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Showing 101 - 110 of 952 results for "Notes"

NGS Super expands leadership

ELIZABETH FRY  |  FRIDAY, 21 JUL 2023
... whopping 95% of the funds under management. "The boutique fund NGS Super is just outside this grouping," he says. Dunnin notes that funds in this range have huge challenges when competing with the big superannuation powerhouses. "And let's not forget ...

Cbus delivers strong returns, grapples property headwinds

ANDREW MCKEAN  |  FRIDAY, 30 JUN 2023
... readying to seize new prospects as they emerge. Though, the fund has its eyes fixed on credit and infrastructure. Chatfield notes that Cbus has been "quite active" in the credit space, with the fund's internal investment team identifying opportunities ...

TelstraSuper introduces new option, drops premiums

JAMIE WILLIAMSON  |  MONDAY, 26 JUN 2023
... providing a clearer description of the assets it invests in, being primarily government bonds, corporate bonds, floating rate notes, and mortgages or loans secured by property. Elsewhere, members will also benefit from reductions to their income protection ...

Advisers embrace less back-office burden

KARREN VERGARA  |  FRIDAY, 23 JUN 2023
... efficiencies in the advice process. However, Khouri said this may further emphasise the importance of documentation and files notes that advisers should instead maintain. The elimination of the Safe Harbour Steps, which must be clearly outlined in the ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... asset allocation and portfolio construction to the outsourcing of the chief investment officer function. The whitepaper notes that given investing is highly regulated, highly complex, and expensive, the outsourced chief investment office (OCIO) model ...

Spaceship told to cease super, funds distribution

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2023
... investments." "Spaceship has also temporarily suspended distribution of Spaceship Super in its capacity as promoter... Spaceship notes Diversa has been issued an interim stop order relating to this product. "Spaceship is taking immediate steps to address ...

Super funds must prioritise member experience: Consultant

ANDREW MCKEAN  |  WEDNESDAY, 17 MAY 2023
... becomes particularly crucial as members may not always have the time or expertise to manage their investments. In response, he notes some superannuation funds are adopting robotic process automation tools. These tools assist in monitoring super accounts ...

SEC charges duo over church-based fraud

JAMIE WILLIAMSON  |  FRIDAY, 5 MAY 2023
... Bartlett and his father-in-law Scott A. Miller raised funds from more than 1000 investors across the US by selling promissory notes, stock, and fraudulent gold contracts through their four companies. The SEC alleged that when soliciting investors, many ...

CVC sells 20% stake in Eildon

KARREN VERGARA  |  MONDAY, 24 APR 2023
... read. In March, securities watchdog ASIC made an interim stop order that prevented CVC from offering or distributing CVC Notes 2 because of deficiencies with its Target Market Determination (TMD). ASIC said the move was "to protect retail investors from ...

Search funds beat VC, private equity returns

CASSANDRA BALDINI  |  THURSDAY, 20 APR 2023
... good two years at around 500 to 1000 businesses before acquiring one of sufficient quality," Marsland says. Milutinovic notes that when searching for a business, certain characteristics must also be met for investors. "The quality of the revenues is ...