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Showing 811 - 820 of 1713 results for "Investment Strategy"

Hedge fund sector flourishing: Report

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... securities (UCITS) and employ similar strategies to hedge funds. Long-short (20%) was the most widely used investment strategy, followed by global macro (16%) and fixed income arbitrage (15%). About $20.1 billion of global AUM was under "suspended redemptions" ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... advised clients will be using managed portfolios in some form. Speaking in a panel session at the Morningstar investment strategy day in Melbourne, Entwistle said technology will also improve the customisation for both financial advisers and clients. ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... services industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment strategy day in Melbourne, Kevin Clifford - chairman and chief executive of North American distribution at American Funds, a part of ...

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
... full investment portfolio holdings disclosure ahead of regulatory requirements. At a Morningstar Australasia investment strategy day in Melbourne, managing director Jamie Wickham revealed 51% of the firm's investment management client base has opted ...

Fund managers' transparency poor: Research

KARREN VERGARA  |  FRIDAY, 10 NOV 2017
... running efficiently and fairly, given there is no standardised system in place to measure returns or describe investment strategy. Any misalignment between super funds, fund managers and investors may create long-term deterioration on retirees' retirement ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... included securities and derivatives, also traded in client accounts that was inconsistent or contrary to, the investment strategy agreed in the Statement of Advice. ASIC commissioner Cathie Armour said: "Financial advisers are expected to act with honesty ...

TCorp and Sunsuper buy UK airports

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... Pension Plan (OTPP) sold 30% of its stakes in Bristol Airport and Birmingham Airport as part of its broader investment strategy that brings "new ideas, capital and expertise to the table." TCorp and Sunsuper will each acquire 15% of Bristol Airport and ...

RG97 reshaping multi-asset strategy: Zenith

ALEX BURKE  |  TUESDAY, 31 OCT 2017
... disclosure standards for investors, it's having a more significant and largely unnoticed long-term effect on investment strategy. Zenith's 2017 Multi-Asset (Diversified) Sector Review noted the rising trend of multi-managers repositioning towards low-cost ...

Former Crestone CIO joins Aberdeen Leaders

ALEX BURKE  |  THURSDAY, 26 OCT 2017
... Sokulsky was previously chief investment officer of Crestone Wealth Management. Prior to that, he was head of investment strategy at UBS Wealth Management Australia and a senior trader and macro analyst at Denali Asset Management. He has also held roles ...

Crestone names new chief investment officer

JAMIE WILLIAMSON  |  WEDNESDAY, 25 OCT 2017
... be an invaluable asset to Crestone. "These opportunities include providing extensive economics research and investment strategy across all asset classes but in particular equities and fixed income opportunities and engaging with all our clients, fund ...