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Showing 1 - 10 of 44 results for "Best Practice Forum"

Alternative assets are the way forward: Forum

CASSANDRA BALDINI  |  THURSDAY, 26 OCT 2023
... alternative investments, says abrdn investment director Raf Choudhury. Choudhury told the Financial Standard Best Practice Forum on Retirement Income in Melbourne today that when it comes to portfolio construction, it's useful to use a broader set ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's James Mantella said that achieving a 70% transition of clients and funds under management ...

Complacency the biggest risk to retirement: Forum

CASSANDRA BALDINI  |  THURSDAY, 10 NOV 2022
... be complacency, Vertium Asset Management chief investment officer Jason Teh has told the Financial Standard Best Practice Forum on Retirement Income. Speaking at today's event, Teh warned bull markets can lull investors into a false sense of security ...

The rise of the hybrid ETP

CASSANDRA BALDINI  |  TUESDAY, 7 JUN 2022
... morning, Rainmaker Information's head of investment research John Dyall appeared at the Financial Standard Best Practice Forum on Exchange Traded Products, saying the hybrid market is currently the most interesting space. This is because hybrids operate ...

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
At the Financial Standard Best Practice Forum on Managed Accounts, a panel of experts have offered their honest views on whether managed accounts are delivering on the hype surrounding them. MLC Asset Management head of investment consulting (managed ...

The challenge of retirement income

ANNABELLE DICKSON  |  FRIDAY, 12 NOV 2021
... Asset Management head of retirement solutions and data science Paddy McCrudden told the Financial Standard Best Practice Forum on Retirement Income that finding a solution with the existing instruments in finance is really difficult. "At a very simple ...

The search for income outside defensive assets

ANNABELLE DICKSON  |  THURSDAY, 11 NOV 2021
... diminished and retirees must look elsewhere in their search for yield. Speaking at the Financial Standard Best Practice Forum on Retirement Income, Fidelity International cross asset investment specialist Anthony Doyle said investors have previously ...

Super funds extend poor disclosure to ESG holdings

KARREN VERGARA  |  MONDAY, 11 OCT 2021
... disclosure practices to their environment, social and governance commitments. The recent Financial Standard Best Practice Forum on ESG heard that only a small subset of super funds are walking the talk when it comes to genuine ESG advocacy. Rainmaker ...

ESG investing 2.0 emerges

KARREN VERGARA  |  THURSDAY, 7 OCT 2021
... sustainability experts. A significant shift is taking place in the world of ESG investing, Financial Standard's Best Practice Forum on ESG heard this morning, as investors urge companies to up the ante. Presenting virtually, Perennial Value Management ...

Inflation the forgotten risk to retiree portfolios

HARRISON WORLEY  |  WEDNESDAY, 30 OCT 2019
... portfolios for clients, an AMP Capital portfolio manager told attendees at Financial Standard Retirement Income Best Practice Forum in Sydney this morning. Speaking during the morning session at in Sydney today, AMP Capital portfolio manager and head ...
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