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| | | ... and strategy development takes the longest. One example where some advisers are making progress in the speed to deliver is via Copilot's researcher agent. Advisers can feed it clients' budget and expenses, and it will spit out a cash-flow analysis ... |
| | | | ... insurance company is taking an 18% stake in Barings to support its long-term growth strategy. MS&AD Insurance Group Holdings, via subsidiary Mitsui Sumitomo Insurance Co., will acquire 18% of Barings from MassMutual. MassMutual will continue to own 82%. ... |
| | | | ... purpose. "The Ten Cap ETF is best suited for those who seek exposure to a unique and complex strategy that cannot be replicated via passive options, and one that is led by Jun Bei, an exceptional investment manager with a solid track record of delivering ... |
| | | | Mercer Investments is culling four international equities options that sit within its Managed Portfolio Series Funds. Mercer's Blended Global Equities Hedged MPS Fund, Guardcap Global Equity MPS Fund, T. Rowe Price Global Focused Equity MPS Fund ... |
| | | | TAL is collaborating with SANE, a digital mental healthcare platform for eligible super fund members dealing with mental health issues. The collaboration combines SANE's expertise and its clinical and lived experience insights, with TAL's investment ... |
| | | | ... Sustainability Assessment Framework," Pendal said in a statement. "For the Sustainable Balanced Fund, this process is implemented via our Active Ownership Panel, whose charter outlines how portfolio managers incorporate perspectives from responsible ... |
| | | | ... engagement firm Gratifii shows superannuation funds' efforts to lift digital capabilities and implement engagement strategies via emails or dashboards are falling short. Real engagement stems from relevance and emotional connection, not just improved ... |
| | | | ... service area. Through its initial investment in 2003 and an additional investment in 2022, TIF holds a 17.1% indirect interest via Australian Utilities Trust (AUT), alongside Utilities Trust of Australia (UTA) and ART, which has a combined 54.1% direct ... |
| | | | ... Asset Management, offers investment management services to large institutional investors in Australia and to those globally via its ECP Global Growth Fund. Following the acquisition, ECP Asset Management and SDL will continue to operate as independent ... |
| | | | Although Payday Super addresses critical issues, including the $5 billion in unpaid super, the Coalition believes the government's "rushed implementation" of the bill could hurt the economy. Payday Super, which is slated to come into effect on 1 July ... |
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