Search Results | Showing 1 - 10 of 21 results for "Rating Houses" |
| | | ... Only two funds perform stress testing as part of their liquidity risk management. ASIC also examined the role of rating houses, finding that they "rely heavily on fund operators and investment managers to provide data and information, and have limited ... |
| | | | ... 04 says advisers cannot wholly be blamed for recommending a product that had been given a favourable rating. The rating houses Gosselin says because the system is so interconnected, it can be hard to spot a dupe or a faulty financial product. "What drives ... |
| | | | ... plays a critical role in helping financial advisers make conflict-free product recommendations, what bearing do rating houses have in helping them meet their obligations? According to Main Street Financial Solutions principal and private client adviser ... |
| | | | Following changes in portfolio managers and a distribution lead, Pengana has received strong recommendation for its funds. The Pengana Harding Loevner International Fund, Pengana Axiom International Ethical Fund and Pengana Axiom International Ethical ... |
| | | | ... therapists and the like. The financial advice component should be amended in terms of the product rating process. Rating houses should work with licensees and amend the product ratings process to ensure that the contribution of a feature to the rating ... |
| | | | ... for life insurance has evolved over time and advisers tend to recommend the most feature rich policies and rely on rating houses to identify those products," the report said. "Various interviewees mentioned this as a concern. Amongst other things, this ... |
| | | | ... revenue-share model. Channel's head of distribution Andrew King said the company has secured interviews with rating houses, and is in talks with family offices and private banks to come on as cornerstone investors. The capacity for the two funds ... |
| | | | ... and asset backed securities, currently with an average rating of AA. It has scooped up fixed income awards from rating houses Lonsec, Morningstar and Zenith this year and has delivered 3.18% per annum over a three-year period, beating the benchmark by ... |
| | | | ... the risk is managed well, with the team looking for higher-quality bonds, ideally rated BB or B by the three major rating houses. "Junk bonds isn't really a suitable label, after all, these are bonds with big global companies like Mattel, Fiat, Hertz ... |
| | | | ... talent to the firm. With a strong track record of managing money, and client support from industry funds and retail rating houses during his time at Kinetic, Anthony has the ideal combination of experience. "I am delighted that he will be joining the ... |
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