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Showing 1111 - 1120 of 3847 results for "Plans"

The fundies of tomorrow

ANNABELLE DICKSON  |  MONDAY, 14 SEP 2020
... currently paper trading and aim to go live again on October 1. Given the increased preference for ethical investments, ASAM has plans to look at implementing an ESG screen or a separate ESG fund. "When everyone couldn't meet in person and the market ...

HESTA adds to leadership team

ELIZA BAVIN  |  MONDAY, 14 SEP 2020
... sustainable. "HESTA has a long, impressive history of strong investment performance and innovation and we have ambitious plans to continue to build on this success as a leading global investor," Blakey said. "Careful and considered implementation of ...

Capital Group hires from BlackRock

KANIKA SOOD  |  FRIDAY, 11 SEP 2020
... group Guy Henriques. "Investing in our Asia and Europe business is a strategic priority in Capital Group's long-term growth plans. We've made significant strides in growing our business across both regions and plan to continue building on these efforts ...

AZ NGA makes acquisition

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 SEP 2020
AZ NGA has acquired a wealth management firm in Melbourne as it signals plans to expand in Victoria. AZ NGA made a strategic investment in Matthews Steer Accountants and Advisors, a firm established in 1990 with six partners and 50 staff. "In Melbourne's ...

Aussie super funds climb ranks

JAMIE WILLIAMSON  |  TUESDAY, 8 SEP 2020
... share of DB funds slightly decreased across all regions except for in Asia-Pacific, where the same level was maintained. "DB plans dominate in North America and Asia-Pacific where they represent 74% and 65% respectively. To a smaller degree, DB plans ...

Fees fall after super mergers: Research

JAMIE WILLIAMSON  |  FRIDAY, 4 SEP 2020
... announced their intention to merge, Cbus and Media Super have commenced due diligence, while First State Super announced plans to merge with WA Super just days after merging with VicSuper. Also merging, MTAA Super and Tasplan are making progress. The ...

Former Crestone CIO starts new boutique

KANIKA SOOD  |  WEDNESDAY, 2 SEP 2020
... chief investment officer of Crestone Wealth Management has started a new Sydney boutique that invests in equities, with plans to expand into other asset classes. David Sokulsky left Crestone in late 2017 to move to LIC Concentrated Leaders Fund (CLF) ...

Super remains grossly inequitable: Per Capita

ELIZA BAVIN  |  WEDNESDAY, 2 SEP 2020
... has disproportionally impacted women, widened the retirement gender gap and required specific gender analysis and recovery plans. "Without preservation, compulsion and universality, the superannuation system will return to be a predominantly male privilege ...

COVID-19 propels advisers, incumbents into the future

ALLY SELBY  |  MONDAY, 31 AUG 2020
... training, the report found, particularly in digital marketing, customer segmentation and journey mapping, communication plans, content strategies, data analytics and automation. Incumbents will need to prioritize three themes; enhancing the digital experience ...

No bonus again for Platinum's Clifford

KANIKA SOOD  |  THURSDAY, 27 AUG 2020
... officer and chief executive, elected to not receive any variable awards for FY20 under both the executive and investment plans. No member of the investment team received variable awards in the period. Platinum Asset Management ended the financial year ...