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Showing 111 - 120 of 4704 results for "Class"

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... advisers eyeing private market opportunities to consider the spectrum of risks and opportunities. "What makes this asset class different to the public markets is that there's very little consistency across the products. There are a lot of idiosyncrasies ...

Vanguard sells outsourced CIO arm to Mercer

JAMIE WILLIAMSON  |  WEDNESDAY, 6 DEC 2023
Mercer has acquired Vanguard's outsourced chief investment officer (OCIO) function, taking on board its 120-strong team. The business, which provides investment management services to not-for-profits and other institutional investors in the US, grows ...

Ultra-low fees define basic ETPs

ANDREW MCKEAN  |  TUESDAY, 5 DEC 2023
Exchange-traded products (ETPs) present investors with an opportunity to construct a diversified balanced portfolio at a remarkably low total cost of ownership. According to Rainmaker Information, investors can get a diversified balanced portfolio with ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
For new money, the current income landscape is the most attractive it's been in at least a decade, according to Morningstar chief investment officer Matt Wacher. Wacher, who shared his top investment ideas in Morningstar wealth's 2024 outlook report ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... proceedings filed by Shine Lawyers, which was announced by the Company on 14 November 2023," E&P said. E&P settled the Shine-led class action, which related to representatives giving conflicted advice for its in-house product, the Masters Residential ...

Macro environment trumps inflation for asset owners: Research

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... become more uncertain. "Future Fund's new strategy also entails more regional differentiation and carefully considered asset class diversification," the report said. A separate report from the Thinking Ahead Institute identified that sovereign wealth ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
As the economy enters a period of transition, J.P. Morgan Asset Management (J.P. Morgan) has stressed the long-term advantages of the iconic 60/40 portfolio. The J.P. Morgan Asset Management 2024 Long-Term Capital Market Assumptions (LTCMAs) report ...

Buffett outlines plans for Berkshire Hathaway

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... fortune in a rare letter published on the company's website. The legendary investor announced the gifting of 2.4 million Class B shares of Berkshire Hathaway stock (totalling about US$876 million) to charitable foundations run by his children, including ...

AMP selects new chief technology officer

CHLOE WALKER  |  WEDNESDAY, 29 NOV 2023
... Last week, AMP reached a settlement with AMP Financial Planning advisers in the long-running Buyer of Last Resort (BOLR) class action. The wealth manager will pay $100 million - an amount double what it initially provisioned. "This is an important step ...

ASX calls time on mFund settlement service

ANDREW MCKEAN  |  TUESDAY, 28 NOV 2023
Following an assessment and feedback from a recent consultation, the ASX has opted to wind down the mFund settlement service, setting a tentative deadline of May 2026 for the removal of funds. ASX noted that, since mFund's launch, an evolving market ...