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Showing 621 - 630 of 1489 results for "Diversification"

Foresight launches new wholesale fund

ELIZABETH MCARTHUR  |  TUESDAY, 10 SEP 2019
... small-scale renewable energy projects - with the objective of offering investors predictable income and yield margin and diversification benefits through lower correlation with the broader equity, property and bond markets. The green bond asset class ...

Whitehelm launches infrastructure fund locally

HARRISON WORLEY  |  THURSDAY, 29 AUG 2019
... "ideal defensive component of a balanced retail investor's portfolio". "The fund also offers greater risk diversification and a lower correlation to broad equity markets than most peer funds, with a low 0.6 beta to global stocks markets, and a high ...

ATO warns of SMSF concentration risk

KRISTI CHENG  |  WEDNESDAY, 14 AUG 2019
... diversifying their fund's investments; this can put the fund's assets at risk," the ATO said. "Lack of diversification or concentration risk, can expose the SMSF and its members to unnecessary risk if a significant investment fails." The ATO ...

Aussie millionaires are cashed up: Report

KARREN VERGARA  |  THURSDAY, 25 JUL 2019
... are comfortable with the composition of their portfolio as it is despite the risks associated with the lack of diversification. "Even though the majority of wealthy investors profess to be cautious - which is another way of saying they prefer to avoid ...

Russell launches next gen managed accounts

ELIZABETH MCARTHUR  |  THURSDAY, 18 JUL 2019
... strategies and ETFs. The suite is actively managed but complimented by passive management and factor investing for diversification and to provide a competitive price point. "Dynamism is important in today's investment environment. However, it isn't about ...

Politicians dishonest about fraud: VOFF

HARRISON WORLEY  |  MONDAY, 15 JUL 2019
... VOFF lambasted Jones for a 2013 quote where the new Shadow Minister suggested bad financial advice and a lack of diversification was the reason 8% of Trio victims lost retirement savings. "The reason these people lost their money is because they followed ...

Sovereign investors go back to fixed income

KANIKA SOOD  |  TUESDAY, 9 JUL 2019
... concerns and the prospect of negative returns from equities has led to increased fixed income allocations and more diversification in allocations to infrastructure, real estate and private equity markets," Invesco said in the report. An earlier report ...

Asset manager bolsters distribution team

HARRISON WORLEY  |  MONDAY, 8 JUL 2019
... interest rate environment. Global credit markets offer higher returns with a broad opportunity set with greater diversification and liquidity than the local market," he said.

Pension giant awards $1bn in mandates

JAMIE WILLIAMSON  |  THURSDAY, 27 JUN 2019
... director of sustainable investment and stewardship strategies Kirsty Jenkinson said. The firms offer geographic diversification and apply analytical rigour in incorporating environmental, social and governance factors into fundamental analysis while ...

Retiree savings won't last: World Economic Forum

HARRISON WORLEY  |  MONDAY, 17 JUN 2019
... liquidity and the ability to perform daily valuations may push investors into strategies with less options for diversification. "Currently, most retirement investment vehicles are largely based on traditional equity and fixed-income investments that ...