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Showing 661 - 670 of 1539 results for "Goals"

Fees should reflect investor skill: AB

ELIZA BAVIN  |  WEDNESDAY, 16 SEP 2020
... commensurate to the value you're receiving," Fay said. In addition, Fay said investors need to focus on long-term investing goals which have only been re-affirmed due to the COVID-19 pandemic. "The focus needs to be on long-term investing goals. For ...

Super funds accused of chest beating on climate change

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 SEP 2020
... many fossil fuel producers UniSuper invests in have expansion plans that are totally inconsistent with the Paris climate goals, the fund must be anticipating these companies will announce plans to wind down production in line with the Paris goals, or ...

HESTA adds to leadership team

ELIZA BAVIN  |  MONDAY, 14 SEP 2020
... join the effort in contributing to helping our health and community services professionals reach their long-term retirement goals." Chief investment officer Sonya Sawtell-Rickson said the appointment marks a significant step forward in the implementation ...

BlackRock wins $7.1bn mandate

KARREN VERGARA  |  FRIDAY, 11 SEP 2020
... UK at BlackRock, commented that the fund manager is looking forward to helping members achieve their long-term investment goals. "A vast number of schemes are currently navigating an uncertain global environment, and more and more making the decision ...

Ethical fund manager hires

JAMIE WILLIAMSON  |  MONDAY, 7 SEP 2020
... take ownership of the ethical investment strategy, evolving the integration of ESG data and the UN Sustainable Development Goals into the investment process, the fund manager said. "I believe that sustainable finance and sustainable infrastructure are ...

CoreLogic appoints financial services solutions head

ANNABELLE DICKSON  |  MONDAY, 7 SEP 2020
... Australasia with a hire from Genworth. Eugene Vassiliev will be responsible for assisting the financial services industry in its goals to grow, manage risks and optimize customer engagement by providing solutions in areas of operational efficiency and ...

IOOF names licensee chiefs, acquires platform

JAMIE WILLIAMSON  |  WEDNESDAY, 2 SEP 2020
... less time is spent collecting data and more time is spent on creating a plan to help the client achieve their financial goals. It also reinforces our commitment to continue to innovate in the space and build new advice delivery methods." Also commenting ...

HESTA partners for global equities

JAMIE WILLIAMSON  |  MONDAY, 31 AUG 2020
... committed to delivering truly differentiated alpha and research to assist HESTA and its members in achieving their retirement goals," Kouryialas said.

IOOF buys MLC Wealth for $1.4bn

ELIZA BAVIN  |  MONDAY, 31 AUG 2020
... brings together a combined culture and common purpose of community spirit and supporting people to achieve their financial goals," he said. "The combination of IOOF and MLC brings wide-ranging capabilities, technical expertise and a purpose driven mindset ...

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
... already use a range of retirement income strategies to effectively serve their retiree clients (with income bucketing and a goals-based approach most often used), they still demand more help from product providers," he said. "To effectively help planners ...