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Showing 831 - 840 of 1362 results for "Balanced"

'As expected' changing expectations

BENJAMIN ONG  |  THURSDAY, 31 JUL 2014
... (18 June statement) "The Committee sees the risks to the outlook for economic activity and the labor market as nearly balanced and judges that the likelihood of inflation running persistently below 2 percent has diminished somewhat." (30 July). Yup ...

Lonsec makes portfolio manager changes after review

STAFF WRITER  |  WEDNESDAY, 30 JUL 2014
... Following a strategic asset allocation (SAA) and model portfolio review, Lonsec 's Core Model Portfolios will now have a more balanced allocation between global and Australian equities and an increased allocation to alternative assets. The investment ...

IOOF launches defensive equity portfolio

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
... mandate and Plato's high yielding Australian direct equities mandate. "Many managers feed defensive equities into their balanced portfolios as part of their mainstream Australian equity exposure irrespective of the risk profile of the different balanced ...

Government succeeds in securing final FoFA changes

LAURA MILLAN  |  WEDNESDAY, 16 JUL 2014
... product or commissions are considered conflicted remuneration. Other types of payments such as performance bonuses and balanced scorecards are still permitted in general advice. From now on, advisers will not need to send Fee Disclosure Statements (FDS) ...

Sustaining confidence in the Australian financial system: Murray

DAVID MURRAY  |  TUESDAY, 15 JUL 2014
... future. While currently embryonic, growth in leverage may create future vulnerabilities. The need for soundness has to be balanced against the need for efficiency and responsiveness. In this report, we see competition as the cornerstone of a well-functioning ...

CBA unveils tougher adviser standards

LAURA MILLAN  |  MONDAY, 14 JUL 2014
... broad transformation. "We had to recruit new people to the business, advisers and management," Perkovic said. Today, a balanced scorecard remuneration model values ongoing advice reviews, upfront advice, customer satisfaction and compliance. CBA has ...

QIC funds added to Federation platform

JAMES FERNYHOUGH  |  THURSDAY, 10 JUL 2014
Two QIC managed funds, DDH Global Fixed Interest Alpha Fund and the DDH Balanced Growth Fund, have been added to the Federation Managed Accounts fund. The funds' responsible entity is DDH Graham, and the funds are managed by QIC. Federation described ...

Funds return 11% in May

STAFF WRITER  |  MONDAY, 7 JUL 2014
... segment convergence that appeared immediately post the MySuper launch seems to have washed through the system. Focusing on balanced options among workplace funds rather than defaults paints the same picture as NFP workplace balanced options delivered ...

AustralianSuper balanced option returns 13.88% in FY13

LAURA MILLAN  |  MONDAY, 7 JUL 2014
The equity markets' rally has contributed in AustralianSuper balanced option delivering 13.88% returns after investment fees and taxes for financial year 2013. The result was influenced by equity markets rallying both in Australia and globally. The ...

ISA FoFA report sparks industry outrage

LAURA MILLAN  |  MONDAY, 7 JUL 2014
... allowing commissions on execution services, commissions on all basic banking products and commission-based bonuses via balanced scorecards. The organisation also mentioned "extending grandfathering so commissions can be traded." The FSC chief executive ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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