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Showing 621 - 630 of 943 results for "Investment Portfolio"

Perpetual Private hires two analysts

MARK SMITH  |  MONDAY, 4 MAY 2015
Perpetual Private has bolstered its investment research team with the appointed two new analysts. David Blunt and Deana Leong have joined the high net worth advice firm's 11 person research team, which covers capital markets research, asset allocation ...

LGS launches shareholder voting website

DARREN SNYDER  |  MONDAY, 4 MAY 2015
... environmental, social and governance (ESG) issues to ensure the addressing of potential risks across the investment portfolio. "Voting at shareholder meetings forms a key element of this engagement and is an important element of our ownership rights ...

Bennelong partners 4 Corners to offer infrastructure

DARREN SNYDER  |  WEDNESDAY, 22 APR 2015
... and Bennelong. 4 Corners Infrastructure is described as an agnostic investor looking to run a concentrated investment portfolio of 30-60 stocks. As co-founders of 4 Corners, Morrison and Shaw will share the roles of chief executive and chief investment ...

FEATURE: How boutiques got their groove back

STAFF WRITER  |  WEDNESDAY, 15 APR 2015
Hamish Douglass, Roger Montgomery, Kerr Neilson, David Paradice, Tim Samway, John Sevior, Anton Tagliaferro, Geoff Wilson. These are some of the leading lights in the local investment market. What they all have in common is finding huge amounts of success ...

US schools should teach finlit

ALEX DUNNIN  |  THURSDAY, 26 MAR 2015
While US federal and state governments explore ways to boost private savings among Americans and introduce fiduciary standards for advisers, a major association has said a more important step is introducing financial literacy training into school curriculum. ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
MyPlanner dealer group has set up a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider ...

Fixed income offers little equity risk protection: CFM

MARK SMITH  |  WEDNESDAY, 4 MAR 2015
Ultra low interest rates across the developed world mean investors have lost the ability to use fixed income assets as their central pillar of protection against equity market risk. That's according to one of the heads of the $6 billion French hedge ...

BetaShares funds now available on AMP platforms

ALEX BURKE  |  TUESDAY, 3 MAR 2015
... these funds provides a different exposure and can be used individually or collectively to build a diverse investment portfolio that helps clients to effectively plan for retirement. Some of the funds also contain elements of strategies that otherwise ...

UBS launches ethical ETFs

ALEX BURKE  |  MONDAY, 23 FEB 2015
UBS Global Asset Management has launched six ETFs aimed at "ethical" investors. The new funds track the MSCI indices that exclude access to tobacco products as well as cluster bombs, landmines, depleted uranium, and chemical and biological weapons. ...

Nikko AM managing director resigns

LAURA MILLAN  |  MONDAY, 16 FEB 2015
... in 2003. Davis had also been responsible for overall management of a proprietary Australasian private debt investment portfolio for Maple Financial Group. He also spent 13 years with Merrill Lynch in a variety of Australian and international roles and ...