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Showing 61 - 70 of 551 results for "Discretionary"

ETFs had best year in 2021: Vanguard

CHLOE WALKER  |  THURSDAY, 13 JAN 2022
... pandemic. "We believe this is because Australians seek ways to build sustainable income or new avenues to channel discretionary pay," Tieu explained. "While demand for ETFs from advisers and institutional investors remains strong, it's the surge in retail ...

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... completing due diligence, Clime's transfer of $270 million to establish the separately managed account and managed discretionary account solution with Ralton is in exchange for a 75% ownership in the latter. The managed accounts strategy is set to ...

Do inflows follow performance?

JAMIE WILLIAMSON  |  FRIDAY, 10 DEC 2021
... that performed well in the previous 12 months. According to the research, the impact of returns is greater in small discretionary subsectors like small caps, emerging markets, and infrastructure where there are less products on offer. "These effects ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... derivatives, making them worth four times more, Radar Results chief executive John Birt said. AFSLs with managed discretionary accounts can sell for $120,000, while those with forex capability are rare and generate a premium. After the 2012 Future of ...

Energy leads top stock picks: Morningstar

ANNABELLE DICKSON  |  THURSDAY, 7 OCT 2021
... elevated sales, rather than the return to our long-term trend as our intrinsic valuations suggest. The median consumer discretionary stock is trading at a 12% premium to our fair value estimate, and we view the sector as significantly overvalued overall," ...

Investment consultants launch net zero scheme

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... stewardship. The commitments apply to investment advisory service and business operations. For the consultants which offer discretionary asset management services, the commitments include a pledge to align with the Net Zero Asset Managers Initiative ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... split in funds under management remained very close between separately managed accounts ($51.09 billion) and managed discretionary accounts ($48.01 billion). IMAP chair Toby Potter said at a briefing that the data showed a cumulative growth rate over ...

Pandemic hasn't killed retail: Airlie

ELIZABETH MCARTHUR  |  FRIDAY, 30 JUL 2021
... cash". "We have closed international borders, that traps all that money that we normally send overseas - like our discretionary spending on travel, holidays - here. And it gets spent really broadly across our economy," Fisher said. "Whereas the money ...

NGS Super awards $150m small caps mandate

KANIKA SOOD  |  MONDAY, 19 JUL 2021
... June end. It invests in both developed and emerging countries, with current sector favorites including consumer discretionary, information technology and industrials. About 59% of the fund is invested in US listed stocks. Kansas headquartered American ...

Bank rebound buoys Aussie equities funds

ELIZABETH MCARTHUR  |  MONDAY, 19 JUL 2021
... Mercer head of portfolio management Ronan McCabe said. "Cyclical stocks in the financials, materials and consumer discretionary sectors typically outperform the market as they are able to benefit from the upswing in earnings and profitability. Stocks ...