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Showing 931 - 940 of 1714 results for "Investment Strategy"

Stockspot preps new tool for partners

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
... They still have visibility through our online dashboard and we keep them updated on changes in their client's investment strategy and personal circumstances so they know the best time to speak to their clients with other strategic or tax advice. "Key ...

Investors Mutual readying income focused LIC

MARK SMITH  |  THURSDAY, 25 AUG 2016
... Tagliaferro, has flagged its intention to launch a new income focused listed investment company (LIC). The investment strategy of the new vehicle will replicate the successful Investors Mutual Equity Income Fund with an objective to deliver shareholders ...

Antipodes LIC aims to raise $200m

MARK SMITH  |  MONDAY, 15 AUG 2016
... until 30 September 2016 and trading on the ASX is expected to commence on 14 October 2016. Antipodes Partners' investment strategy focusses on growing wealth over the long-term by generating absolute returns in excess of the benchmark at below market ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... Pension, and longevity risk as key areas where they have unmet advice needs. "This year we have also seen an investment strategy review and identifying undervalued assets as topics of increased interest for trustees, as well as selection of ETFs. In ...

Multi-asset fund launches on ASX

DARREN SNYDER  |  THURSDAY, 4 AUG 2016
... multi-asset fund trading on the ASX. Naeimi, AMP Capital's head of dynamic markets, and Oliver, the firm's head of investment strategy and chief economist, established the fun in 2011 to meet the needs of investors concerned about achieving their investment ...

Industry fund CIO leaves for impact investor

DARREN SNYDER  |  WEDNESDAY, 3 AUG 2016
... role as custodian of our members' money and this legacy will continue with our fund through our long-term investment strategy. For Richard, this unique opportunity aligns with his personal mission to make a difference through investing." First State ...

New income fund launches

DARREN SNYDER  |  THURSDAY, 21 JUL 2016
... Fitzgerald, Ian Pizer, Nick Samouilhan and Brendan Walsh. The group is supported by dedicated risk analysis and investment strategy teams. Walsh said since the income generated by individual asset classes can fluctuate, building a portfolio to meet these ...

Equip CIO departs following restructure

MARK SMITH  |  WEDNESDAY, 20 JUL 2016
... as he pursues other interests. As part of the restructure, Troy Rieck has been appointed executive officer, investment strategy, which is a consolidation of the former positions of chief investment officer and executive officer, liability management. ...

Fee and return disclosures influence retirement choice

DARREN SNYDER  |  THURSDAY, 14 JUL 2016
... out-performance as they do to differences in nominal fees," the working paper said. "Plans that have changed investment strategy in ways that will improve future returns performance can expect that convincing potential members of the advantages of switching ...

S&P outlook downgrade extends to banks

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
... move from 'stable' to 'negative', a move that threatens to raise borrowing rates for the big four. Head of investment strategy, multi assets at Perpetual, Matthew Sherwood said the outlook downgrade was the result of a permanent spending attitude amidst ...