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Showing 121 - 130 of 2664 results for "Holdings"

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... scale." AMP noted advisers will be able to track portfolio performance and to content support, allowing them to monitor holdings, review performance, and receive trade notices and market commentaries that can be white labelled for their clients. AMP ...

Legalsuper celebrates double digit returns

JAMIE WILLIAMSON  |  FRIDAY, 27 JUN 2025
... after just nine months in the role, later replaced by former Rest investment head Andrew Lill. As per its most recent holdings disclosure, close to 54% of the MySuper Balanced option is invested in listed equities, while 10% is in infrastructure and ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... of their assets through personalised, tax and cost-effective, diversified portfolios. They will have transparency of holdings, trades, cash flows, and tax lots via the Briefcase platform. Desktop Broker group head of sales Craig Saunders said Briefcase's ...

Pinnacle founder Ian Macoun unloads $77m of shares

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
... managed by Metrics which provide an attractive yield." Notably, Pinnacle holds a 35% equity interest in Metrics Credit Holdings, in which the National Pension Service of Korea - the world's third largest pension fund - snapped up a 4.17% stake for $50 ...

Hollywood actors lobby pension fund to dump fossil fuels

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUN 2025
... Oil campaign. The campaign asks the US$5 billion ($7.7bn) SAG-Producers Pension Plan to phase out its coal, oil and gas holdings. It notes that while many public and private pension funds the world over have committed to divestment, just 0.2% of current ...

Australia's largest real estate fundie pulls ahead of the pack

ANDREW MCKEAN  |  TUESDAY, 24 JUN 2025
... covered over 100 managers with a total AUM of US$3.8 trillion, also found that Australian asset managers' real estate holdings stood at $330 billion in 2024. This was an 18.1% increase from the $279 billion recorded in 2023. "It is encouraging to see ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
Equity Trustees was fined nearly $60,000 by the regulator for making misleading statements about the holdings of a sustainable bond fund. Equity Trustees agreed to pay three infringement notices totalling $56,340 over allegations it made misleading ...

ASX offloads interest in Digital Asset

MATTHEW WAI  |  FRIDAY, 13 JUN 2025
The Australian Securities Exchange (ASX) has sold its shareholding in Digital Asset Holdings, the firm it partnered with in 2016 to build the doomed CHESS replacement. The sale price is approximately $57 million, with a pre-tax gain of about $42 million ...

King's honours list recognises excellence in super, finance

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... of UBS Investment Bank, Australia between 1996 and 2002. Rebecca McGrath was most recently chair of Investa Management Holdings and is currently a non-executive director at Macquarie Group. Receiving the Companion of the Order of Australia (AC) in recognition ...

Private credit market has lenders sweating

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... key concern in the private credit market with many private credit funds do not provide detailed information about their holdings, often because of client confidentiality, making it harder for investors to assess risks and returns. "Private credit represents ...