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Showing 471 - 480 of 943 results for "Investment Portfolio"

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
Morningstar is working with a global financial services industry body to better prepare financial advisers for incorporating sustainable investing into advice practices. Collaborating with the US-based Money Management Institute, the program focuses ...

Plum Super launches retirement product

EMMA RAPAPORT  |  TUESDAY, 18 JUL 2017
... last as long as possible. Self Select Investment Path : relies on the member to select and monitor their investment portfolio and offers five investment levels designed to offer flexibility in investing to meet their retirement needs.

Super funds renew custody contracts with State Street

EMMA RAPAPORT  |  THURSDAY, 13 JUL 2017
Two superannuation funds with a combined $9 billion in assets under management have reappointed State Street to provide custody and asset services. NGS Super has re-signed with State Street for an additional three years, while Christian Super has also ...

Banks come out on top for climate change disclosure

EMMA RAPAPORT  |  TUESDAY, 11 JUL 2017
Australian banks are one of the best performing sectors for climate-related disclosure and sustainability reporting according to the Australian Council of Superannuation Investors. In its 10th annual corporate sustainability report, which assesses the ...

XTB adds bond SMA to Macquarie Wrap

EMMA RAPAPORT  |  TUESDAY, 27 JUN 2017
XTB is expanding its pure fixed income separately managed account solution onto Macquarie Wrap. The ACBC Fixed Income No. 1 Model Portfolio was first available to financial advisers in February using Praemium SMA and SuperSMA platforms, and invests ...

ESG mispriced by markets: CFSGAM

ALEX BURKE  |  MONDAY, 26 JUN 2017
The value of responsible investment is being mispriced by markets due to short-termism and other barriers, according to Colonial First State Global Asset Management research. CFSGAM undertook a survey of all staff worldwide to determine their perspectives ...

Location, location, location: the key to retirement

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2017
The Apple Isle is calling for those wanting to make the most of their retirement, according to the latest insight from Milliman. A study of more than 300,000 Australian retirees shows the cost of retirement varies widely depending on where you live ...

World Vision soft launches investment fund

KARREN VERGARA  |  THURSDAY, 1 JUN 2017
... impact for the community, she said. Rogers didn't specify any other instruments that might form part of the investment portfolio, but commented that the fund will work differently to environmental, social and governance (ESG) investment vehicles such ...

Finding quality in small caps

ALEX BURKE  |  WEDNESDAY, 31 MAY 2017
Small-cap portfolios are becoming a critical driver of long-term returns for investors - but only if they know how to use them. New research from Activus Investment Advisors demonstrates that small caps traditionally outperform large companies in bull ...

Global equities boutique wins super fund mandate

EMMA RAPAPORT  |  MONDAY, 22 MAY 2017
... As at December 2016, TWUSUPER held $1.1 billion in global equities, making up more than a quarter of its investment portfolio, according to Rainmaker Information. Other international equities mandates at TWUSUPER include those managed by Pantheon Ventures ...