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Showing 41 - 50 of 551 results for "Discretionary"

Credit Suisse appoints head of discretionary portfolio management

CHLOE WALKER  |  TUESDAY, 18 OCT 2022
Jasmin Argyrou has been given the additional role of head of discretionary portfolio management, wealth management Australia at Credit Suisse. Argyou brings over 20 years of experience in investment strategy and portfolio management to her new role ...

Norwegian wealth fund records $250bn loss

JAMIE WILLIAMSON  |  THURSDAY, 18 AUG 2022
... -17%; technology stocks returned -28% with some of the biggest losses coming from Meta and Apple, while consumer discretionary returned -24.9%. Meanwhile, fixed income investments were -9.3% and unlisted renewable energy infrastructure returned -13.3%. ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
... dynamically managed multi-asset portfolios," Talevski said. Advisers already have access to Activus products, with managed discretionary accounts and model portfolios available across several platforms. This marks an expansion of its offering. "Activus ...

Net zero commitments in ASX200 companies doubles

CASSANDRA BALDINI  |  MONDAY, 25 JUL 2022
... last year. In the materials, energy and utilities, industrials, healthcare, real estate, financials and consumer discretionary sectors, 38 companies integrated sector relevant climate change metrics into their executive remuneration. The report said ...

SCA buys Centuria shopping centre portfolio

CHLOE WALKER  |  MONDAY, 20 JUN 2022
... throughout the past few years as local communities continued to rely on the supermarket anchored centres for their non-discretionary shopping," Centuria joint chief executive Jason Hulijch said. "Both funds have been held for long-term periods and the ...

Relax rate expectations: Franklin Templeton

CHLOE WALKER  |  FRIDAY, 3 JUN 2022
... by current markets would likely push Australia into a housing led recession," Canobi said. "Rising prices of non-discretionary items, such as food and energy, are de facto tightening and are doing some of the RBA's work for it in curbing demand." Currently ...

GDP rises but headwinds abound

ANDREW MCKEAN  |  THURSDAY, 2 JUN 2022
... increases, amid still high savings, we think elevated price pressures and lower assistance payments will start affecting discretionary consumption, thereby weighing on private spending," Barclays said. "Additionally, house prices which have started falling ...

Retirees doing it tough: ASFA

CHLOE WALKER  |  THURSDAY, 2 JUN 2022
... than the minimum to meet everyday expenses. McCrea added: "Retirees have faced significant price increases for non-discretionary items such as food, automotive fuel, and health costs." Fuel prices reached record levels in the March quarter, with automotive ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
... Separately managed accounts, or model portfolios, make up 52% of the managed accounts market, as at 2021 end. Managed discretionary accounts make up 40% of FUA while other IDPS wrap investment schemes hold 8%. "SMAs are taking over from MDAs because ...

ASIC bans financial adviser for five years

ANDREW MCKEAN  |  FRIDAY, 20 MAY 2022
... Perennial Growth, carried on a financial services business when he traded shares on behalf of clients and used managed discretionary accounts. However, Guan nor his company held an Australian financial services (AFS) licence. For part of that period ...