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Showing 701 - 710 of 1362 results for "Balanced"

XTBs added to OwnersAdvisory

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2016
... working closely with OwnersAdvisory to help further educate investors about the role of corporate bonds within a well-balanced and diversified portfolio."

CommInsure update champions progress

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... overall, the KPIs did not raise issues that would lead to adverse customer outcomes," the bank said. "KPIs were found to be balanced between good quality decisions and customer experience, along with people and productivity, and incentives generally ...

Morningstar multi-asset funds recommended

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
... Aggressive Real Return Fund as well as the Morningstar High Growth Real Return, Morningstar Growth Real Return, Morningstar Balanced Real Return and Morningstar Conservative Real Return funds. "Zenith's ratings provide a rigorous endorsement of the quality ...

ANZ to sell Asian retail, wealth businesses

JAMIE WILLIAMSON  |  MONDAY, 31 OCT 2016
... assets. ANZ chief executive Shayne Elliott said the current priority is to create "a simpler, better capitalized, better balanced bank". "Asia remains core to ANZ's strategy. This transaction simplifies our business while allowing us to continue to benefit ...

CBA reinforces gender equality through financial education

KERRIE SYDEE  |  MONDAY, 24 OCT 2016
... powerful ways we can make a difference." The Our Watch review concluded the primary and secondary Start Smart programs had balanced representation of gender and provided eight recommendations for the programs. CBA has implemented all eight recommendations ...

Eaton Vance acquires $16bn fund manager

ALEX BURKE  |  MONDAY, 24 OCT 2016
... has been a pioneer in the responsible investment sector. Its Calvert Social Investment Fund (later renamed the Calvert Balanced Portfolio) was the first mutual fund to oppose investments in apartheid-era South Africa. Calvert provides actively and passively-managed ...

VanEck ETFs receive Zenith rating

JAMIE WILLIAMSON  |  FRIDAY, 21 OCT 2016
... year-on-year earnings growth; and low financial leverage," Neiron said. Zenith said that the Australian Equal Weight ETF creates balanced exposure and removes all bias to stocks by weight of market cap as a result of the equal weight methodology; "exposure ...

ETF managers now among Australia's fastest growing

DARREN SNYDER  |  THURSDAY, 6 OCT 2016
... Australia's 12 month FUM increase of 2.6% was again found to closely match the 2.9% overall superannuation return for default balanced-growth investment strategies as measured by the June 2016 SelectingSuper MySuper performance index. But it is in the ...

Clock ticks for institutional advice licensees

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
... don't believe the industry's focus on adviser numbers as a success metric is the right one." "Taking into account a more balanced or risk-weighted view of business is really important to Infocus. We want to ensure we're working with qualified, experienced ...

Lonsec increases global exposure

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
Lonsec has shifted the strategic asset allocation weights for its traditional balanced risk profile in order to meet investment objectives. As part of its recent strategic asset allocation review, the investment firm made downward adjustments to its ...