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PORTFOLIO MANAGEMENT
Funds management
Global X ETFs’ head of portfolio management is set to depart the firm in October, the second major departure alongside outgoing CEO Evan Metcalf’s exit....
Funds management
A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....
Editorial
With market volatility and interest rates keeping investors on their toes, equity managers say they’re keeping a close eye on how the asset class performs over the next 1...
Financial planning
Advisers can use model portfolios to free up time to build and maintain relationships with clients, according to State Street Global Advisors....
Financial planning
Advised investors are more confident, and hold more robust portfolios than the do-it-yourself, non-advised cohort, according to new research by Legg Mason....
People & Products
Omega Global Investors has appointed Simon Tung to the position of head of portfolio management....
Features
While currency exposure can provide a safety valve for economic downturns, advisers need to employ a structured approach to manage foreign exposures, Matthew Hopkins writ...
Features
Planners need to ensure that the defensive parts of their client's portfolios are truly defensive in the face of uncertainty in the global bond market....
Tools & guides
While non-traditional assets look useful for diversification beware they are not like the toxic assets that were at the heart of the GFC, Richard Dunbar writes. ...
Features
Although the global economy appeared to slow in the second half of last year, growth is forecast to pick up somewhat this year and then to lift again in 2017. To counter ...
People & Products
Tribeca Investment Partners has appointed experienced Craig Evans as co-portfolio manager on the Global Natural Resources Fund....
Funds management
Van Eck Australia believes fund managers and planners must provide products and services to adapt to a world of market volatility, central bank intervention and geopoliti...
Funds management
Praemium have this morning announced profits of $14.7 million, recording a 35 per cent increase on revenue in their fiscal results for the first half of the 2015-16 finan...
People & Products
Lazard Asset Management launches Lazard European Alternative fund, which will be managed out of London and is UCITS compliant. ...
Financial planning
Research house, Lonsec Fiscal, is aiming to boost advisers’ portfolio construction capabilities, and ease post-FOFA regulatory and administration pressures, with the laun...
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Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...