Volatility reinforces benefits of absolute return strategies
The latest bout of share market volatility highlights the need for investors to consider the role of absolute return strategies within a balanced portfolio, according to Henderson’s Head of Alternative Australian Equities. “Volatile investment markets have seen the re-emergence of absolute return funds as investors refocus on capital preservation.” David Rosenbloom, Henderson’s Head of Alternative
July 25, 2016
The financial advice soldier challenging the apathy of Australians
This planner believes all the bad apples have left or are going to leave the industry, and the good apples are the “advice soldiers” who have stuck around. Jo Leggatt writes.
July 25, 2016
Knowing why you’re in business is your ticket to success
The most successful businesses operating in Australia today such as Google, Harvey Norman and Atlassian have one crucial element in common: they know why they exist. Anthony O’Brien writes.
July 25, 2016
Australian Absolute Return Equity Manager Monash Investors, celebrates four years of true to label performance and SQM Superior rating
In a low return, high volatility environment that may threaten the lifestyle hopes of a generation of Australian’s and where outperforming an equity index may still fail to deliver on investor’s goals, Monash Investors Pty Limited (“Monash Investors”) offers an investment strategy that may deliver what investors may be looking for: long term certainty, strong
July 22, 2016
A wrong call on an association could leave you out in the cold
A call to resign association memberships may be misguided because later this year you could find yourself on the wrong side of the law – and out of business. Simon Hoyle writes.
July 22, 2016
Madison launches market-leading model portfolios
WealthPortal is proud to launch an expanded suite of Separately Managed Account (SMA) options from Proactive Portfolios. Proactive has launched through WealthPortal’s five new MFM (Managed Fund Models) SMA model portfolios which are blended from a select group of Managed Funds and offer a range of risk profiles for advised clients. These models are also
July 21, 2016
Aviva Investors Launches AIMS Target Income Fund
Aviva Investors, the global asset management business of Aviva plc (Aviva), has launched a second fund in the Aviva Investors Multi-Strategy (AIMS) range in Australia: the AIMS Target Income Fund (ARSN 612 806 498). The fund is available for Australian institutional investors, and retail investors through platform providers. The AIMS Target Income Fund: · Targets
July 21, 2016
PRI awards Martin Currie A+ rating for Governance and Sustainability
Martin Currie has received the highest possible award ratings in two key categories from the PRI, a world leading proponent of responsible investment. In its latest assessment, the PRI has awarded Martin Currie an A+ rating for its overall approach to responsible investment in the category of Strategy and Governance. Martin Currie has received a
July 21, 2016
FPA chief takes financial planners on a tour of the new regulatory landscape
FPA chief executive officer Dante De Gori sets out the main features of the financial planning regulatory landscape following the re-election of the Turnbull government.
July 21, 2016
Protecting ‘clever’ trustees when an SMSF purchases property
Most SMSF trustees don’t intentionally breach any superannuation regulations, but some think if they do they will get away with it. Max Newnham writes why it’s so important to educate clients.
July 21, 2016
What will trigger a rise in long-term interest rates?
Standard Life Investments, the global asset manager, assesses the outlook for long-term interest rates, in the light of some worrying structural trends which were amplified by the result of the UK’s referendum on EU membership. Jeremy Lawson, Chief Economist, shares his opinion in the latest edition of Global Outlook that governments need to embrace fiscal
July 20, 2016
Milliman Derivatives Survey 2015
The economic impact and regulatory changes resulting from the global financial crisis continue to have a major impact on the life insurance industry across the globe. This survey explores trends in risk management practices and derivative usage within the insurance industry. In this report, we present the findings from the 2015 update to this survey,
July 20, 2016
