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Showing 1061 - 1070 of 1194 results for "Principle"

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
... introduced four new guiding principles on how financial planners should manage potential conflicts of interest. Of the four, Principle One, the principle relating to cost of advice, has the biggest impact on the industry because it dictates that FPA ...

UN PRI enlists 400 firms

MICHAEL HOBBS  |  MONDAY, 28 JUL 2008
The number of signatories to the United Nations Principles for Responsible Investment (UN PRI) broke the 400 mark this month, rising by more than 70 members since the beginning of the year. In total, UN PRI signatories, comprise of asset owners, investment ...

Super funds to pass 'approved list'

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2008
Senator Nick Sherry continues his campaign to "renovate the house" when he filed a government submission calling for a radical change to the way employers select their default super fund - suggesting a default fund should be chosen from an 'approved ...

We need a fairness test: ASIC

MICHAEL HOBBS  |  FRIDAY, 18 JUL 2008
... customers fairly. He said it's very different in the UK where a fairness test, known as the Treat Customers Fairly (TCF) principle, is an overriding principle. The lack of a local TCF is a "missing link" in Australian regulation, he said. Cooper said ...

LUCRF makes history

ALEX DUNNIN  |  FRIDAY, 11 JUL 2008
The superannuation industry doesn't often talk about its history but 2008 marks a century since the introduction of age pensions and thirty years since the birth of LUCRF, Australia's first modern super fund. The revolution began a century ago when ...

Equator Principles still relevant: CFS GAM

MICHAEL HOBBS  |  MONDAY, 30 JUN 2008
The Equator Principles are still relevant and won't be superceded by the rising popularity of the United Nations Principles for Responsible Investment, according to Colonial First State Global Asset Management (CFS GAM). Drafted in 2003 and revised ...

CFA launches SRI guidelines

MICHAEL HOBBS  |  MONDAY, 23 JUN 2008
The CFA Institute produced a top 10 list of responsible investment guidelines to help investors understand and incorporate socially responsible investments (SRI) into their portfolio. The list was developed after CFA members highlighted the need for ...

UN PRI assets reach $15tr

MICHAEL HOBBS  |  WEDNESDAY, 18 JUN 2008
... and a further 18 per cent planned to do so this year, according to the UN PRI report. However, overall the UN PRI's Principle 1 which involves incorporating ESG issues into a company's investment analysis and decision making was identified by signatories ...

Lincoln to launch more 'golden rule' funds

MICHAEL HOBBS  |  TUESDAY, 17 JUN 2008
Melbourne-based Australian share research house Lincoln plans to use its tried-and-tested approach to launch three products across small caps, income and global equities in the next 12 to 18 months. Elio D'Amato, Lincoln chief executive, said the firm ...

ING A rejects munitions claims

MICHAEL HOBBS  |  FRIDAY, 6 JUN 2008
ING Australia has hit back at claims that it invests in companies that manufacture cluster munitions, stating it applied strict standards that prevented investments in such practices and that it is already a signatory of the Equator Principles. Last ...