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Showing 41 - 50 of 653 results for "Kerri"

FinaMetrica partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
FinaMetrica has partnered with Financial Express to deliver its risk tolerance score technology through FE's asset allocation tools. FinaMetrica's risk profiling process scientifically assesses a client's risk tolerance to help advisers deliver suitable ...

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 ...

Time is up for the static portfolio mix: JPMAM

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
Investors who maintain a simple static allocation mix will have to come to terms with a trajectory of falling returns, according to the 2017 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions. For investors looking to achieve ...

Green bonds open impact avenue

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
The interest and popularity of socially responsible investments has created new opportunities for investors, and green bonds especially have opened avenues to impact investments for fixed income investors. According to Moody's Investors Service, in ...

Bennelong fund added to two platforms

KERRIE SYDEE  |  FRIDAY, 25 NOV 2016
The Bennelong Concentrated Australian Equities Fund has been added to the Macquarie and BT Wrap platforms. Managed by Bennelong Australian Equity Partners (BAEP) the fund has achieved an average annual return of 17.49% since inception. The Concentrated ...

Future of advice is bionic, not robo

KERRIE SYDEE  |  THURSDAY, 24 NOV 2016
The future of financial advice will not be dominated by robo advisers but instead will be bionic, empowered by continual improvements to technology. Speaking at a media briefing in Sydney, Colonial First State general manager products and investments ...

Blackstone acquires US$748m portfolio

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Blackstone has purchased a portfolio of 16 US multifamily apartment assets for US$748 million. Purchased from SPIRE CAPITAL, the sale is part of SPIRE's progressive exit of the underlying US ROC II fund managed by SPIRE's US private equity real estate ...

Professional Standards legislation hits parliament

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Minister for Revenue and Financial Services, Kelly O'Dwyer has introduced legislation to mandate professional standards for financial advisers. The Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 includes compulsory education ...

Hyperion opens fund to retail market

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
High-conviction equities manager Hyperion Asset Management has opened the Hyperion Global Growth Companies Fund to direct applications from retail investors. The Global Growth Fund aims to invest in the highest quality global companies in developed ...

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
Colonial First State has introduced a new same day Record of Advice (RoA) generation functionality to FirstNet Adviser, allowing advisers to generate an RoA in as little as 30 minutes. The added functionality comes six months after CFS first launched ...