Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 511 - 520 of 943 results for "Investment Portfolio"

New CIO for First State Super

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2016
... In the role Graham is responsible for the combined assets of both First State Super and StatePlus, with an investment portfolio comprising of over $75 billion in listed and direct assets supporting over 800,000 members and clients. First State Super ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
Class has partnered with a leading automated investment adviser and fund manager. The software provider's Class Portfolio - its investment accounting and reporting solution for non-SMSF portfolios - has integrated with Stockspot to provide a tax reporting ...

Evergreen makes senior hires

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
Boutique investment consulting group, Evergreen Consultants, has appointed a director and head of quantitative analysis in response to the growing demand for its services. Bronwyn Skinner has joined Evergreen Consultants as a director. She has extensive ...

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
... model switches in FirstNet Adviser," Harrison added. Following the enhancements advisers can now create one investment portfolio and apply it to many clients, while detailing a RoA for each and leave the transactions pending before submitting a bulk ...

XTBs added to OwnersAdvisory

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2016
... Murphy said access to corporate bond returns was important for OwnersAdvisory's users to build a diversified investment portfolio across all asset classes, with XTBs making that access easier as they are on the digital grid by way of the ASX. He also ...

Misaligned expectations advisers' biggest threat

KERRIE SYDEE  |  THURSDAY, 17 NOV 2016
... understanding clients' risk tolerance. "Investors and advisors need to understand how a product fits into an investment portfolio as a whole, why it is there and what it is there to achieve," Haran added. In fact the majority of advisers (68%) believe ...

Impact investing driving advice growth

KERRIE SYDEE  |  MONDAY, 14 NOV 2016
... Responsible Investments and ESG options. This is one way of ensuring that your values are translated into your investment portfolio. Many dealer groups and family offices already have SRI/ESG model portfolios that have demonstrated positive social outcomes ...

Cbus continues investment team expansion

ALEX BURKE  |  TUESDAY, 8 NOV 2016
... analyst for the ATO. In his new role, he will oversee the optimisation of members' tax outcomes in the Cbus investment portfolio. Cbus executive manager - investment management Trish Donohue said: "Daryn's knowledge across a wide range of tax issues ...

VicSuper appoints new CIO

ALEX BURKE  |  FRIDAY, 4 NOV 2016
... review and monitoring of VicSuper's investments. He also contributed to a major restructure of VicSuper's investment portfolio into a core and satellite model.

SMSF trustees remain prudent investors

DARREN SNYDER  |  WEDNESDAY, 2 NOV 2016
SMSF data from the ATO and APRA shows trustees in self-managed super are maintaining solid investment performance and managing portfolio diversification well. SMSF Association head of technical Peter Hogan said ATO statistics show that in four of the ...