News : Portfolio Construction

Financial Planning, Investments, Portfolio Construction

Advised investors more buoyant about markets

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

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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Investments, Portfolio Construction

A straw house or brick house?

Australia’s home bias towards local shares is well documented. In fact, the “ASX 2017 Investor Study” shows 75 per cent of Australia’s share owners hold only domestic shares, compared to 11 percent who hold only international shares.

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Investments, Portfolio Construction

BT reports strong SMSF managed account appetite

Around one-quarter of all managed accounts opened on the BT Panorama platform are through SMSFs, while funds under administration (FUA) on BT’s broader Panorama managed accounts solution have jumped 250 per cent year on year.

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Financial Planning, Portfolio Construction

Technology to drive managed accounts growth

The managed accounts segment will almost double in two years, with technology to drive innovation in the sector, according to Hub24.

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Investments, Portfolio Construction, Retirement

SMSFs confident in navigating retirement

Decision-making in retirement is generally better embraced and managed by SMSF trustees compared to non-SMSF superannuants, an investment manager has said.

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