The latest issue of Financial Standard now available as an e-newspaper

READ NOW

Search Results

Showing 131 - 140 of 1043 results for "Mutual"

Morningstar restructures investment team

CASSANDRA BALDINI | THURSDAY, 8 DEC 2022

Morningstar Australia has announced a restructuring of its manager selection and portfolio management team, bidding farewell to its longstanding director of manager research. The financial services firm said its manager selection sector, which previously ...

Mutuals' assets increase, profits declines: KPMG

CASSANDRA BALDINI | FRIDAY, 25 NOV 2022

Australia's mutual banks, building societies and credit unions (the mutuals) increased in net assets but fell in profitability over FY22. According to KPMG Mutuals Industry Review 2022, net assets jumped 7.8% to $11.2 billion, up from 5.5% growth ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS | WEDNESDAY, 23 NOV 2022

... to February 2020, the Securities 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 ...

Natixis takes on Investors Mutual distribution team

JAMIE WILLIAMSON | WEDNESDAY, 16 NOV 2022

The marketing and distribution capabilities of Natixis Investment Managers and Investors Mutual Limited have been combined, with a head of institutional and head of wholesale appointed. The enhanced distribution platform will provide additional resources ...

ANZ to pay $42m in insurance lawsuit

CASSANDRA BALDINI | MONDAY, 14 NOV 2022

... Commonwealth Bank. Commonwealth Bank will pay $50 million though said it makes no admission of liability and neither does Colonial Mutual Life Assurance Society or AIA Australia. Another settlement was agreed with Westpac, the law firm said. The three ...

Aussie income equities fare well amid turmoil

JAMIE WILLIAMSON | MONDAY, 14 NOV 2022

... September end was the SPDR MSCI Australia Select High Dividend Yield Fund with a 3% return. This is followed by Investors Mutual Equity Income Fund (1.5%) and Merlon Wholesale Australian Share Income Fund (1.4%). Rounding out the top performing asset ...

BlackRock expands proxy voting to retail investors

ANDREW MCKEAN | FRIDAY, 4 NOV 2022

BlackRock will allow individual investors in select mutual funds in the UK to engage in proxy voting via its technology platform Voting Choice. BlackRock chair and chief executive Larry Fink said it's clear investors don't want to sit on the ...

Cboe Global Markets, SBI Holdings sign MoU

ANDREW MCKEAN | TUESDAY, 25 OCT 2022

Cboe Global Markets and SBI Holdings (SBI) have signed a Memorandum of Understanding (MoU) to discuss business collaboration opportunities in traditional and digital finance. "The MoU between Cboe and SBI lays the foundation for the potential exchange ...

Australian Unity gives funds management business a makeover

CHLOE WALKER | THURSDAY, 13 OCT 2022

... community," Fernandes said. Australian Unity group managing director Rohan Mead said the changes are an important part of the mutual's evolution to meet changing community needs. "Our ageing population, coupled with the rise in chronic disease and complex ...

RBA lifts rates, lifts markets

ANDREW MCKEAN | WEDNESDAY, 5 OCT 2022

... and demand in the Australian economy, a prerequisite to bringing inflation back down, Lowe said. Following the rate rise, Mutual Limited chief investment officer Scott Rundell commented: "The RBA surprised pretty much everyone yesterday, delivering a ...

PAGE:

Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

Videos

Brought to you by

A guaranteed future

Global economic outlook and the case for local currency emerging market debt: Resilience, risk, and opportunity

The market has changed. The opportunity hasn't.

SMILE through retirement - tackling the top 5 (Sequencing, Market, Inflation, Longevity, Emotion) retirements risks

Maintaining a fundamental focus in a world obsessed with the short term

Strength amid noise

Follow the leaders

MORE VIDEOS

Products

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.

MORE INFO

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.

MORE INFO

Product Showcases

Putting the spotlight on investment products that matter.

MORE INFO

Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

READ MORE

Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

READ MORE

Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

READ MORE

Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

READ MORE

Industry Events

MORE INDUSTRY EVENTS

JUL

Advisers Big Day Out - Hobart

Featured Profile

MORE PROFILES

Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

READ MORE