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Showing 13861 - 13870 of 18281 results for "Plan"

Grow returns with timber

MICHAEL HOBBS  |  WEDNESDAY, 17 SEP 2008
Swiss private bank Pictet is launching an investment fund that not only exposes investors to potential long term returns from the timber industry but could also aid efforts to reduce global carbon emissions. The firm's PF(LUX) - Timber Fund invests ...

QIC appoints ESG manager

RUTH LIEW  |  TUESDAY, 16 SEP 2008
... in-house expertise to lead and coordinate the integration and maintenance of ESG principles. "She will develop our Strategic ESG Plan and work with each of our investment teams to oversee its implementation," he said. Grant has been involved in ESG research ...

Challenger goes public

THE SHEET  |  TUESDAY, 16 SEP 2008
The structured finance sector of the domestic debt capital market saw most activity last week, in terms of issuance and rating actions. The sector, and primarily RMBS, has made something of a comeback this month after a relatively quiet August. Issuance ...

SMSFs maintain investment strategy

MICHAEL HOBBS  |  TUESDAY, 16 SEP 2008
A new survey revealed two thirds of self managed super fund (SMSF) trustees are not changing their investment strategy despite almost half experiencing paper losses. The AMP Capital/Investment Trends 2008 SMSF Investor Report found 46 per cent of SMSFs ...

FPA members demand stronger voice

MICHAEL HOBBS  |  TUESDAY, 16 SEP 2008
Leading financial planning dealer groups want the Financial Planning Association (FPA) to take a harder stance on key industry issues and collaborate more with its members. Robbie Bennetts, Professional Investment Services chief executive, said the ...

No jump in client meetings: Business Health

MICHELLE BALTAZAR, MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
Despite the market upheaval in the past 12 months, financial planners are still meeting an average six clients each week, the same number as the previous year and 'too low' if a planner is serious about business longevity. The Business Health report ...

Tough times herald education boom

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
Tough economic times and a tight labour market is a potential windfall for Kaplan Professional as financial service employees' re-skill and set themselves apart from the competition. Warren Jacobson, Kaplan Professional chief executive, said the nature ...

ShareInvest gets Lonsec approval

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
OneVue's separately managed account (SMA) product, ShareInvest, received an 'approved' rating from Lonsec. Lonsec found the product's fees were transparent and reasonable for the administration service provided. "This means when financial planners use ...

Astarra joins Deloitte online service

MICHAEL HOBBS  |  MONDAY, 15 SEP 2008
Astarra Capital signed on to the web based compliance management tool, Deloitte RSE Online. The Deloitte software was developed specifically to assist super funds monitor risk and compliance across all portfolios. The service includes more than 100,000 ...

Saropa signs on six cos

RUTH LIEW  |  MONDAY, 15 SEP 2008
Six financial services firms have signed on to technology firm Saropa's services since its platform launch a month ago. Surveyor Financial Services, Future Wealth Planners, Smyth Financial Services, Australian Finance Planners, Moneycat Consulting and ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Funds Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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