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Showing 491 - 500 of 1031 results for "Smart"

Factor investing must be long-term: Vanguard

DARREN SNYDER  |  WEDNESDAY, 26 APR 2017
... traditional market cap1weighted index funds. "In recent years we've seen rules-based active become more popular through so-called 'smart beta' strategies. This label is something of a misnomer as these products seek to achieve alpha, or outperformance ...

Smarter Money funds get Lonsec tick

ALEX BURKE  |  THURSDAY, 20 APR 2017
Two Smarter Money Investments funds have been given a "recommended" rating by Lonsec. The Smarter Money Active Cash (SMAC) strategy was upgraded from "investment grade" by Lonsec as a result of the research house's "high regard for the fund's senior ...

AMP Capital awards historic $17bn passive mandate

ALEX BURKE  |  WEDNESDAY, 19 APR 2017
... of the depth of investment capability UBS is able to offer our clients tailor investment solutions to meet their passive, smart beta, and active management needs," UBS concluded. AMP Capital will be using its new ethical investment screen across the ...

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... believe financial planning is not solely about investments or strategies, but more importantly it is about helping people make smart choices with their money so they can focus on more important things," Giaouris said. "I was struggling to find a model ...

Accountants expand robo-advice reach

JAMIE WILLIAMSON  |  TUESDAY, 11 APR 2017
... stronger relationships with their clients," Brycki said. "The accountants that have already partnered with Stockspot wanted a smart investment option for their clients, but didn't want to send them away to a financial planner. Our investment strategies ...

Coolabah Capital hires former Energy Super chair

ALEX BURKE  |  TUESDAY, 11 APR 2017
Coolabah Capital is growing its boutique fixed-income business with a new non-executive director and portfolio manager. Joining as non-executive director is Bob Henricks, who chaired Energy Super for 20 years. Ashley Kabel, meanwhile, joins as a portfolio ...

Mobile education drives advice professionalism

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
Financial advisers looking to increase their level of education in the face of the professional standards legislation can now do so through a joint venture between knowITdigital and vocational education provider Monarch Institute. Users of knowITdigital's ...

Can life and health insurers operate under one roof?

ALEX BURKE  |  FRIDAY, 31 MAR 2017
There are numerous benefits for life insurance companies to start offering health insurance products or enter into partnerships with health insurers, according to AIA Australia chief executive Damien Mu. Speaking at the 2017 Financial Services Council ...

ETFs attracting insto appetites: VanEck

ALEX BURKE  |  MONDAY, 27 MAR 2017
... of strategic and tactical functions to achieve exposures to a diversified range of asset classes. They are also employing smart beta ETFs," VanEck Australia managing director Arian Neiron said. "The global ETF market has grown rapidly over the past 10 ...

US corporate debt mandate signed to Aussie manager

DARREN SNYDER  |  MONDAY, 20 MAR 2017
... the continued outperformance in the US market as inflationary measures continue under a Trump-led government. Already the "smart money" is borrowing long and lending short. "People are locking in fixed rates for a long time because they see some increased ...