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Showing 51 - 60 of 1887 results for %22Class Portfolio%22

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... available on HUB24 Invest, Super and Pension, encompasses a range of passive, active and ESG-managed portfolios from portfolio managers including AZ Sestante, Betashares, Blackrock iShares, Elston, Lonsec, Morningstar, Vanguard, and Zenith. HUB24 director ...

Inflation still too sticky: Report

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... slowdown, and housing markets stresses are starting to show up. Consumer spending is also softening out." Goh said at an asset class level, underweighting equities and being a bit more conservative on equity holdings, will put abrdn in a "good position ...

Australia a central focus for alternatives: Apollo

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... investments are currently receiving considerable attention but emphasised that the Australian market has been across the asset class for some time. "Australian investors seem to be a little bit further down the path in accepting new structures that are ...

Wealth managers seek better data warehouse solutions: BNP Paribas

CHLOE WALKER  |  FRIDAY, 10 NOV 2023
... this data," he said. "For example, with some clients we use our AI pre-prepared reporting to have a vision of their portfolio - how it's changed from one month to another or even from one day to another, as well as information regarding their tax ...

Hejaz rolls out Australia's first Sukuk ETF

ANDREW MCKEAN  |  THURSDAY, 2 NOV 2023
... afford Australian Muslims the opportunity to increase their wealth in alignment with their faith, through access to "world-class" financial products. "The Hejaz Sukuk Active ETF (Managed Fund) fills a substantial gap in the market by enabling Muslims ...

La Trobe reveals global strategy, partners

CASSANDRA BALDINI  |  THURSDAY, 2 NOV 2023
... committed to the Australian market and La Trobe Financial is high-quality and a key strategic partner in bringing our world-class expertise to Australian investors," he said. Talking to the company scale, Andrews noted La Trobe has $18 billion in assets ...

Caddick victims sue auditors in class action

KARREN VERGARA  |  MONDAY, 30 OCT 2023
A new class action led by victims of Melissa Caddick alleges that auditors of their self-managed superannuation funds failed their jobs to detect fraudulent activities. Twenty-four victims, together with the help of Melbourne-based law firm Mackay Chapman ...

Stockspot launches two options

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... aim to protect investors from soaring inflation and generate higher levels of income respectively. The Topaz Inflation portfolio invests exchange-traded funds cover a range of countries, asset classes, and sectors. Its grossed-up income for 12 months ...

CFA final exam pass rate declines

CHLOE WALKER  |  THURSDAY, 26 OCT 2023
... 2024, candidates registering for their Level III CFA Program exam will be able to select from three specialist pathways: portfolio management (the traditional version of CFA Level III), private markets, and private wealth. Weise said the specialist pathway ...

Alternative assets are the way forward: Forum

CASSANDRA BALDINI  |  THURSDAY, 26 OCT 2023
... admits when talking alternatives one question on everyone's mind is the risks associated with the diverse and broad asset class. "Correlation to global equities is actually quite low," he said. "So, from a portfolio construction perspective, the ...