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| | | ... Vynokur said HCRD uses an intelligent indexing approach, by selecting the bonds in its portfolio based on expected returns rather than debt, which aims to avoid shortcomings of traditional debt weighted indices. "Australian corporate bonds are regarded ... |
| | | | ... their members above a simply constructed portfolio. This would also measure performance in easy-to-understand dollar values rather than percentage points," ISA said. ISA deputy chief executive Matt Linden commented: "This assessment has allowed too many ... |
| | | | ... customers without a relevant provider?'" She explained that this will lead to a fairly limited scope or simple advice. "Rather than saying that in the law you must only give limited scope, simple advice, I think you get there in a different way," ... |
| | | | ... restrictive policies are becoming increasingly inappropriate, particularly given most funds now present as a mass-market offering rather than an industry- or employer-specific fund," Grattan's submission reads. |
| | | | ... divert that money to low-income balances, females who have time out of the workforce - there's plenty of other places I'd rather that tax concession go," he said. Schroder said a person with a $5 million balance, generating a 6.5% return, would earn ... |
| | | | ... are a whole host of what we would call 'world leading businesses' that just happen to be in an emerging market, rather than in a developed country," he explained. "For example, we have an amazing Indian pharmaceutical company that has great long-term ... |
| | | | ... blend of public and private equity? Or a blend of public and private equity cascading into a tontine late in the glide path rather than into fixed instruments that routinely underperform?" |
| | | | ... right candidates to join the team, so we were prepared to take our time. We found that managing the process ourselves, rather than externally, allowed us to leverage our existing networks. This enabled us to identify candidates that may otherwise not ... |
| | | | ... continues to enhance its whole-of-fund investment style, it has realigned the team's roles to better fit the methodology. Rather than an Australian and global geographic split, Rest said responsibilities are now functionally focused on research and portfolio ... |
| | | | ... explained. "The Fed trims its balance sheet by letting bonds run off, or reach their maturity date without replacing them, rather than selling them." While the process of quantitative tightening started in June, BII said it's unclear how long it ... |
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