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Showing 401 - 410 of 907 results for "valuations"

Portfolio manager caught out faking returns

KANIKA SOOD  |  FRIDAY, 19 JUL 2019
... use the different discount curves." The fund adviser ultimately fired Rege, liquidated the fund, revised the fund's valuations, and reimbursed excessive fund management fees attributable to Rege's mispricing. Without admitting or denying the findings ...

Modern slavery rife across sectors: Fund manager

KARREN VERGARA  |  MONDAY, 1 JUL 2019
... sense finding alpha in companies trying to improve their ESG strategies [and as a result that could] lead to premium valuations," he said. This 'social' component of ESG is often perceived as intangible for many investors. Carlsson-Sweeny disagrees ...

Retiree savings won't last: World Economic Forum

HARRISON WORLEY  |  MONDAY, 17 JUN 2019
... decisions for their portfolios, noting the relatively consistent focus on liquidity and the ability to perform daily valuations may push investors into strategies with less options for diversification. "Currently, most retirement investment vehicles ...

Wealth firm trims Aussie shares

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... pull out 4% of this that was invested in midcaps. "We feel that the market is in its longest bull run since WWII and valuations for small - mid caps are over their 20 year averages. If we see a big rally in the market, we might take some more out," chief ...

Legg Mason launches new fund

ELIZABETH MCARTHUR  |  FRIDAY, 31 MAY 2019
... and proven investment team that focusses on identifying those companies with the best ESG credentials at attractive valuations is a powerful combination," he said. "The additional restrictions on certain sectors and stocks on ethical grounds makes this ...

Advice practice supply outweighs demand

JAMIE WILLIAMSON  |  MONDAY, 13 MAY 2019
... revenue. Before 2018 it would have been 0.5 times the recurring revenue," Radar Results said. "High quality practice valuations haven't really changed and there's a higher demand now than at any time before."

Industry fund dips toes in private equity

KANIKA SOOD  |  THURSDAY, 9 MAY 2019
... and real assets as it sees volatility ahead. It has trimmed its US and Aussie equities exposures because it believes valuations are over-heated by artificially low interest rates. Its bond option is now the top performer on SelectingSuper personal super ...

Healthcare property a buy

ELIZABETH MCARTHUR  |  THURSDAY, 9 MAY 2019
... seeing tighter capitalisation rates with newer participants entering the sector and paying well above current market valuations for assets like hospitals and medical centres." He added Australian Unity is "happy to wait" until the right deals present ...

Female fintechs make better investments

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 MAY 2019
... founders the report looked at faced a challenging investment environment, which can be seen in their lower first round valuations and the higher amount of equity needed to provide first round investors. Price said the report should prove encouraging ...

Financial advice in 2030: What does it look like?

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
... to have started their career in financial advice fresh out of university. Advice businesses will be facing reduced valuations of ongoing revenue, WealthDigital predicts. Meanwhile, the number of small to mid-sized privately-owned licensees will have ...