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Showing 91 - 100 of 607 results for "IMA"

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
BT's 25-year-old Wrap has seen its last June 30, with its user interface no longer available and all clients moved across to Panorama. BT head of distribution Christopher Mather joined the financial services giant 20 years ago and has worked on the ...

Performance test comms criticised

JAMIE WILLIAMSON  |  FRIDAY, 24 JUN 2022
ASIC is warning super trustees to ensure they communicate upcoming performance test outcomes correctly to members, saying some of the funds that failed the test last year also failed to adequately inform members. The regulator has reviewed the performance ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
Funds under administration (FUA) in managed accounts platforms increased by almost 50% per annum in the last three years alone, according to Rainmaker Information. Analysing figures previously published by the Institute of Managed Account Professionals ...

Mitsui, Nomura to acquire New Forests

CHLOE WALKER  |  MONDAY, 23 MAY 2022
The global investment manager of nature-based real assets and natural capital strategies has announced Mitsui & Co (Mitsui) and Nomura Holdings (Nomura) have entered into an agreement to purchase 100% of the company. The joint venture, which is subject ...

Budget aims to please women

ELIZABETH MCARTHUR  |  TUESDAY, 29 MAR 2022
The new Federal Budget includes a series of measures aimed at addressing issues that impact women's health, safety and economic success. Most notably, the government has committed to modernising the Commonwealth Paid Parental Leave scheme - which currently ...

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
Strong inflows and solid market performance underpinned significant growth in the managed accounts sector, according to the latest data released by Institute of Managed Account Professionals (IMAP) and Milliman. As at 31 December 2021, funds under management ...

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
... spending hours and hours having to research, build and maintain these managed accounts on their own. "Being built within our IMA structure, these ESG tilted portfolios allow advisers to deliver a highly personalised investment experience to their clients ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... $282,344 loss in investments, assets which were worth significantly higher at $743,691 one year ago. Clime's growth funds and IMA strategies lagged index returns as the group's focus on quality and value-style investments was trumped by a rotation to ...

Remembering Helen Hewett

JAMIE WILLIAMSON  |  WEDNESDAY, 23 FEB 2022
The superannuation industry is mourning the loss of one of its biggest advocates for female representation and mental health following the former Cbus chief executive's passing this week. Remembered as an astute leader and visionary of the super ...

Australian billionaires double fortunes during pandemic: Oxfam

CHLOE WALKER  |  MONDAY, 17 JAN 2022
The wealth of Australia's 47 billionaires has doubled to $255 billion in the last two years, according to anti-poverty charity Oxfam. A briefing published today by Oxfam, Inequality Kills, has warned of the deadly nature of the world's growing ...