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Showing 1561 - 1570 of 3938 results for "USI"

Fund manager names new chair

DARREN SNYDER  |  WEDNESDAY, 2 MAY 2018
A $15 billion unlisted property fund manager is welcoming its new chair this week. An internal appointment at the Industry Superannuation Property Trust (ISPT) saw Rosemary Hartnett become chair, effective 1 May 2018. She was appointed for a three-year ...

Morningstar creates carbon risk investment tool

DARREN SNYDER  |  WEDNESDAY, 2 MAY 2018
Investors measuring carbon risk in portfolios have a new tool to score carbon exposure across 30,000 funds globally. Introduction of the Morningstar portfolio Carbon Risk Score aims to move beyond carbon footprinting to provide an assessment of carbon ...

Pension funds must recognise stewardship licence: WTW

DARREN SNYDER  |  TUESDAY, 1 MAY 2018
There's an investment management view that too little is being spent globally on asset owner stewardship. An expert in the area says the world's largest pension and sovereign wealth funds must see corporate sustainability from the viewpoint that it's ...

US project to end pension politics

KANIKA SOOD  |  MONDAY, 30 APR 2018
An American non-profit - led by a former state treasurer - is demanding pension plan managers stop putting politics before prudent investment. The Institute for Pension Fund Integrity (IPFI) says if a fund manager is investing pension money based on ...

RC suggests separating platforms and advice licensees

ALEX BURKE  |  MONDAY, 30 APR 2018
One of the key points made by Senior Counsel Assisting Rowena Orr at the end of the financial advice Royal Commission was that vertical integration of advice licensees and platform providers carries systemic risk. Orr said that licensees using approved ...

Water risk infiltrates agriculture portfolios

KARREN VERGARA  |  MONDAY, 30 APR 2018
Water risk is becoming a threat to Australia's $56 billion agriculture industry, forcing producers to modify practices and compelling investors to find new means to de-risk portfolios. Institutional investors' growing interest in agribusiness is a boon ...

What makes a tech company attractive for HNW investors?

KANIKA SOOD  |  MONDAY, 30 APR 2018
As artificial intelligence (AI) disrupts technology over the next decade, tech companies could make for key investments in portfolios of HNW and UHNW individuals, according to a four-person panel led by Crestone Wealth Management in Sydney earlier this ...

RECAP: Advice in the Royal Commission spotlight (Days 6- 9)

KANIKA SOOD  |  FRIDAY, 27 APR 2018
In a workweek cut short by a public holiday, the Royal Commission heard evidence which included an AMP adviser identified only as Mr E, whose clients haven't even been informed of his misconduct yet. It also included a high-profile adviser who "most ...

Baby boomers unprepared for wealth transfer: Australian Unity

HARRISON WORLEY  |  FRIDAY, 27 APR 2018
Australians are unprepared for the impending intergenerational transfer of wealth according to one of Australia's oldest mutual companies. Referencing an ING report from 2016, Australian Unity said $2.4 trillion will be passed down from the baby boomer ...

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
OneVue and a specialist managed account provider have been chosen by a boutique financial advice firm to deliver a customised solution to high-net worth clients. Following a business model review, Victorian advice practice Kuda Wealth now offers a suite ...