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Showing 1341 - 1350 of 7153 results for "SMA"

Action on super gap slow, small

ELIZABETH MCARTHUR  |  TUESDAY, 8 MAR 2022
The $450 threshold, a relic of the superannuation system from 1992 when employers argued it would be too difficult for administrators to pay super on small wages, has finally been scrapped in a win for women - but this is just one small step in addressing ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... Direct indexing allows investors to own the securities that make up an index and hold them in a separately managed account (SMA). For example, if replicating the S&P500, the investor would directly own all the stocks in the index. The concept has gained ...

AvSuper names insurer, premiums rise

JAMIE WILLIAMSON  |  MONDAY, 7 MAR 2022
AvSuper has appointed a new group insurer and will increase premiums from next month, as it continues work to identify a merger partner. The $2.5 billion fund has awarded a group insurance mandate to AIA Australia. The fund's membership is currently ...

New digital solution to close advice gap

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
SWU Group has partnered with OpenInvest to make high quality investment products and services more readily available. The online investing solution, called SWU Online Invest, is being delivered via a partnership with Melbourne-based fintech investment ...

Super funds drop Russian assets

ELIZABETH MCARTHUR  |  FRIDAY, 4 MAR 2022
Australian superannuation funds are dropping Russian assets in response to its invasion of Ukraine amid escalating global sanctions against Russia. Yesterday Treasurer Josh Frydenberg and Senator Jane Hume released a joint statement requesting that ...

Boardroom diversity benefits investors: eToro

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
eToro has launched its new new FemaleLeadership Smart Portfolio, offering investors long-term exposure to companies already exhibiting strong gender equality credentials and awareness. The portfolio, composed of US-listed companies from the existing ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... profit of $445,434 for the group was down by nearly 50% from $865,010 reported in the prior corresponding period. IMAs and SMA assets stood at $1.4 billion. Total funds under management rose 6% to $5.4 billion Madison Financial Group saw funds under ...

EM investors brace for geopolitical impact

KARREN VERGARA  |  FRIDAY, 25 FEB 2022
Russia's shocking attack on the Ukraine has far-reaching implications for emerging markets investors. Franklin Templeton's emerging markets team said it is "monitoring developments very closely, with the twin goals of being risk-aware and prioritising ...

IOOF reveals first results as Insignia

ELIZABETH MCARTHUR  |  THURSDAY, 24 FEB 2022
IOOF, now known as Insignia Financial, has delivered a firm first half result. The company reported underlying net profit after tax up 79% on the previous corresponding period, a gross margin of $778.4 million up 122% including a six-month contribution ...

Prime Value hires Rest portfolio manager

KARREN VERGARA  |  WEDNESDAY, 23 FEB 2022
Boutique fund manager Prime Value appointed a new portfolio manager from Rest who was most recently in charge of its small-caps strategy. Melbourne-based Mike Younger was Rest's director and small-cap portfolio manager for more than five years. ...