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Showing 631 - 640 of 943 results for "Investment Portfolio"

Global appetite up, local confidence down

LAURA MILLAN  |  MONDAY, 9 FEB 2015
... over 560 actively engaged investors and found that 44% believe they need more international assets in their investment portfolio. The figure is at its second highest level since inception in June 2013. The survey also found that investors' 12-month capital ...

ASIC to face legal action over Storm Financial

LAURA MILLAN  |  THURSDAY, 5 FEB 2015
The Australian Securities and Investments Commission (ASIC) is facing a class action for its alleged delay in taking action against Storm Financial and for allegedly acting to protect the interests of major banks, particularly the Commonwealth Bank ...

Retail investor confidence in domestic market low

STAFF WRITER  |  FRIDAY, 30 JAN 2015
Retail investors say they have low confidence in Australia's economic outlook and a low appetite for investment risk, but their portfolios don't reflect that view. That's according to Goldman Sachs Asset Management (GSAM)'s latest Retail Investor Survey ...

Separate risk advisers from other planners: Synchron

LAURA MILLAN  |  THURSDAY, 29 JAN 2015
A life insurance policy has more in common with car insurance policies than with an investment portfolio and therefore risk advisers should be kept separate from other financial planners, Synchron director Don Trapnell argued. "For some reason, risk ...

WAM Research investment portfolio outperforms index by 10.1%

ALEX BURKE  |  TUESDAY, 27 JAN 2015
Wilson Asset Management's (WAM Research) investment portfolio rose 15.1% in the 12 months to 31 December 2014, outperforming the index by 10.1%. In the six months to 31 December 2014, the portfolio maintained an average equity weighting of 69.1% and ...

Andrew Hewison takes over Hewison Private Wealth

LAURA MILLAN  |  TUESDAY, 20 JAN 2015
Andrew Hewison has taken over the role of managing director at Hewison Private Wealth, while current managing director and founder John Hewison will become the firm's chairman. As chairman, John Hewison will oversee strategic matters for the business ...

Altius launches ethical bond fund

MARK SMITH  |  THURSDAY, 4 DEC 2014
Altius Asset Management has launched a new sustainable bond fund designed to align with investors' social values without compromising investment returns over the long-term. The Altius Sustainable Bond fund invests in a diversified portfolio of Australian ...

Family trusts overlooked amid SMSF boom

MARK SMITH  |  TUESDAY, 28 OCT 2014
Financial advisers are overlooking a huge range of benefits that family trusts have over self-managed super funds for their high net worth clients, according to HLB Mann Judd Sydney head of wealth management Michael Hutton. Hutton said that despite ...

Market Vectors launches international ETF

MARK SMITH  |  MONDAY, 13 OCT 2014
Market Vectors ETFs is set to launch a new international equities ETF on the Australian Securities Exchange (ASX). The ETF is pegged to the MSCI World ex Australia Quality Index which selects international companies on the basis of three key quality ...

ClearView launches new super product

JAMES FERNYHOUGH  |  THURSDAY, 9 OCT 2014
... administration platform. The super and pensions product, WealthFoundations, offers 14 diversified and single sector Investment Portfolio Service (IPS) strategies, a LifeStages strategy and a Guaranteed Cash option. ClearView described the product as ...