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Showing 51 - 60 of 3081 results for %22M Core%22

Investors livid over fresh portfolio valuation: Mayfair 101

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2024
Mayfair 101 says its noteholders have been left devastated by new sales data that suggests the Mission Beach real estate portfolio has increased in value by as much as $170 million. Mayfair 101 purchased the portfolio of 200-plus properties in 2019. ...

Balanced portfolios to reap rewards in 2024: UBS

CHLOE WALKER  |  TUESDAY, 9 JAN 2024
According to UBS' latest Family Office Quarterly Report, investors who keep a diversified multi-asset portfolio as a core investment strategy are most likely to successfully protect and grow real wealth over the year. The report, written by UBS chief ...

Citi broadens custody offering

ANDREW MCKEAN  |  MONDAY, 18 DEC 2023
... issuers," he said. As previously reported by Financial Standard, Citi recently facilitated the ASX listing of three dual-access core equities strategy ETFs for Dimensional Fund Advisors. Notably, Citi has been the custodian and fund administrator for ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... strategies. Realindex Australian Share Value Class A was called an excellent choice for investors seeking a value leaning or core domestic exposure at an attractive price. Morningstar's conviction in the strategy to deliver long-term positive alpha over ...

AustralianSuper in talks to extend administration services mandate

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
AustralianSuper has signed a memorandum of understanding (MoU) with Link Group to negotiate an extension to their core administration services partnership. Link Group's Retirement and Superannuation Solutions (RSS) business and AustralianSuper will ...

Local housing market to reach inflection point: Research

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
Research by CoreLogic suggests the Australian housing market is heading towards an inflection point, with the rate of growth in home values becoming more diverse but generally weakening. According to the research, commissioned by NAB for its December ...

J.P. Morgan lists fixed income ETFs

CHLOE WALKER  |  FRIDAY, 8 DEC 2023
... the market are "top-notch" and aim to fulfil the local investors' requirements, whether they seek equity income, bonds, core global equities, or sustainable funds. "This is the advantage of investing with a global active asset manager - our size ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... fund managers, psychologists, wellness experts, travel agents, and tax experts. While investment management is undoubtedly a core service required by HNW clients, the report said it is likely to be simply one of many utilised in solving their problems. ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... in fixed-income yields," it said. Over the period between November 2020 and November 2023, the yield on the Morningstar US Core Bond Index experienced a significant rise from 1.2% to 5.4%. However, the dividend yield of the Morningstar US Market Index ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
... investable assets, would almost unanimously (97%) recommend their adviser to their children in the future, with over three in four core and mass affluent clients are likely to recommend their adviser to their children in the future. "We know intergenerational ...