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Showing 581 - 590 of 1713 results for "Investment Strategy"

Unmet advice needs increases for SMSF trustees

ANNABELLE DICKSON  |  THURSDAY, 20 AUG 2020
... Investment Trends Planner Report revealed a 6% increase in the number of SMSF trustees with unmet advice needs in investment strategy, retirement planning and tax planning. Only 39% of the 3000 SMSF trustees surveyed prefer relying on professional advice ...

Alternative assets are the new bonds: JPMAM

ELIZA BAVIN  |  WEDNESDAY, 19 AUG 2020
... webinar, Shawn Khazzam, APAC head of alternative solutions, Pulkit Sharma, head of real assets and alternative investment strategy and solutions and Kerry Craig, global market strategist, discussed the benefit of investing in alternative assets in the ...

Sunsuper announces investment, insurance changes

ELIZA BAVIN  |  TUESDAY, 18 AUG 2020
... Retirement, Conservative and Balanced index options, as well as the Balanced and Retirement Pools in its Lifestyle Investment Strategy. For the Growth option, the fund will increase its holding in international shares and alternative strategies, while ...

Future Super ramps up direct equities

ELIZABETH MCARTHUR  |  FRIDAY, 14 AUG 2020
... Ethical superannuation fund Future Super has increased its exposure to direct equities while staying true to its investment strategy. The fund has traditionally had almost all of its Australian equities exposure through the BetaShares Australian Sustainability ...

Contango dumps investment strategy, opens raise

ANNABELLE DICKSON  |  THURSDAY, 13 AUG 2020
Martin Switzer's Contango Income Generator (CIE) fund has been forced to change its investment strategy due to underperformance as a result of lower dividend yields, saying its strategy is no longer appropriate. The manager of the fund, Contango Funds ...

Christian Super appoints new chief investment officer

ELIZABETH MCARTHUR  |  TUESDAY, 4 AUG 2020
... previously chief investment officer at ANZ Wealth and Private Banking. Earlier in his career he was head of investment strategy Australia at UBS Global Asset Manager. Between 1987 and 1997 Rider was an economist at the Reserve Bank of Australia. "Mark ...

US considers restricting ESG in pensions

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 JUL 2020
... to make clear that ERISA plan fiduciaries may not invest in ESG vehicles when they understand an underlying investment strategy of the vehicle is to subordinate return or increase risk for the purpose of nonpecuniary objectives," the DOL said. The department ...

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
... interests of the QSuper membership. "Overwhelmingly, our members have told us that they need advice about their investment strategy, ways to make the most of their QSuper account, and help with retirement planning," Pennisi said in a press release this ...

Super for women under scrutiny

ELIZABETH MCARTHUR  |  THURSDAY, 2 JUL 2020
... finances. Hobbs said Verve does not charge higher fees to cover its additional services. Verve offers a single investment strategy, Verve Super Balanced, and does not offer a MySuper product. The fund charges a $1.80 a week administration fee, amounting ...

Future Fund appoints acting investment chief

KANIKA SOOD  |  MONDAY, 29 JUN 2020
... "As acting chief investment officer, Sue will continue to implement the organisation's prudent long-term investment strategy, working with the deputy chief investment officers to lead the investment team and the management of our portfolios." In ...