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Showing 101 - 110 of 1539 results for "Goals"

Nuveen reaches $650m in commitments for local RE debt strategy

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... broadly is well-positioned to help clients across Asia navigate volatility alongside managing their responsible investment goals." Meanwhile, CPP Investments managing director and head of APAC Raymond Chan said the strategy provides the CPP Fund stability ...

Financial Standard names Investment Manager of the Year

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... investment strategies that are most suited to the journey that every investor undertakes in order to secure their investment goals, be they long term capital growth or a retirement that minimises financial stress," Rainmaker said. To identify strategies ...

Super needs customised, personalised approach: FSC

KARREN VERGARA  |  WEDNESDAY, 4 JUN 2025
... "We know retirement is not a one-size-fits-all journey for Australian consumers. Every superannuation member has their own goals, their own needs and circumstances, and this requires tailored support and solutions, a cookie cutter approach to retirement ...

UK treasury provides guidance on local pension consolidation

MATT TOLEDO  |  FRIDAY, 30 MAY 2025
... investments. On Thursday, the Treasury released its final Pension Investment Review report, which outlines requirements and goals for consolidation, reforms that had started under Conservative Party leadership. The Treasury aims for these consolidated ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... trusted partner for holistic advice and investment solutions and Mercury's philosophy of deep understanding of clients' goals, combined with personalised strategies, aligns with that vision. "We are excited to welcome not just the clients and people ...

Aware Super beefs up sustainability team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... years at U Ethical. While at the investment house, she led the integration of ESG data and the UN Sustainable Development Goals into the investment process and managed the firm's active stewardship activities with portfolio companies, key stakeholders ...

Cost-of-living, unaffordable advice fuels financial stress: Surveys

KARREN VERGARA  |  MONDAY, 26 MAY 2025
... she said. Incidentally, MLC has launched Money View, a digital tool that helps users budget, track expenses and financial goals, and provide values on a home or investment property. "Tools like MLC Money View are a game changer for everyday Australians ...

Aware Super cuts fees for retiree members

JAMIE WILLIAMSON  |  MONDAY, 26 MAY 2025
... for a tax-free bonus of up to $12,350, it added. "Aware Super is dedicated to helping our members reach their retirement goals and keeping fees low is one of the key ways we can do that," Aware Super group executive member growth Steve Travis said. "We're ...

Age-based super strategies could add thousands to retirement savings

ANDREW MCKEAN  |  THURSDAY, 22 MAY 2025
... contribution habits or managing investment risk dynamically. While age-based personalised strategies incorporate financial goals and risk tolerance, lifecycle investing follows a more passive approach, adjusting allocations based on age. Despite the ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
... he said, what we're seeing now in the first iteration of pure digital advice is that it helps people identify their goals, "it doesn't tell them the product that solves it." "But it does have algorithmic content such as 30 years of asset class ...