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Showing 601 - 610 of 943 results for "Investment Portfolio"

Equipsuper invests in fintech, robo-advice firm

LAURA MILLAN  |  MONDAY, 28 SEP 2015
Equipsuper has invested in a fintech startup that will develop the fund's digital advice and investment platform. Clover is a Melbourne-based financial technology company that offers an automated investment service. The platform adopts a goals-based ...

Treysta moves $200 million funds under advice into managed accounts

MICHELLE BALTAZAR  |  MONDAY, 28 SEP 2015
The next generation of financial advisers are in an enviable position to offer investment solutions that have long eluded their predecessors. Mark Nagle, executive director at Treysta Financial Life Management, explains how managed accounts have transformed ...

Sunsuper foresees independent director shift

DARREN SNYDER  |  MONDAY, 21 SEP 2015
Sunsuper has appointed a former Queensland treasurer and a former Macquarie Bank executive director to its board, increasing the number of independent directors ahead of proposed federal government super board changes. Joining Sunsuper this month are ...

Direct investment options are not SMSFs

DARREN SNYDER  |  FRIDAY, 18 SEP 2015
The SMSF Association has renewed calls for Australians to seek professional financial advice whether it be managing or seeking to begin a self-managed superannuation fund. SMSF Association chief executive Andrea Slattery said everybody should get advice ...

ANZ senior manager leaves to set up consultancy

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
ANZ senior manager of mandate research will set up his own consultancy, as the bank streamlines the Office of the CIO division. Nigel Douglas confirmed to Financial Standard that he has set up Douglas Funds Consulting, a firm that will provide consultancy ...

University investment portfolio includes tobacco and beer

DARREN SNYDER  |  THURSDAY, 10 SEP 2015
... (ESG) investment framework. Sydney University recently released its top shareholdings for its $1.4 billion investment portfolio. A previous commitment to reduce carbon emissions in its listed equity segment has led to holdings such as tobacco and breweries ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... discretion, by the investment manager. Individual investors, therefore, don't have as much agency over their investment portfolio as with an IMA or MDA, but retain direct or beneficial ownership of the underlying holdings, rather than a unit in a trust. ...

JBWere appoints philanthropic services head

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
JBWere has appointed a new head of philanthropic services. Shamal Dass has been with the philanthropic services team since 2012; up until his new appointment he was a director. Prior to that, he was head of sales - trustee and fiduciary services at ...

Manus and Nauru are immoral and risky: super funds

LAURA MILLAN  |  THURSDAY, 27 AUG 2015
Governance concerns and member pressure were behind HESTA and NGS Super's decision to divest from Transfield, but a closer look at the company revealed considerable investment risk. "We looked at it and we saw that there are a lot of other companies ...

Property rally drives Charter Hall results up

LAURA MILLAN  |  WEDNESDAY, 26 AUG 2015
... industrial, retail and hospitality sectors and it currently manages a total of 276 properties. The group's investment portfolio has returned 16.7% per annum over the last five years, outperforming the IPD/Mercer Wholesale Unlisted Property Funds Index ...