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Showing 881 - 890 of 1707 results for "Asset allocation"

Sentry Group appoints head of wealth solutions

ALEX BURKE  |  THURSDAY, 1 SEP 2016
... involve coaching and training advisers in portfolio structures and construction, in-depth product comparisons, asset allocation and investment strategies, and related products and services to address the needs of their clients. "Based at Sentry's Perth ...

Insurers face significant asset risk charges from downgrade

KERRIE SYDEE  |  TUESDAY, 30 AUG 2016
... LAGIC credit charge without APRA amending the rating tiers, particularly if they wished to maintain their current asset allocation," Langer said. "There are potential courses of action that could help minimise a credit charge increase, such as to maintain ...

Vision Super adds sustainability option to menu

MARK SMITH  |  TUESDAY, 23 AUG 2016
... low-cost sustainable balanced option invests in a range of assets classes and has a 70/30 growth/defensive strategic asset allocation. It is managed passively and is available to members of Vision Personal.

Schroders joins exchange-quoted managed fund game

MARK SMITH  |  TUESDAY, 16 AUG 2016
... around the world, investors need to make some changes - so they can be far more dynamic in their management of asset allocation and ensure they have much better diversification of both risk and return. GROW provides all of this in a simple, packaged ...

BUSSQ sees C-suite expansion

DARREN SNYDER  |  WEDNESDAY, 10 AUG 2016
... (balanced), and Retirement (balanced) fund options over the 12 months to end April 2016. BUSSQ targets a 24% asset allocation to property and infrastructure in its MySuper investments and the July Rainmaker Benchmarking report put paid to the idea that ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... portfolios which will allow users to analyse a portfolio's performance where changes have been made to holdings or asset allocation over time and create user defined product asset classes. This feature will allow users to easily compare their portfolio's ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... those who use IP's investment portfolios, allowing advisers to seamlessly use their own investment portfolio and asset allocation. The new service is designed to bring a greater level of scalability and customisation to the IP technology and provide ...

Stanford Brown hires former Philo Capital CIO

ALEX BURKE  |  WEDNESDAY, 3 AUG 2016
... director at Third Link Investment Managers and Pluton Holdings. Prior to Philo, he was chair of Centric Wealth's asset allocation and portfolio construction committee, chief executive at Investing 101, a co-founder of Tribeca Learning and has held other ...

Former Calastone MD launches fintech solution

KERRIE SYDEE  |  THURSDAY, 28 JUL 2016
... they can currently. The software is independent, meaning advisers have the flexibility to implement any model or asset allocation and tailor each client portfolio to their particular preferences. MA Operator co-founder, Brett Westbrook, said MA Operator ...

SMSFs will shape the future of ETFs

DARREN SNYDER  |  TUESDAY, 26 JUL 2016
... Vanguard product rollout has probably been the most disciplined, being very focused on the traditional strategic asset allocation of financial planning clients," Dyall said. Not long after the market saw its first smart beta products, and providers such ...