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Showing 101 - 110 of 943 results for "Investment Portfolio"

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
Three Pitcher Partners executives have set off to launch Viola Private Wealth, an ultra-high-net-worth financial advice firm spearheaded by Charlie Viola. Viola, together with founding partners Sean Ward and Andrew Levi, bought out operational aspects ...

APRA calls out high-cost super platforms

ELIZA BAVIN  |  TUESDAY, 24 SEP 2024
The Australian Prudential Regulation Authority (APRA) has put superannuation platform products under the microscope, saying their higher fees and costs are eroding members' retirement savings. Platform TDPs charged higher administration fees and costs ...

Super fund merger prompts investment changes

ANDREW MCKEAN  |  TUESDAY, 3 SEP 2024
... current exclusion policy will no longer apply. Instead, the approach to determining exclusions, the aggregate investment portfolio emissions baseline, interim targets, and the emissions reduction roadmap will be recalibrated to ensure it's "fit-for-purpose" ...

WAM Active returns 30%, beats indices

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... 2025 financial year, the WAM Active Investment team anticipate interest rates will fall, benefitting the investment portfolio through increased capital markets capital markets activity."

IMAP names award winners for 2024

MATTHEW WAI  |  FRIDAY, 23 AUG 2024
... Caps and International Equities, respectively. Lonsec was once again named the winner of the Responsible Investment Portfolio (previously ESG Portfolio). On the other hand, Bond Adviser was awarded the Australian Fixed Interest award against the likes ...

Family offices face more complex challenges: Ocorian

ANDREW MCKEAN  |  WEDNESDAY, 7 AUG 2024
... operations. Additionally, many family offices (41%) reported developing a more diverse and professionally managed investment portfolio, while others strengthened compliance, tax, and legal infrastructure. Meanwhile, over a third of family offices said ...

CalSTRS creates Total Fund Management division

ANDREW MCKEAN  |  FRIDAY, 26 JUL 2024
... its development of a more resilient, flexible, and dynamic approach to managing and constructing the fund's investment portfolio. Firstly, factors that once benefited investments, such as deglobalisation, interest rates, and inflation, are now reversing. ...

TelstraSuper pumps more into renewables

JAMIE WILLIAMSON  |  MONDAY, 15 JUL 2024
... management. A spokesperson for TelstraSuper confirmed it is on track to meet this goal. The Quinbrook fund's investment portfolio consists of utility scale solar farms and battery projects, sustainable data centres and Quinbrook's own supernode ...

SSGA launches new gold fund

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
... significant new offering for the Australian market. "Gold has never gone away as a diversifying allocation of an investment portfolio, but today's heightened climate of economic and geopolitical uncertainty has brought its role to the fore," Shead said. ...

Investment veterans take on new roles

ELIZABETH FRY  |  MONDAY, 8 JUL 2024
... Australia as its new chief investment officer. He is tasked with managing the insurance commission's investment portfolio held to offset insurance liabilities. McKenna's appointment follows the departure of Julie O'Neil, who left last month ...