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Showing 131 - 140 of 370 results for %22Purpose Investments%22

Super funds need to act like banks: PM

ELIZA BAVIN  |  FRIDAY, 17 APR 2020
... investment capacity." However, the FSC added superannuation funds have legal obligations to invest with regard to the sole purpose test, which requires funds to be maintained for the sole purpose of delivering retirement benefits to members. "Each individual ...

IOOF trims operations

HARRISON WORLEY  |  THURSDAY, 16 APR 2020
... reflect the deal finally crossing the line. "We are building solid foundations for IOOF's future success. Through a purpose-led culture we continue to challenge ourselves to deliver better outcomes for clients and members," Mota said in March. "The ...

Investment specialist joins sustainable fund manager

ALLY SELBY  |  TUESDAY, 24 MAR 2020
... infrastructure assets, including a growing portfolio of specialist disability accommodation assets, which is providing new, purpose built housing for many Australians with disability." O'Dea said she was looking forward to working with the firm's current ...

Volatility hits super funds

HARRISON WORLEY  |  TUESDAY, 17 MAR 2020
... diversified superannuation investment would work to protect them from market shocks. "Diversification in super also matters. The purpose of diversification is really to smooth out the volatility, the ups and downs of the markets. The idea being that ...

Investec AM rebrands

ALLY SELBY  |  TUESDAY, 17 MAR 2020
... independently-listed company. In spite of the current market volatility, we are excited about the future," he said. "Our purpose of investing for a better tomorrow is now as relevant as ever. We remain committed to serving our clients to the best of ...

IOOF restructures leadership team

HARRISON WORLEY  |  MONDAY, 2 MAR 2020
... and reflect the deal finally crossing the line. "We are building solid foundations for IOOF's future success. Through a purpose-led culture we continue to challenge ourselves to deliver better outcomes for clients and members," Mota said. "The recent ...

APRA slaps extra conditions on Avanteos

HARRISON WORLEY  |  WEDNESDAY, 11 DEC 2019
... families of deceased members," CBA said. "AIL is committed to acting in the best interests of members and agrees with the purpose of the licence conditions. AIL will fully cooperate with APRA regarding the licence conditions. "Since reporting a breach ...

Business giants attempt to crack financial planning

KANIKA SOOD  |  THURSDAY, 28 NOV 2019
... impact investments for clients. "Something like crafting a fund that is around investing your monies to do something with purpose. Find these products that deliver seven to 12 % returns," said Salek, who started an impact investing fund after his exit ...

FS Roundtable: Striking the perfect balance

KARREN VERGARA  |  THURSDAY, 14 NOV 2019
... interest and toward alternatives, the question becomes if this relatively non-traditional asset class is suitable or fit for purpose for retail clients. The definition for alternatives can stretch a "mile wide", Martel says. In the US for example, alternatives ...

Legal fight could change super game

ELIZABETH MCARTHUR  |  FRIDAY, 8 NOV 2019
... Hooper, special counsel at Mills Oakley, explained the case has ramifications for the ways super funds interpret the sole purpose test. "The sole purpose test is 25 years old and guidance is warranted, especially in what appears to be an era of social ...