ASSET ALLOCATION

People & Products

Russell Investments has appointed industry veteran Graham Herman as its new director of capital markets research....

Funds management

Implemented Portfolios has an underweight allocation to international equities and property due to a subdued 10-year outlook for economic growth and uncertainty across de...

Financial planning

The global financial crisis has been a game changer and, as Dominic McCormick writes, advisers need to view previously conventional buy and hold strategies as being tanta...

Financial planning

Standard & Poor’s Fund Services (S&P) has placed three of BT Investment Management’s (BTIM's) diversified funds ‘on hold’ following a change in its portfolio manager....

Financial planning

Treasury Group adopts a more active investment strategy to improve returns....

People & Products

Towers Watson has appointed Louise Oakley to its strategy group as an investment consultant and Brent Snow as an investment analyst....

Financial planning

QIC will be offering superannuation funds what it calls a dynamic lifestyle approach, adjusting investment strategies throughout a member's life to improve retirement out...

Financial planning

Multi-managers feel the increasing sophistication of their investment approach is making it less of a challenge to demonstrate that they can deliver enough active return ...

Editorial

Amid growing media interest in the growth of these products, Dominic McCormick explains why exchange-traded funds are a useful tool but not a panacea. ...

Financial planning

Hong Kong's high-net-worth investors need financial planning help....

Superannuation

Investor education should be a key focus in addressing the needs of the self-managed super fund (SMSF) sector, according to Russell Investments....

People & Products

GESB has appointed Kate Budiselik and Edwin Schultz as investment strategists....

Funds management

High conviction in the quality and experience of the Mercer Australian investment team has seen it named this year’s winner of the Money Management/Lonsec Fund Manager of...

People & Products

Boutique fund manager Instreet has appointed Sam Harris as a relationship manager for New South Wales, strengthening its distribution team....

Financial planning

Morningstar is making a push into industry superannuation funds research on the back of demand from financial advisers....

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