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Showing 101 - 110 of 8770 results for %22Strategy%22

Large-cap equity funds continue underperformance: SPIVA

KARREN VERGARA  |  FRIDAY, 1 MAR 2024
... also fared worse than the long-term average of 60%. S&P Dow Jones Indices APAC director and head of index investment strategy Sue Lee said certain market environments that are more favourable for active managers and 2023 was not one of them, pointing ...

Annuities too expensive for most retirees: Research

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... retirement savings. "This suggests very few retirees could afford an annuity as the centerpiece of their retirement income strategy," Rainmaker said. Lifetime CPI-indexed annuities would be even more expensive, the research house added. This likely explains ...

Pallas Capital, Ares launch $500m lending fund

CHLOE WALKER  |  THURSDAY, 29 FEB 2024
... partner Will Farrant said he is delighted to complete this facility with Pallas as part of its growing alternative credit strategy in Asia. "We appreciate Pallas Capital's professionalism and high credit underwriting standards, and we look forward to ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... different scenarios through the Advice Wizard - a tool that streamlines the advice process from onboarding to financial strategy and annual reviews - has evolved. "We've improved our onboard, review, and Advice Wizards, ensuring ease and flexibility ...

Copia seals distribution partnership

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
Copia Investment Partners has won a partnership with HSBC Asset Management to distribute a strategy to retail investors. Copia will make the HSBC Global Infrastructure Equity Fund available to retail investors after it was launched to the institutional ...

Rest awards impact mandate

RACHEL ALEMBAKIS  |  TUESDAY, 27 FEB 2024
... impact investment target after allocating to a listed equity fund. Rest has invested in an international listed equities strategy run by Ninety-One, which "aims to achieve long-term total returns by investing in companies that are expected to contribute ...

Pay gaps at super funds, fund managers revealed

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2024
... Equality Agency (WGEA), with individual employer pay gaps reported for the first time as part of the government's strategy to solve the problem costing the economy $51.8 billion each year. According to the reporting, the financial services industry's ...

RBA appoints operations chief

KARREN VERGARA  |  TUESDAY, 27 FEB 2024
... model for the business, and the enterprise strategic project portfolio. Before that, she was a partner at Deloitte in strategy and operations consulting and held senior roles with Capgemini and EY.

MLC Life Insurance hires from Cbus

CHLOE WALKER  |  TUESDAY, 27 FEB 2024
... said he is pleased to have someone with Robinson's background and expertise joining the group to help deliver on its strategy. "Mirella has a proven track record of delivering customer experience by building strong teams, driving innovation, agility ...

Iress sells platforms business

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... and will ultimately be used to retire debt. Iress chief executive Marcus Price said the divestment is in line with its strategy of refocusing on core businesses of wealth, trading and market data, and superannuation. Iress is on track to divest its mortgages ...