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Showing 41 - 50 of 166 results for "Managed investments"

Royal Commission to disrupt product distribution: Roy Morgan

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... 39% of existing home loan balances attributable to this sector. The greatest use of intermediaries is for managed investments, largely through financial advisers, with about 56% of managed investments sold this way. Financial advisers and insurance brokers ...

Australia Day honours recognise industry stalwarts

JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
... Insurance Asset Management. Haddock also previously served as chair of Commonwealth Bank's Commonwealth Managed Investments from 2009 to 2014. An AO was also awarded to Dr Bronwyn King, the founder and chief executive of Tobacco Free Portfolios. ...

Tobacco-free portfolios divide investors: Poll

KARREN VERGARA  |  MONDAY, 29 OCT 2018
... BT Financial Group said it is extending its ESG exclusion framework to investment mandates for internally managed investments, saying customers demand sustainable investing that aligns with their values. Colonial First State also moved to offload all ...

BennBridge boutique launches small caps fund

KANIKA SOOD  |  THURSDAY, 18 OCT 2018
... Companies Fund, which will hold 40-60 stocks. It will be led by Paul Marriage and John Warren who have previously managed investments together at Cazenove Capital and Schroders. Tellworth co-founder Paul Marriage said: "Having managed a similar fund ...

BTFG expands tobacco divestment

HARRISON WORLEY  |  THURSDAY, 18 OCT 2018
... controversial weapons. The firm is extending its ESG exclusion framework to investment mandates for internally managed investments, saying customers demand sustainable investing that aligns with their values. In a media release, BT said it would act ...

ETFs attracting more money than LICs

KANIKA SOOD  |  MONDAY, 15 OCT 2018
... picked up with most new products targeting thematic investments (like robotics, Asian stocks) or actively managed investments. "Product development has been significant in September - the number of products launched this month is greater than the total ...

Industry bodies respond to RG97 review

KARREN VERGARA  |  THURSDAY, 26 JUL 2018
... welcomed the recommendations aiming to overhaul fee and cost disclosure practices of superannuation funds and managed investments under Regulatory Guide 97. Darren McShane, appointed by ASIC to spearhead the independent review, urged the industry to ...

ASIC unveils RG97 review

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... ASIC has welcomed an independent report proposing 34 changes to fee transparency for superannuation funds and managed investments under Regulatory Guide 97. The report, prepared by managed investments and super regulation veteran Darren McShane, engaged ...

Westpac ditches SMSF lending

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... report splits SMSF asset allocation into the following: direct shares (36%) cash and cash products (23%), managed investments (22%), direct property (12%) and other (4%). The study of 1096 SMSFs showed 82% agreed diversifying their SMSF is important ...

SMSFs missing out on returns

KANIKA SOOD  |  WEDNESDAY, 6 JUN 2018
... with respondents self-reporting that they had 36% in direct shares, 23% in cash and cash products, 22% in managed investments, 12% in direct property and 4% in other investments. The study showed 82% agreed diversifying their SMSF is important but "in ...