth world

LAURA MILLAN  |  FRIDAY, 16 OCT 2015
... avoids banks, utilities, energy, materials and telcos, while favouring large consumer staples, software, consumer discretionary, industrials and healthcare and pharmaceutical companies. "Over the long term [these companies] perform better. Their sales ...

Morningstar nabs senior equity analyst from J.P. Morgan

MARK SMITH  |  THURSDAY, 8 OCT 2015
... Morningstar's former head of equity research for the Asia Pacific region, Joel Bloomer, has taken on a new role as head of discretionary equity strategies in Morningstar's Sydney-based investment management team. Bloomer reports to Andrew Lill, Morningstar ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... heating up but it's difficult to act on that under the old model," he explained. After the crisis, Nalty realised the discretionary model allowed a more "fluid approach" in both anticipating economic issues and acting on those insights. He added, however ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... model portfolios available to investors through either Separately Managed Accounts, Individually Managed Accounts, Discretionary Managed Accounts and the fully flexible Universal Managed Account structure. These models are managed by more than 70 different ...

IRESS acquires UK fintech businesses

LAURA MILLAN  |  WEDNESDAY, 16 SEP 2015
... Systems, a provider of portfolio management software for private asset managers who manage investments for clients on a discretionary basis. Both transactions are expected to be completed in the last quarter of 2015 for a combined purchase price of A£37.61 ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... investment vehicle makes it difficult to draw any conclusions. "We're an MDA operator," he says, referring to managed discretionary accounts, which are wholly customised and personalised to the individual investor. "There are over 190 MDA operators like ...

British Airways to clash in court with pension trustee

MARK SMITH  |  MONDAY, 31 AUG 2015
... to private sector defined benefit schemes such as BA's. In line with the changes, BA's trustee in 2013 awarded a discretionary increase of 0.2% - of half the difference between CPI and RPI - to pensioners in the scheme. BA has blasted the decision as ...