Who by numbers

Article Abstract:

The use of questionnaires to discover the tolerance of investors to risk is becoming popular among investment managers. The difficulties of assessing the capability of risk profilers in long running bull markets is discussed.

Services, Risk management

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Terms of enrichment: upfront interest is pushing term deposits to new heights, drawing in investors who need money in a hurry

Article Abstract:

Term deposits are experiencing a revival in Australia because some are now offering upfront interest. Experts warn that, although upfront interest may appear attractive, it is important to establish the effective annualized rate of return before making a decision.

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Fees and cues

Article Abstract:

It is vital that investors are aware of the likely costs associated with managed funds. Particular attention must be given to management expense ratios, which average around 2%.

Prices and rates, Investment companies

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