Search ResultsShowing 1 - 10 of 100+ results for Kate Hage
Not-for-profits need to engage with industry: IFSA
KATE HAGE  |  FRIDAY, 20 OCT 2006
Speaking at the Catholic Social Services Australia Conference on Wednesday, Investment and Financial Services Association (IFSA) chief executive officer, Richard Gilbert, urged the not-for-profit sector to get more involved with industry to help underpin ...
Aviva snaps up Infocus stake
KATE HAGE  |  THURSDAY, 19 OCT 2006
Aviva has acquired a 25 per cent stake in the predominantly Queensland based financial advisory group Infocus Wealth Management, adding its 30 offices and $1.2 billion in funds under administration to the Aviva financial services stable. Aviva's chief ...
Contrarian managers make a comeback
KATE HAGE  |  WEDNESDAY, 18 OCT 2006
Active managers are falling behind their contrarian counterparts after Australian share managers turned in their worst quarterly performance since 1990, according to Intech Investment Consulting. Intech senior investment analyst, Fraser Murray, said ...
ASIC clearing guidlines will segment the service chain
KATE HAGE  |  WEDNESDAY, 18 OCT 2006
Superannuation clearing house providers will now have to provide employers with product disclosure statements (PDS) after a recent Australian Securities and Investments Commission (ASIC) review found that they fall under the financial services licensing ...
Shrinking portfolios add risk
KATE HAGE  |  MONDAY, 16 OCT 2006
The biggest trend in the Australian equities sector over recent years has been the concentration of portfolios, according to ratings and research houses, who say investors should be mindful of changes in the risk-return relationship. According to InvestorWeb's ...
Ord Minnett's online reporting backed up by Praemium
KATE HAGE  |  MONDAY, 16 OCT 2006
Praemium Portfolio Services has picked up another local wealth management client, entering into a partnership to provide support services for Ord Minnett's new online portfolio reporting system. Arthur Naoumidis, managing director of Praemium, said ...
PIMCO promotes to fill gap in portfolio team
KATE HAGE  |  FRIDAY, 13 OCT 2006
PIMCO has promoted internally to replace Kumar Palghat who recently left the team after several years as head of portfolio management Australia. Rob Mead, head of European credit portfolio management and based in PIMCO's Munich office, will take on ...
Marketers urged to target over-50s
KATE HAGE  |  THURSDAY, 12 OCT 2006
Instead of chasing the fickle Generations X and Y, superannuation marketers could take their lead from an American marketing group urging businesses to turn their attention to a far wealthier and they say just as fickle demographic group, the over-50s. ...
Exotic and unequitable fees on the rise
KATE HAGE  |  THURSDAY, 12 OCT 2006
The increase of exotic long-short and absolute return funds has triggered a rise in steep and unequitable fee structures, a cause for concern for some research and ratings houses. Zenith director, David Wright, said unattractive structures that reward ...
Lodestar absolute return fund awarded buy rating
KATE HAGE  |  WEDNESDAY, 11 OCT 2006
Research and ratings house InvestorWeb has given a 'buy' rating to the Lodestar Australian Absolute Return based on the "strong pedigree" of its investment team and their "disciplined" strategy. The fund, which runs a long-short concentrated portfolio ...
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