Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 71 - 80 of 177 results for "Income Portfolio"

Volatility divides investors: Survey

KARREN VERGARA  |  WEDNESDAY, 9 MAY 2018
As volatility and interest rate movements remain top concerns for investors, many are divided on the impact these risks will have on portfolio returns, the latest Natixis Investment Managers survey shows. About eight-in-ten (78%) of the 200 fund researchers ...

The tools to capture quality

HARRISON WORLEY  |  TUESDAY, 8 MAY 2018
DNR Capital Australian Equities Income Portfolio manager Scott Kelly recently spoke to Financial Standard about how he determines what qualifies as quality. Kelly begins by explaining the five factors DNR use to determine quality, adding that an additional ...

XTB launches ESG fixed income portfolio

KANIKA SOOD  |  MONDAY, 23 APR 2018
The $265 million fixed income securities manager has launched a fixed income portfolio of ESG securities, with an absolute return objective of 1% above the cash rate. The XTB emerald fixed income portfolio is a managed portfolio of individual bond units ...

J.P. Morgan veteran joins Plato IM

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... demand for the IPO." He added this was testament to the demand for a professionally managed, well-diversified income portfolio.

CFA Australia recruits industry veterans

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
... senior roles at Rothschild Australia and County Investment Management where she was a diversified fund and fixed income portfolio manager. Before joining the investment industry, Wilton worked for the Commonwealth Treasury as an economist. Dunne, who ...

VFMC appoints former Franklin Templeton MD

DARREN SNYDER  |  THURSDAY, 11 JAN 2018
... senior roles at Rothschild Australia and County Investment Management where she was a diversified fund and fixed income portfolio manager. Prior to working in asset management, Wilton was in economic research for the Commonwealth Treasury. VFMC added ...

T. Rowe Price expands local distribution team

EMMA RAPAPORT  |  THURSDAY, 14 DEC 2017
Global investment firm T. Rowe Price is bolstering its Australian presence with the appointment of four new members to its distribution team. Key hires include Ben Daly as institutional focused relationship manager in Sydney and Richard Li as senior ...

Factor-based investment demand strengthens: Research

KARREN VERGARA  |  THURSDAY, 5 OCT 2017
Despite their complexity, the demand for factor-based investment products is forecast to accelerate over the next five years, latest research shows. Allocations to factor-based strategies among global institutional and retail portfolios reached 17% ...

Ardea appoints retail funds head

ALEX BURKE  |  WEDNESDAY, 13 SEP 2017
Fixed income manager Ardea Investment Management has appointed a new head of retail funds. Gopi Karunakaran joins Ardea from Saka Capital in Singapore, where he was a portfolio manager. Before that, he was also a portfolio manager at Tricadia Capital ...

DNR scores high in first Zenith SMA review

ALEX BURKE  |  MONDAY, 31 JUL 2017
... (SMA) sector, awarding DNR Capital three "recommended" ratings in the process. DNR Capital's Australian Equities Income Portfolio, Australian Equities High Conviction Portfolio and Australian Equities Socially Responsible Portfolio were all rated strongly ...