portfolio management

Financial planning

Gender-specific adviser training essential

Traditional planning processes often fail to take into account the psychology and specific needs of women, according to CBA executive general manager of advice, Marianne ...

Superannuation

SMSFs need to overcome GFC 'risk hangover'

When moving beyond ongoing high allocation to cash and fixed income, trustees of self-managed superannuation funds (SMSFs) should consider the benefits of diversifying in...

Superannuation

SMSF trustees lag on portfolio construction

Concern that SMSF trustees do not have sufficient knowledge to diversify their portfolios....

Funds management

Insto investors allocate more to alternatives

New data from Towers Watson has found that its clients have increased their allocation to hedge fund and private market strategies by 70 per cent since 2010, finishing th...

Funds management

Call to maintain stability in equities investing

Investors should consider adding a “stability bucket” to a portfolio to help protect against downside risk, according to Chris Marx, portfolio manager of AllianceBernstei...

Funds management

CFSGAM set to measure ESG impact on portfolios

First State Investments will soon measure the impact of environmental, social and governance (ESG) issues on its portfolios, says global head of responsible investment Wi...

Funds management

AXA IM to grow ESG framework

Applying economic, social and governance (ESG) criteria to the construction of a sovereign debt portfolio can help to minimise reputational risk, according to a new repor...

Funds management

Be wary of New Year forecasts: van Eyk

van Eyk has warned advisers and clients not to jump into any investment decisions based on New Year predictions....

Funds management

Advisers must juggle clients’ conflicting objectives

Financial adivsers must understand the interplay between different client objectives and how they impact each other, according to Lonsec’s Lukasz de Pourbaix....

Funds management

Diversifying income streams crucial for sustainable yield

A new report by Vanguard Investments has warned investors not to lose sight of properly diversifying their portfolio in the search for higher yield....

People & Products

Pengana Capital appoints senior portfolio manager

Elan Miller has been appointed senior portfolio manager of Pengana Capital's Australian Equities Market Neutral Fund....

Financial planning

Former Hyperion boss acquires Pinnacle Private Equity

Investment house EC Pohl & Co has announced the acquisition of Pinnacle Private Equity, the latest investment venture of former Hyperion Asset Management managing directo...

Editorial

The everlasting debate

Timing is everything – and savvy investors are exploring the industry’s intricacies before dishing the dosh to active managers to get results. Janine Mace adjudicates. ...

Editorial

It all adds up

Markets are still riding rocky terrain, and investors aiming to cut costs on fees are steering their assets towards index funds. Janine Mace reports. ...

Editorial

Managing the risky business of advice

Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...