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Showing 71 - 80 of 3220 results for "Alternative"

Adviser with Investport links sees ban affirmed

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... some clients to establish a self-managed superannuation fund to do so when doing so was less cost-effective than an alternative option. One such client had financial difficulties, with not enough in the SMSF to cover insurance payments, while facing ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
Financial advisers are feeling energised by private markets as fund managers pave the way to make opportunities accessible not only to sophisticated investors but also retail clients more than ever. Diversification, enhanced returns, and improved accessibility ...

Vanguard sells outsourced CIO arm to Mercer

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
... the not-for-profit sector, and client-centric approach complements our global capabilities across OCIO and managing alternative asset classes," Mercer US investments and retirement leader Marc Cordover said. "We know institutional investors, and not-for-profit ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... unique needs include tailored portfolio construction and management services, ESG investments, access to bespoke, alternative, and non-retail investment opportunities. In addition, they require consolidated reporting, structured giving expertise, estate ...

Former Schroders executive enters VC space

ELIZABETH FRY  |  FRIDAY, 1 DEC 2023
Industry veteran Graeme Mather has joined Antler, the early-stage venture capital investor, as a global partner. In his new role, he will help the venture capitalist deepen ties with large asset managers in the Asia Pacific and look at boosting super ...

Macro environment trumps inflation for asset owners: Research

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
The majority of global pension and sovereign wealth funds have shifted their focus from inflation to managing a volatile macroeconomic environment as they attempt to recoup massive losses, a new study shows. The Official Monetary and Financial Institutions ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... into the alternatives universe and enhance with active alpha," it said. For instance, by adding a 25% allocation to alternative assets, the global investment giant said 60/40 forecast returns can be increased by 60 basis points and the Sharpe ratio (which ...

ASX calls time on mFund settlement service

ANDREW MCKEAN  |  TUESDAY, 28 NOV 2023
... Design & Distribution Obligations (DDO) have impacted the willingness of issuers and brokers to offer a broad range of alternative investment strategies and asset classes to investors through mFund. Consequently, ASX questioned the effectiveness of resolving ...

Former JPMAM Australia head joins Nest

KARREN VERGARA  |  TUESDAY, 28 NOV 2023
... appointed for Australia. Before JPMAM, Farrell served as head of investor relations and distribution, Asia Pacific at Citi Alternative Investments in Singapore. She was also head of alternatives distribution, EMEA at Citigroup Private Bank and held senior ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... Crestone (LGT) clients. The fund is aimed at providing broad diversification and exposure to global private markets and alternative assets with lower volatility. "We are excited to offer our clients the opportunity to invest in the Princely Strategy ...