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Showing 101 - 110 of 702 results for "Investment products"

FinClear buys cash investment platform

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2023
... by both wholesale and institutional investors. FinClear said it is capitalising on growing demand for cash investment products, saying Transact1 positions it well for further growth in demand down the line. Transact1 operates a cloud-based platform which ...

Colonial First State chalks up strong super returns

ANDREW MCKEAN  |  THURSDAY, 20 JUL 2023
... members. In October 2021, CFS appointed BlackRock to refine its approach to investment management in its MySuper investment products. "As one of the largest asset managers in the world with around US$9.5 trillion in assets under management, BlackRock's ...

Calastone, Schroders collaborate on tokenised investment vehicle

ANDREW MCKEAN  |  TUESDAY, 27 JUN 2023
... the value chain. Further, the changes may lead to cost reductions and lay the groundwork for more adaptable investment products that align with the current digital consumer experience. Calastone chief technology officer Adam Belding said the application ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
... purposes - and they stick to this plan," it said. Given their high volumes of holdings across a wide range of investment products, HVIs are the best diversified of all investor segments, with 85% of HVIs claiming to have diversified portfolios. The average ...

FSC updates TMD template for fund managers

ANDREW MCKEAN  |  THURSDAY, 8 JUN 2023
... through DDO enforcement actions and its recently published Report 762: Design and distribution obligations: Investment products. The report noted instances of unduly broad target markets definitions, inappropriate risk profiles, and the inappropriate ...

HNW population sees biggest decline in decade

CHLOE WALKER  |  WEDNESDAY, 7 JUN 2023
... third of the 95 wealth management executives surveyed in 14 markets said they plan to add more alternative investment products to portfolios in the coming year. "Alternative investments (other than digital assets) yielded restrained enthusiasm from risk-averse ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
... firm was found negligent in its responsibility to evaluate a client's aptitude for trading in high-risk investment products like contracts for difference (CFDs). The firm lacked appropriate processes to ensure that only proficient clients, who understood ...

Liontrust, GAM to create $100bn fund manager

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
... Sanderson commented that the combined business "will have a strong balance sheet, a broader array of excellent investment products, and a global distribution footprint from which to deliver growth that our shareholders can participate in the future." ...

Issuers must lift DDO game: ASIC

CASSANDRA BALDINI  |  THURSDAY, 4 MAY 2023
... the design and distribution obligations (DDO). Since last July, ASIC has placed interim stop orders on 26 investment products from 18 issuers which totals $6.6 billion in funds backed by retail investors. These actions resulted in 12 issuers amending ...

Mantis Funds wins new distribution mandate

CHLOE WALKER  |  MONDAY, 3 APR 2023
... focus on the more manageable and realistic goal of making that future just a little bit less uncertain. "These investment products are built acknowledging that whilst we don't know where the market is going, we are able to say with a high level of ...