Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 651 - 660 of 1539 results for "Goals"

Pension funds sue Allianz Global Investors

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... claimants and their investment consultants determined that the Structured Alpha Portfolio fit with their overall investment goals and risk tolerances."

Low rates put retirees at risk: Vanguard

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
... where a portfolio's asset allocation is set at a level that can sustainably support the spending required to meet those goals and encourages the use of capital returns when necessary."

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
... investors need," he said. "What the wise do in the beginning, fools do in the end. Portfolios need to be managed actively, goals-based and able to respond rapidly to the ever changing economic environment."

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... managed accounts (SMA) service. Futuro Financial Services and Profusion Planning have joined the SMA service, which has goals-based models and manages 18 multi-asset, Australian equities and ETF portfolios, aiming to give time back to advisers. Aberdeen ...

Six Park, Rollit Wealth announce partnership

ALLY SELBY  |  MONDAY, 28 SEP 2020
... committee, he said. "We believe this is a great investment approach for everyday Australians seeking to achieve their financial goals," MacLeod said. In the low interest rate and volatile market environment, many Australians see an opportunity to invest ...

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... a new client to Xplan and up to an hour when conducting reviews for existing clients. AstuteWheel provides advisers with goals based advice, scope of advice, education and marketing tools, online questionnaires and financial modelling calculators which ...

S&P launches sustainable versions of flagship indices

ELIZA BAVIN  |  FRIDAY, 25 SEP 2020
... respective parent indices. It said the move has come as US and global investors aim to further align their sustainability goals with more mainstream investments. "S&P Dow Jones Indices is proud to be at the forefront of cutting-edge ESG indexing and ...

MLC cuts fees, commissions

ELIZABETH MCARTHUR  |  FRIDAY, 25 SEP 2020
... will be effective from 2 November 2020. "We're committed to giving you the best opportunity to reach your financial goals. That's why we're continuing our efforts to improve our products-for the benefit of you and all our investors," MLC ...

MSCI launches UN SDG alignment tool

KARREN VERGARA  |  FRIDAY, 18 SEP 2020
MSCI has launched a tool that assesses companies' compatibility with the United Nations Sustainable Development Goals. The MSCI SDG Alignment Tool examines a company's operations, products, services, policies and practices, and determines its ...

Portfolio insurance provides strong protection: Research

ELIZA BAVIN  |  THURSDAY, 17 SEP 2020
... is a difficult decision for the government and individuals alike in balancing the short-term needs and long-term saving goals. But withdrawing superannuation balances while losing jobs could have severe consequences for retirement savings," Xu said. ...