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Showing 1331 - 1340 of 10361 results for "Trust"

Monash Investors merges with DMX AM

ELIZA BAVIN  |  TUESDAY, 13 AUG 2024
... also a great time to discover new investment ideas." The Monash Investors Small Companies Fund is an unlisted retail unit trust offering investors an Australian equity exposure which aims to outperform the S&P ASX Small Ordinaries Total Return Index ...

EQT wins RE mandate from Woodbridge

KARREN VERGARA  |  MONDAY, 12 AUG 2024
Equity Trustees (EQT) has taken over as Responsible Entity (RE) for the Woodbridge Private Credit Fund. EQT Responsible Entity Services replaced AGP Investment Management from August 1. The Woodbridge Private Credit Fund aims to provide a return of ...

CFMEU fallout stokes governance debate

ANDREW MCKEAN  |  MONDAY, 12 AUG 2024
The ongoing scandal surrounding the Construction, Forestry, and Maritime Employees Union (CFMEU) has called into question the governance settings within the industry superannuation fund sector, with some suggesting boards no longer require - or benefit ...

Dimensional to launch three more ETFs

KARREN VERGARA  |  MONDAY, 12 AUG 2024
... to dual-access funds, which it hopes will start trading as ETFs as early as next week. The Dimensional Australian Value Trust, Global Value Trust, and Global Small Company Trust are set to trade on the ASX around August 19, pending ASX and regulatory ...

Iress snags Insignia Financial executive

ELIZABETH FRY  |  FRIDAY, 9 AUG 2024
... 2023, and left abruptly in recent months. Wall joins from Insignia Financial, where he was the general manager of master trust and insurance products. His role included oversight of Insignia's MySuper, retail superannuation and investment products ...

UK regulators propose framework for workplace pension schemes

ANDREW MCKEAN  |  FRIDAY, 9 AUG 2024
... allocations within arrangements that show improved investment performance. This helps employers and savers to build more trust in the pension market, while driving competition among market participants," the consultation paper said. Notably, the proposals ...

Asset management brand power a 'critical differentiator': ISS

ANDREW MCKEAN  |  THURSDAY, 8 AUG 2024
In an ultra-competitive asset management industry, a firm's brand is a critical differentiator in gaining the trust of financial advisers, according to ISS Market Intelligence research. Having surveyed more than 900 advisers, asking for their opinions ...

Vision Super closes property, infrastructure options

JAMIE WILLIAMSON  |  TUESDAY, 6 AUG 2024
Vision Super is closing its Property and Infrastructure options, while also removing the asset classes from one of its balanced offerings. Effective October 4, Vision Super's Property and Infrastructure options will be closed to members, with Vision ...

Choice products require fairer framework: FSC

KARREN VERGARA  |  TUESDAY, 6 AUG 2024
Choice products require a fairer regulatory framework as the current settings are heavily focused on default superannuation, putting advised clients with complex needs at a disadvantage, according to the Financial Services Council (FSC). A new report ...

Chief financial officer roles 'widely ambiguous': Research

ELIZA BAVIN  |  TUESDAY, 6 AUG 2024
... controllership versus business partner, reporting information and analysis, managing budget and cost expectations, and building trust between their role and the wider organisation. "Faced with these conflicting expectations, chief financial officers ...