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Showing 541 - 550 of 1539 results for "Goals"

Abrdn acquires robo-adviser

ANNABELLE DICKSON  |  WEDNESDAY, 11 AUG 2021
... Platform, Abrdn said. Exo Investing's AI technology enables customers to create a portfolio built around their individual goals, risk profile and preferences. Customers can select from sectors, investment styles, themes and pre-defined strategies such ...

First Sentier launches infrastructure fund

ANNABELLE DICKSON  |  MONDAY, 9 AUG 2021
... It aims to provide inflation-protected income and sustainable growth while delivering upon the UN Sustainable Development Goals. "Infrastructure assets have a central role to play in the delivery of affordable and clean energy; clean water and sanitation ...

Natixis hires sustainable investing lead

KARREN VERGARA  |  WEDNESDAY, 4 AUG 2021
... ideally placed to lead our strategy to support clients in their journey to align their ESG beliefs with their investment goals, and to help us further our contribution to the transition to a more sustainable global economy." Wallace was most recently ...

Economic recap: Week to July 30

BENJAMIN ONG  |  MONDAY, 2 AUG 2021
... central bank hinted that it could start "tapering" asset purchases soon because "the economy has made progress toward these goals [employment and inflation] despite the resurgence of infections and "vaccination fatigue" in the country. It's still ...

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
... their financial adviser. Financial advice is a people business helping the clients to understand the personal and financial goals... The increase in compliance burden means that they are spending less time now with their clients," Nowak said. Significant ...

Fidelity adds new climate, gender policies

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... actively engaging with our investee companies in the UK and globally; driving them towards more ambitious gender diversity goals, and ensuing we are holding them to account where our expectations are not met."

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
... information to connect on a deeper level with the client in follow up sessions and help create household values and financial goals. "At Lumiant, we are all committed to engaging the non-CFO spouse as we know they are the decision-maker in the family. ...

Alphinity launches new fund

ELIZABETH MCARTHUR  |  THURSDAY, 22 JUL 2021
... incompatible with the objectives of the fund, may be harmful to society and are inconsistent with the UN Sustainable Development Goals. "We have a zero-revenue tolerance for producers of tobacco and controversial weapons. We also don't support companies ...

Eliminating debt prioritised over pension contributions

KARREN VERGARA  |  MONDAY, 19 JUL 2021
... of four participants want advice on how much they should be contributing to their pension plan to meet their retirement goals (up 10% from 2016). About 70% said this should be coming from their employer (up 31% from 2016). J.P. Morgan AM vice president ...

Mercer bolsters alternatives team

ANNABELLE DICKSON  |  WEDNESDAY, 14 JUL 2021
... encouraging our clients to explore the opportunities that alternative asset classes can provide to reach their investment goals, by increasing their exposure to private and unlisted assets." Following increased demand locally for alternatives and portfolio ...