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Showing 81 - 90 of 203 results for "Individual Investors"

Boutique fund manager rebrands

ELIZABETH MCARTHUR  |  TUESDAY, 28 MAY 2019
... advised clients, he said. "More advisers wanted access to our proven track record for their SMSF clients and individual investors who want diversification from traditional Australian equities," Littler said. "We think this will translate into 50-70% ...

Perpetual raising $440m for credit trust

KANIKA SOOD  |  MONDAY, 25 MAR 2019
... global scale, Australians have one of the lowest allocations to fixed income assets in the OECD. Generally, individual investors may find it difficult to create a diversified portfolio of fixed income assets because some of them are typically issued ...

UniSuper awards fixed income mandate

KANIKA SOOD  |  FRIDAY, 18 JAN 2019
... independent financial adviser channel. "We have raised our retail capital through the IFA world rather than go to individual investors," he said. "But we are now looking at opening dealer group distribution." Coote says educating retail investors on ...

Vale John Bogle

HARRISON WORLEY  |  THURSDAY, 17 JAN 2019
... out with TDPL's principals in 1974. Two years later Vanguard introduced the first index mutual fund for individual investors, the First Index Investment Trust, which now goes by the name Vanguard 500 Index Fund, and holds more than US$441 billion ...

Asset manager appoints CIO

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
... research. MFS is an active manager with US$458 billion in assets under management from institutional and individual investors across the world.

RBC I&TS wins custody, fund admin mandate

JAMIE WILLIAMSON  |  MONDAY, 15 OCT 2018
... said. Warakirri offers specialist investment for charities, global and domestic pension funds, as well as individual investors across Australian and international equities, Australian agriculture, currency management and US real estate.

Financial literacy critical to European retirement

DARREN SNYDER  |  THURSDAY, 11 OCT 2018
... enormous, missing out can also become costly, Greco added. This said, the executive was not recommending individual investors try and time the market as this can be an ineffective way to invest. He advocates staying invested and staying diversified through ...

Responsible investment here to stay: Experts

DARREN SNYDER  |  THURSDAY, 1 FEB 2018
... responsible investments across all segments of the market, including institutional investors, advisers and individual investors," Vynokur said. "It appears the millennial segment of clients may be the most natural fit for ethical products, with a particularly ...

Trusted advice solves investor confusion: Research

EMMA RAPAPORT  |  WEDNESDAY, 27 SEP 2017
... be two different things when it comes to investment strategy, according to latest research. In a survey of individual investors from around the world, Natixis Global Asset Management found Australian investors say they prefer safety over performance ...

Revisiting the active versus passive cage fight

ALEX BURKE  |  MONDAY, 11 SEP 2017
... Since that doesn't add up to zero, the difference is probably made up by much smaller investors, particularly individual investors, following the momentum." This isn't too much of an issue if you're a buy-and-hold investor, he said, but further issues ...