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Showing 781 - 790 of 1755 results for "Profile"

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
... More than 40% of the portfolio is now in technology. Douglass also argues the fund manager has not increased its risk profile as a result. As for Amazon, Douglass said he doesn't invest in Amazon "yet I spend about 10% of my time thinking about it because ...

Ethical investing fruitful for income investors

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
Retirees looking to include preferences for high environmental, social and governance performance and reduced carbon in global equity dividend strategies can do so without forfeiting income, according to AXA Investment Managers. A recent study by the ...

Managed accounts add brilliant value for dealer group

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
... portfolio construction tool that allows advisers to build individual portfolios for clients based on their goals, risk profile and liquidity requirements using five core portfolios: high growth, growth, balanced, moderate, and conservative. But it wasn't ...

JPMAM wins global equities mandate

ALEX BURKE  |  WEDNESDAY, 23 AUG 2017
... right through to the risk and control framework matched," Alcorn said. JPMAM's Global REI strategy carries a similar risk profile to the MSCI All Country World Index but uses stock-specific analysis to take small overweight and underweight positions ...

Liquidnet promotes Australian leader, names successor

DARREN SNYDER  |  TUESDAY, 22 AUG 2017
... trading, combined with his leadership skills, will underpin the future expansion of the Australian business. "Murrough's high profile in the industry, extensive skill set on the vendor side and solid understanding of electronic trading and technology ...

Retail managed accounts option gains traction

KARREN VERGARA  |  WEDNESDAY, 16 AUG 2017
... Statements of Advice (SOAs) and will be charged based on a management and performance fee only. Depending on an investor's risk profile, options available include two model ETF portfolios, and three alternative strategies covering margin foreign exchange ...

Environment to reshape real estate investment: LaSalle

ALEX BURKE  |  FRIDAY, 4 AUG 2017
... performance. "Our research finds that buildings with green attributes deserve a higher price in recognition of their lower risk profile, and that investors could therefore consider accepting returns that are 65 basis points lower for the right proper ...

SQM rolls out low-cost adviser platform

ALEX BURKE  |  MONDAY, 31 JUL 2017
... professionals will be able to insert any fund name, any listed entity and any property address to receive a full risk-return profile." "This has been a significant missing piece when advisers write a Statement of Advice (SOA). SQM will overcome this ...

Australian Ethical awarded industry fund mandate

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... Australian Catholic Superannuation and Retirement Fund to manage the sum via its balanced fund, which offers a diversified risk profile spanning all asset classes. The $7 billion Australian Catholic Superannuation and Retirement Fund said it is responding ...

Banks come out on top for climate change disclosure

EMMA RAPAPORT  |  TUESDAY, 11 JUL 2017
... base. "For example, banks who lend to the energy and materials sectors need to pay increasing attention to the emissions profile of their lending book," Davidson said. However other Australian business sectors do not appear to be doing as well. Less ...