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Showing 1441 - 1450 of 8466 results for "Managed"

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... sit at the heart of an advice tech stack, bringing together the software that sits inside advisers' practices, with managed accounts at its core. "CFS Edge integrates seamlessly into the advice technology stack, unifying business technologies through ...

Super assets decline despite contributions surge

JAMIE WILLIAMSON  |  WEDNESDAY, 23 NOV 2022
... across each super segment, with the largest - APRA-regulated assets - dipping 3.1% to $2.25 trillion. Total assets in self-managed superannuation funds dropped 2.8% to $865.2 billion, exempt public sector schemes by 6.6% to $153.2 billion, and the balance ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... and Exchange Commission alleged Goldman Sachs had several failures in relation to two mutual funds and one separately managed account within the Fundamental Equity group. These were the Goldman Sachs ESG Emerging Markets Equity Fund, Goldman Sachs International ...

New rules on the way for BNPL sector

JAMIE WILLIAMSON  |  TUESDAY, 22 NOV 2022
... would also look to improve users' financial literacy, with greater educational content on the Moneysmart website, Money Managed website, and through Commonwealth Financial Counselling. Further, the ASIC funding model would need to be extended to account ...

UBS, CBRE launch global property model

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
... global property model through Praemium. A first of its kind in Australia, the portfolio provides investors with an actively managed portfolio of global listed property securities in the local market with seed capital from private wealth firm Emanuel ...

Colonial First State launches sustainable growth fund

CHLOE WALKER  |  MONDAY, 21 NOV 2022
... of nearly 5000 Australians and found that of the respondents who were not yet CFS customers, 46% with superannuation or managed funds said they are likely to switch their investments to a sustainable option in the next two years. The number was even ...

Super funds told to report asset valuations more frequently

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... demonstrate how any potential conflicts of interest arising from the external manager providing its own valuations are to be managed. Additionally, APRA insisted that RSE licensees consider increasing the level and frequency of reporting and valuation ...

Super is enabling private market democratisation: PGIM

ANDREW MCKEAN  |  FRIDAY, 18 NOV 2022
... return profiles that private markets can offer," Antia said. "But increasingly, retirement schemes that are professionally managed, such as Australian super funds are creating responsible and viable paths for retail investors to participate in these ...

Former van Eyk Research chief sentenced

JAMIE WILLIAMSON  |  WEDNESDAY, 16 NOV 2022
... plea. The judge said that while there was no investor loss, Thomas' conduct was "complex and sophisticated" and "exposed managed funds to risk."

ASIC suspends FTX Australia's licence

ANDREW MCKEAN  |  WEDNESDAY, 16 NOV 2022
... there is almost no way of detecting poor risk management from the outside." "Unlike traditional finance products such as a managed fund or ETF, if a DCE collapses, investors lose whatever assets they have left on the platform as they had no legal entitlement ...