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Showing 111 - 120 of 188 results for "CFA"

Investment managers must find purpose, not performance

JAMIE WILLIAMSON | MONDAY, 12 DEC 2016

... our ecosystem to find new ways of flourishing, new ways of capturing alpha," President and chief executive officer at the CFA Institute, Paul Smith, said. In Australia, 75% of respondents cited pressure from members of their board and management team ...

Aussie super funds building world-class investment teams

JAMIE WILLIAMSON, DARREN SNYDER | THURSDAY, 8 DEC 2016

... and 35 pension funds globally, also said Australia has the lowest allocation of insourced investment professionals with a CFA. That said, the study recognises the correlation between the number of insourced investment employees and pension funds' total ...

Investors expect gender diversity: CFA

KERRIE SYDEE | FRIDAY, 11 NOV 2016

New research from CFA Societies Australia finds more than 50% of individual investors would prefer to work with a team of gender diverse investment professionals. CFA Societies Australia, a member society of CFA Institute, is calling on financial services ...

Morningstar reappointed as CBA advice research provider

KERRIE SYDEE | FRIDAY, 24 JUN 2016

... live longer in retirement while facing changing economic environments." Commenting on the reappointment Heather Brilliant, CFA, chief executive of Morningstar Australasia, said: "We're pleased to renew our longstanding relationship with Commonwealth ...

Australian trust in financial services low

KERRIE SYDEE | THURSDAY, 26 MAY 2016

... Only 50% of Australians believe that businesses in the financial services industry will do 'what is right', according to the CFA Society's 2016 global investor survey. The survey, From Trust to Loyalty: A global survey of what investors want, found that ...

PROFILE: Mercer senior partner David Knox

DARREN SNYDER | MONDAY, 16 MAY 2016

... He explains the continuing development of the index has included working with Certified Financial Planning analysts and the CFA Institute to develop a paper on ideal retirement systems globally. The index alone has reached about 80 countries. Another ...

Robo-advice to impact not replace: CFA

KERRIE SYDEE | THURSDAY, 28 APR 2016

... have the greatest impact on the financial services industry over the next five years, according to new member research by CFA Institute. The Fintech Survey found that 70% of respondents believe that mass affluent investors will be positively impacted ...

CFA societies launch advocacy council

DARREN SNYDER | FRIDAY, 12 FEB 2016

... investment markets as well as set benchmarks to improve market integrity. The council is being run by Chartered Financial Analyst (CFA) societies in both countries and will also set out to "establish credentials for professional excellence in financial ...

Magellan top earning ETP

JOHN DYALL | WEDNESDAY, 16 DEC 2015

... it is now earning more than the iShares Global 100, a fund with $1.1 billion in assets and a fee of 0.40% pa. John Dyall, CFA, is head of investment research at Rainmaker.

CFA launches ESG guide for investment professionals

LAURA MILLAN | THURSDAY, 3 DEC 2015

CFA Institute has launched an environmental, social and governance (ESG) guide for investment professionals in response to growing interest from its membership. The 'Environmental social & governance issues in investments: A guide for investment professionals' ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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