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Showing 441 - 450 of 943 results for "Investment Portfolio"

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
... Morningstar Australasia has received voluntary commitment from more than half of its client base to deliver full investment portfolio holdings disclosure ahead of regulatory requirements. At a Morningstar Australasia investment strategy day in Melbourne ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... their money. The robo-advice element for instance, will provide guided decisions if it makes sense to buy an investment portfolio or if the money could be used elsewhere to pay off a credit card or mortgage or kept in savings, Pettit said. As at September ...

Deutsche AM maps impact of climate risk

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
Deutsche Asset Management is introducing a new approach to climate risk management, now mapping the physical location of corporate facilities and their exposure to climate risks. Partnering with a California-based climate intelligence advisory firm ...

Property investing key to outlasting super

KARREN VERGARA  |  TUESDAY, 7 NOV 2017
... that investment property ownership brings," Smith said. He named Canberra as an ideal location to start an investment portfolio, where home values increased by 4.9% in the three months to July and grew 12.9% over the past year. ACT has overtaken Victoria ...

Fintech exposes SMSFs to global shares

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... investors. "It's vital that investors are given the opportunity and cost effective access to diversify their investment portfolio and invest in the global companies that will matter most in the future," he said. Stake also announced the beta launch of ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... he says. The robo-advice element for instance, will provide guided decisions if it makes sense to buy an investment portfolio or if the money could be used elsewhere to pay off a credit card or mortgage or kept in savings. He agrees the "advice" element ...

Active the best way forward for super: Research

DARREN SNYDER  |  MONDAY, 23 OCT 2017
An Australian investment consultant and research specialist is further endorsing that superannuation fund trustees adopt active management in the best interests of members. Peterson Research Institute founder and director John Peterson issued a media ...

Perpetual trustee business wins mandate

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... their appetite to gain access to a listed, fixed income product, which is a vital component of a balanced investment portfolio," Lockhart said. The MCP Master Income Trust's recent IPO raised more than $515 million.

Class chief flags AMP departure

ALEX BURKE  |  TUESDAY, 17 OCT 2017
At the group's annual general meeting, Class chief executive Kevin Bungard flagged AMP's plans to migrate off the Class Super platform. While no timeframe has been specified, Bungard said this was because of AMP's SuperConcepts business, which functions ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...