Search Results | Showing 101 - 110 of 952 results for "Notes" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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