Impact of economic environment needs careful consideration by property investors
Investors should look at both the business cycle and the capital cycle, in an environment of “lower everything”, to help make sense of what is happening in property markets generally, according to property experts from Australian Unity Real Estate Investment (AUREI). Ryan Banting, head of portfolio management at AUREI, said many investors may never have
March 04, 2015
CANSTAR awards BT for innovation in underinsured business segment
BT has won a CANSTAR Innovation Excellence award for its unique income protection product that caters to the needs of small to medium businesses. BT Protection Plans – Key Person Income was launched in May 2014, when BT identified a gap in the business insurance segment. Scott Moffitt, BT’s national manager, life insurance products, said,
March 04, 2015
SG Hiscock wins Morningstar award
SG Hiscock’s SGH ICE fund has been awarded the 2015 Morningstar Fund Manager of the Year for Domestic Equities Small Caps Category, Australia. SGH ICE invests in ASX-listed companies based on a business franchise, companies that typically deliver robust earnings growth. The fund, which was launched in 2006, has $182 million in funds under management and
March 04, 2015
Investment Trends: CMC Markets Stockbroking boosts Frequent Trader market share to become Australia’s 3rd biggest broker
– Remains industry’s ‘most recommended’ broker for fourth consecutive year – Innovation key driver for consistent growth and attracting switchers CMC Markets Stockbroking has almost doubled its frequent trader primary market share says the key findings of the Investment Trends 2014 Second Half Online Broking Report. A hallmark of this value broker, CMC Markets Stockbroking
March 04, 2015
Global Fixed Income returns 10.3% as managers continue to diversity – Zenith
Over the 12 months to 31 December 2014, the global fixed interest market, as represented by the Barclays Global Aggregate Index ($A Hedged), returned 10.37%While this market return generally acted as a tailwind to the absolute performance of managers, outperformance of respective benchmarks was more variable. On announcing their latest Global Fixed Income Sector release,
March 04, 2015
Investment Trends 2014 Australia Second Half Online Broking Report
Key findings of the Investment Trends 2014 Second Half Australia Online Broking Report: – Low return expectations hamper online trading market growth over second half of 2014 – Small players are nibbling away at the leaders but CommSec remains very dominant – Traders want brokers to help them identify investment opportunities. Those brokers who delivered
March 04, 2015
State Street Global Advisors Whitepaper: Seven essential tips for managing currency risk
With investors increasingly looking to tap into larger and more varied opportunities afforded by international investments, Jonathon Shead, head of portfolio strategists, State Street Global Advisors Asia-Pacific, has prepared seven essential tips for investors looking to manage currency risks. As part of his role, Jonathan assists in the development, marketing and maintenance of a range
March 04, 2015
Smarter investment proposition will drive half of all efficiency gains for PIS financial planning practices
More than half of a targeted 50 per cent reduction in the back-office expenses for Professional Investment Services financial planning practices will come from switching to managed accounts, the chief executive officer of Centrepoint Alliance (CPAL), John de Zwart, says. About 12 months ago, CPAL unveiled an efficiency program designed to slash the amount of
March 04, 2015
Planning software a key way to boost advisers’ client facing time
Next to client service, compliance is a leading priority for financial planning firms. Planning software is one way planners seek to improve compliance efficiencies and minimise risk to their clients and business. A new report has found financial planning software heavyweights Iress’ XPLAN, Rubik Coin and AdviserNETgain are still the top three providers of this
March 04, 2015
COVER STORY: New thinking is reshaping retirement strategies and portfolio construction
Many of the traditional tools used by financial planners to set retirement income strategies just aren’t up to the job any more. And as strategies evolve, they demand new, innovative and flexible product solutions. Technology continues to evolve to allow far more complex strategies to be developed and implemented. The optimal path from employment to retirement is
March 04, 2015
Invesco launches Global Targeted Returns Fund, a truly differentiated approach to targeted return, multi asset investing
– Invesco launches the Invesco Wholesale Global Targeted Returns Fund, a truly differentiated approach to targeted return, multi asset investing. – Market demand has been strong for the Fund, which targets a positive total return in all market conditions over a rolling, three-year period with less than half the volatility of global equities. – The Fund,
March 03, 2015
S&P Dow Jones Indices introduces tax-aware index solutions in Australia
S&P Dow Jones Indices (“S&P DJI”), one of the world’s leading providers of financial market indices, today announced the launch of a tax-aware benchmark series for the Australian market – the S&P/ASX Franking Credit Adjusted Indices, which allow investors to more precisely measure the performance of the Australian equity market by factoring in the impact
March 02, 2015
