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Showing 401 - 410 of 621 results for "Discretionary"

Islamic investment delivers strong return for Crescent Wealth

LAURA MILLAN  |  TUESDAY, 24 MAR 2015
... possible companies." The fund follows an unconstrained strategy and is underweight in energy and overweight in consumer discretionary and technology. In terms of asset allocation, 44% of the fund's revenue comes from North America, 17% from Europe and ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
MyPlanner dealer group has set up a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider ...

Market wrap

AAP  |  TUESDAY, 10 FEB 2015
... anti-austerity electoral promises are denting global equity markets but locally, the mining giants and consumer discretionary sector are in the positive territory. "We're seeing some early positivity from BHP," OptionsXpress market analyst Ben Le Brun ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... MultiPort. The report notes that the managed accounts market spans a spectrum of offerings encompassing managed discretionary accounts, individually managed accounts, separately managed accounts and unified managed accounts. A major feature of the report ...

AustralianSuper appoints Principal to advise on US real estate

MARK SMITH  |  TUESDAY, 2 DEC 2014
... selected Principal Real Estate as its investment advisor for its US office strategy, effective immediately. The non-discretionary mandate will focus on large, high-quality office investments in major US markets, including New York, Washington, D.C. ...

ASIC begins legal action against LM Investment Management

MARK SMITH  |  THURSDAY, 20 NOV 2014
... fund a property development on the Gold Coast, of which Drake was the sole director as well as the beneficiary of a discretionary trust, managed by another company controlled and owned by him, that held all the beneficial ownership in the company. Through ...

Paradigm acquires Melbourne-based practice

MARK SMITH  |  TUESDAY, 7 OCT 2014
... financial planner Patrick Nalty expects a substantial portion of clients to migrate across to Paradigm's Managed Discretionary Account. Nalty described Portfolio Managers as the "ideal cultural fit." The Melbourne-based practice specialised in advice ...

ANZ Swiss partnership attracts $1bn from private clients

LAURA MILLAN  |  THURSDAY, 18 SEP 2014
... they help us with our thinking on asset allocation and they bring a custom basket of international equities to our discretionary account," Phillips said at the Bloomberg Summit. Phillips expressed concern that between 10 to 15% of private client's assets ...

Govt seeks discretion to freeze super guarantee

JAMES FERNYHOUGH  |  TUESDAY, 2 SEP 2014
The Treasurer may soon have discretionary power to further delay the rise of the superannuation guarantee to 12%, following the passage of legislation in the lower house yesterday. The legislation was part of a large suite of amendments labelled the ...

MDAs allow small players to act as large instos

LAURA MILLAN  |  WEDNESDAY, 27 AUG 2014
The technology behind managed discretionary accounts (MDA) allows small investment players to act as if they had the scale of the industry's large institutions, SS&C Technologies head of Australia and New Zealand Nadine Moore said. Speaking at the inaugural ...