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Showing 91 - 100 of 2799 results for "Analysis"

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... Services business. Her deep global investment and markets experience will be invaluable as we focus on enhancing our strong analysis and curation of high conviction investment opportunities for our high-net-worth clients," Westpac said when the appointment ...

APRA warns of super fund sustainability challenges

JAMIE WILLIAMSON  |  THURSDAY, 2 OCT 2025
... APRA looked at growth in operating expenses, natural cash flows, member accounts growth, and net rollover ratios. The analysis found 45% of super funds have experienced a decline in member accounts, facing pressure to increase costs to members as other ...

UBS shutters international shares fund

MATTHEW WAI  |  MONDAY, 29 SEP 2025
... noting the fund is not at an "optimal size" to continue. The fund is to be terminated on or around October 21. "After analysis of market conditions and investment trends, UBS believes that closing the fund is in the best interest of unitholders. Our ...

Age Pension to increase on September 20

JAMIE WILLIAMSON  |  FRIDAY, 19 SEP 2025
... people who currently qualify as part-rate pensioners under the income test will be impacted by the deeming rate change. Analysis by University of Sydney's Susan Thorp shows about 4.5 million Australians receive an Age Pension. This equates to about ...

Natixis IM adds distribution leads

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
... Advisors and spent more than five years at Zenith Investment Partners, working in risk and governance, consulting and analysis. He reports to the head of institutional distribution for Australia and New Zealand Danny King. Joining the private wealth ...

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
... substantial improvement from the 71% long-run underperformance rate, according the SPIVA Australia Scorecard half-year analysis. Fifty-four percent of global equity general funds trailed the benchmark in the six months to June, also marking an improvement ...

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
... superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which provides an analysis of how nearly 1000 Australian financial advisers make investment decisions, a significant number of advisers are relying ...

Three retirement products achieve double-digit returns

KARREN VERGARA  |  WEDNESDAY, 3 SEP 2025
... superannuation funds and a corporate plan achieved double-digit returns of 10% p.a. or more over the last three years, a new analysis from Rainmaker Information shows. UniSuper's Pension Balanced option and ANZ Australian Staff Super's ABP Balanced Growth ...

Lombard Odier acquires Dutch sustainable asset manager

MATTHEW WAI  |  WEDNESDAY, 3 SEP 2025
... under management (AUM) to US$10 billion ($15.3bn). Ownership Capital's long-term investment approach is built on deep analysis of "material sustainability factors" and active ownership engagement to deliver returns, it said. Its strategy was initially ...

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... outstanding." In addition, Bravura has partnered with AIA Financial Wellbeing to build its first digital insurance needs analysis tool. Using Bravura's Midwinter technology, the tool will enable AIA Financial Wellbeing to provide a personalised, adviser-led ...