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Showing 801 - 810 of 943 results for "Investment Portfolio"

Revamp member education: Ezra

MICHAEL HOBBS  |  TUESDAY, 8 SEP 2009
... money and borrowing appropriately. Citing US research, Ezra said pension fund members that choose their own investment portfolio underperform the default fund with the same investment risk by around 1 per cent on average over long periods of time. He ...

Russell signs UN PRI

COMPANY RELEASE  |  FRIDAY, 4 SEP 2009
Russell Investments has become a signatory of the United Nations' Principles for Responsible Investment (UN PRI). "Russell became a UN PRI signatory in recognition of the increasingly widespread client demand for strategic advice and solutions that ...

Capital protection should be core to satellite

MICHELLE BALTAZAR  |  FRIDAY, 28 AUG 2009
... enable investors to take exposure to unfamiliar assets, especially those that are suitable for use within the investment portfolio satellites," he said. But there are many ways to protect investor capital, each with its pros and cons. For example, one ...

Caveat to APRA data: ASFA

ASFA MEDIA STATEMENT  |  FRIDAY, 21 AUG 2009
... needs, they are being charged fairly for the services they receive and that their money is in an appropriate investment portfolio. "The data that APRA collect do not provide this information to consumers." ASFA noted that the super funds at the top of ...

Gen Y have unrealistic investment expectations: research

MICHAEL HOBBS  |  TUESDAY, 18 AUG 2009
... downgraded their expectations to single digit returns. However, while Gen Y expectations remain high, the average investment portfolio is conservative. The research found the average Gen Y investor holds a third in cash, more than 16 per cent in investment ...

Liquidity problem in unlisted assets overstated: RWA

ALEX DUNNIN  |  THURSDAY, 13 AUG 2009
Liquidity is not a problem for most funds with high weightings to unlisted assets because they are protected by strong positive cashflows and most members are in the diversified default option. The criticism against unlisted valuation practices by retail ...

BGL signs on to OneVue SMA

COMPANY RELEASE  |  MONDAY, 13 JUL 2009
... the product. OneVue's head of transition strategy, Brett Marsh, says SMSF Invest is an SMA plus a personal investment portfolio, and will be targeted towards professionals currently servicing the SMSF market. OneVue Limited is a provider of separately ...

RaboPlus adds index funds

COMPANY RELEASE  |  WEDNESDAY, 24 JUN 2009
RaboPlus has added eight Vanguard Investments index funds to the firm's platform and is halving the brokerage across all the fund manager's products till the end of July. The firm's platform now includes the Vanguard Australian Shares Index fund; Australian ...

FSP transitions to Oasis

COMPANY RELEASE  |  FRIDAY, 12 JUN 2009
... consumer choice and flexibility," said Lowe. Oasis partners with dealer groups to build, design and administer investment portfolio and super wraps, together with other associated services. Oasis is rated one of Australia's top three platforms, according ...

Legalsuper hires investment expert

COMPANY RELEASE  |  FRIDAY, 12 JUN 2009
... light of the substantial growth in assets under our stewardship and the increasing diversity of legalsuper's investment portfolio," he said. Legalsuper has more than 25 per cent of its members invested outside the default option - many funds in the industry ...