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Showing 991 - 1000 of 7621 results for "Managers"

SEC fines Mormon Church investment arm

KARREN VERGARA  |  WEDNESDAY, 22 FEB 2023
... Instead, it created 13 shell companies that obscured the value of the portfolio and filed Forms 13F (a form investment managers must submit to the SEC to disclose the value of assets) under their names rather than Ensign Peak's name. Between 1997 ...

Support staff key to advice firm longevity: Report

KARREN VERGARA  |  MONDAY, 20 FEB 2023
... least half of the 100 advice firms canvassed by consulting firm Business Health said they intend to add client-service managers/officers to their business in the coming 12 months. The newly released report, Swimming at the end of the talent pool, highlights ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
... outperform passive in 2023. "In the prevailing market conditions, active investing is a useful strategy to allow portfolio managers the flexibility they need to seek out and respond to investment opportunities as they arise," Natixis IM country head ...

Challenger reports strong results

ANDREW MCKEAN  |  TUESDAY, 14 FEB 2023
... Investment Administration, a joint venture providing technology-led investment administration services to investment managers and superannuation funds. "The Apollo non-bank lending joint venture and Artega are progressing in line with management's expectations," ...

Women the future of advice: Netwealth

CASSANDRA BALDINI  |  MONDAY, 13 FEB 2023
... Netwealth explained there are significant opportunities for financial advice firms based on its study. "Although some wealth managers currently specialise in servicing the needs of women investors, these are niche and do not reflect the larger opportunity ...

Private equity still hot: State Street

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
... survey, commissioned by State Street in Q4 of last year, surveyed 480 institutional investors, including traditional asset managers, private equity managers, insurance companies and asset owners across North America, Latin America, Europe, and Asia Pacific. ...

Maple-Brown Abbott veteran leaves after 27 years

CHLOE WALKER  |  MONDAY, 6 FEB 2023
... Asia and emerging markets team going forward. "Will and John are exceptional and well-respected investors and portfolio managers with over 40 years' experience between them and are well placed to continue to deliver strong outcomes for clients," Rahmani ...

Regulation should be balanced: Levy

ANDREW MCKEAN  |  WEDNESDAY, 1 FEB 2023
... feeling burdened by excessive regulation, leading them to increase fees or leave the profession. Banks, insurers, wealth managers, and superannuation funds are also struggling with the uncertainties and disproportionate risks in the law, causing many ...

Maple-Brown Abbott selects UK, Europe distribution partner

CASSANDRA BALDINI  |  WEDNESDAY, 1 FEB 2023
... the investment funds, regulated at the European level, to be distributed to a broader range of buyers including wealth managers, family offices and private banks. "We are aiming to build on our existing presence across the UK and Europe for our existing ...

Skill shortage to continue to cost Aussie companies

CASSANDRA BALDINI  |  MONDAY, 30 JAN 2023
... businesses, with 70% of business leaders believing these financial costs will only increase in 2023. A third of general hiring managers (33%) expect the financial impact to increase significantly, compared to 17% of chief financial officers and 14% of ...