Search Results | Showing 51 - 60 of 85 results for "Investment Policy" |
| | ... develop a thorough understanding of their client's needs through regular meetings. Other advisers implement an investment policy statement which allows the adviser to learn more about their client and assist in taking action during market volatility," ... |
| | | ... will boost the availability of high quality advice in the marketplace," said CPA Australia head of business and investment Policy, Paul Drum. |
| | | ... landscape, Stronger Super's primary function is to see funds employ better processes and advice. "Who invites APRA to investment policy committee meetings? I don't think even APRA would suggest that's a good idea," Miller said. "It's not up to APRA to ... |
| | | ... the Trio fraud. "APRA's focus is on governance of funds, the fitness and propriety of responsible persons, and investment policy," he said. "Supervision based on assumptions that governance failures are indicative of fraud would require considerably ... |
| | | ... 30, 2012. "Our view is if it isn't ready to go yet, it shouldn't start," said Paul Drum, head of business and investment policy for CPA Australia. "Equally, our discussions with the government have been that the accountants' exemption is in the same ... |
| | | ... liabilities should be taken into account while 70% agreed with the idea that an ALM would provide better optimal investment policy. Meanwhile, 63% agreed that there is a need to hedge endowment stream risk. Another obstacle mentioned by some SWFS, according ... |
| | | ... investment risks associated with the EFL, and that Trio had failed to comply with the provisions in its Overarching Investment Policy dealing with hedge fund and related-party investments. APRA also said the company failed to redeem existing investments ... |
| | | ... that there was a lack of experience in the market and funds should hire a manager or managers to maintain an investment policy. "I think consultants find it particularly challenging to think about how they're going to set foreign currency policy and ... |
| | | ... possible for the next ten years." Earlier this year, Frontier set up a seven-person committee called the Frontier Investment Policy and Strategy Committee (IPSC). Correction: An earlier edition of this article incorrectly stated on the first paragraph ... |
| | | ... government is looking to reduce the risk being placed on member portfolios by promoting a more stable long-term investment policy among super funds. SMSFs could also be implicated. "This change will have an impact on some SMSFs and trustees should check ... |
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