News : Portfolio Construction

JP Morgan joins OpenInvest platform

October 28, 2021

SMSF members can now access model portfolios constructed by JP Morgan Asset Management via the OpenInvest digital marketplace.

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Investments, Portfolio Construction

OpenInvest looks to bridge advice gap

October 5, 2021

Darin Tyson-Chan

A new wealth platform has been introduced to the market that will give individuals better access to investment portfolios and financial advice.

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Investments, Portfolio Construction

New index rates managers’ green credentials

August 18, 2021

Jason Spits

A new index will provide greater clarity around the underlying holdings of fund managers and their adherence to responsible investment measures.

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Investments, Portfolio Construction

Returns not an ESG boundary for SMSFs

July 22, 2021

Tia Thomas

An industry survey has shown more than half of SMSF trustees would consider investing in ESG products regardless of the returns these asset are likely to generate.

SMSF asset allocations riskier now

March 4, 2019

Malavika Santhebennur

Recent events have illustrated the risk SMSF investors face in continuing with concentrated asset allocations to equities and cash, an investment manager has warned.

ETFs to remain popular for SMSFs

December 20, 2018

Darin Tyson-Chan

A leading exchange-traded fund (ETF) provider has predicted allocations from the SMSF sector to continue to be strong in 2019, aided by other trends in the financial services landscape.

Planners gloomy on domestic equities

December 13, 2018

Malavika Santhebennur

A new report has highlighted the growing challenges financial planners are facing in relation to investment selection, with advisers becoming increasingly bearish in their outlook for domestic equities.

SMSFs will unload Aust shares under Labor policy

December 12, 2018

Malavika Santhebennur

A SuperConcepts survey has found almost three-quarters of SMSF trustees plan to drop Australian shares and change their investment strategy to compensate for the loss of franking credit income should Labor’s proposal to remove refundable franking credits become policy.

Advised investors more buoyant about markets

December 4, 2018

Malavika Santhebennur

Australian investors who have a professional financial adviser are considerably more confident about the outlook for investment markets compared to those who do not seek advice, according to a new survey.

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LICs, Portfolio Construction

Fund managers join hands for charitable LIC

October 24, 2018

Malavika Santhebennur

Australian fund managers have come together to announce the opening of an initial public offering (IPO) for a new listed investment company (LIC) that offers investors global stocks and supports medical research institutes.

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