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Showing 81 - 90 of 15999 results for "Report"

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
The Investment Grade Corporate Bonds: Understanding Manager Performance report said the 'Powell pivot' at the end of 2023 made the strategic shift a more attractive option for investors looking to capitalise on higher yields while reducing credit risk. ...

Brighter Super signs David Koch as ambassador

JAMIE WILLIAMSON  |  MONDAY, 18 MAR 2024
The $30 billion superannuation fund says the partnership "will help demystify complex financial concepts around superannuation and retirement planning" for members, outlining the metrics by which its success will be measured. David Koch, also known ...

GQG builds private markets unit on PAC stakes

KARREN VERGARA  |  MONDAY, 18 MAR 2024
GQG Partners is launching a private markets business by acquiring Pacific Current Group's stakes in three fund managers operating in the asset class for US$71.25 million ($108.7bn). The foundations of GQG Private Capital Solutions (PCS) will comprise ...

Majority comply with IDR reporting: ASIC

KARREN VERGARA  |  MONDAY, 18 MAR 2024
... smaller firms. The first round, which took effect in early 2023, saw 97 firms that included banks and superannuation funds report IDR data to ASIC. The second group of about 340 financial firms commenced their IDR reporting in August 2023. The first ...

Half of super funds to close in coming decade: Mercer

JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2024
... number of superannuation funds in Australia will halve over the next decade, says Mercer. In its inaugural Shaping Super report, Mercer predicts the number of super funds in Australia will decline by another 30% over the next five years and that the ...

Advisers flock to managed accounts, but are very selective

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
A new report from State Street and Investment Trends found a record 25% of all new client inflows are placed into managed accounts. The proportion of advisers using them has more than tripled from 18% a decade ago to an equal record high of 56% now. ...

AFCA secures $40m in refunds

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... million in refunds for hundreds of thousands of consumers between July and December 2023. AFCAs Systemic Issues Insights Report revealed the 139,011 consumers received their share of $40 million after 111 systemic issues were identified. "Some systemic ...

Low-margin clients hurt practice valuations

KARREN VERGARA  |  THURSDAY, 14 MAR 2024
... clients, the clients have the capacity to pay, and the vendor agrees to assist the acquirer to reprice those clients," the report read. Prospective buyers are currently "acting in a very sophisticated manner and stratifying client bases when developing ...

Ontario Teachers' massively underperforms benchmark

ANDREW MCKEAN  |  WEDNESDAY, 13 MAR 2024
Ontario Teachers' Pension Plan Board reported a meagre 1.9% net return for 2023, falling short of its 8.7% benchmark, translating to a $15.8 billion negative value add. This contrasted with a modest 4% return in 2022, which surpassed its benchmark ...

New Forests appoints first global head of funds

ANDREW MCKEAN  |  WEDNESDAY, 13 MAR 2024
... asset investment in Asia across senior roles at Sail Ventures, Credit Suisse, and UBS. Louis will be based in Singapore and report to global head of investments David Shelton. "Michelle and Sanjiv are key hires who will bring their deep experience to ...