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Showing 141 - 150 of 1718 results for "Profile"

UBS terminates Future Leaders small cap fund

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
UBS has pulled the plug on its Future Leaders Global Small Companies Fund, less than two years after its Australian launch. The fund, which was an actively managed global strategy of 40 to 60 small cap "future leader" stocks, designed to provide investors ...

Advisers must prioritise Conflicts Priority Rule: AFCA

KARREN VERGARA  |  MONDAY, 28 OCT 2024
... seeing are issues where clients just haven't had an appropriate asset allocation for their circumstances and their risk profile," Sidoti said. AFCA urged advisers to brush up on RG175 and put the Conflicts Priority Rule into practice. "The financial ...

IAM announces new product, appointment

ELIZA BAVIN  |  MONDAY, 21 OCT 2024
Income Asset Management (IAM) has launched a new asset backed securities (ABS) and residential mortgage-backed securities (RMBS) product, ABS-RMBS Direct. The new product aims to offer investors direct access to the asset class. ABS and RMBS are investment ...

Harris vs Trump: Key economic policy differences

ELIZA BAVIN  |  TUESDAY, 15 OCT 2024
... Representatives over the past four years." Cunneen said the Harris policy proposal is a higher government spending and taxing profile compared to Trump. "Clearly the Harris proposal to raise the corporate tax rate is in sharp contrast to President Trump's ...

High-profile Tribeca manager sets up shop

KARREN VERGARA  |  MONDAY, 14 OCT 2024
Tribeca Investment Partners portfolio manager Jun Bei Liu is taking her top-performing $1.5 billion long-short equity fund to set up a new shop. Liu is effectively taking the Tribeca Alpha Plus Fund in a management buyout with the "blessings" of Tribeca ...

IFM Investors loses top executive

ELIZABETH FRY  |  FRIDAY, 11 OCT 2024
IFM Investors' high-profile chief operating officer Lounarda David has quit the pension-owned infrastructure and private equity specialist. David plans to take a short break before deciding what to do next - probably until after the Christmas holiday ...

Profile Financial Services chief resigns

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
The chief executive of Profile Financial Services has resigned after nearly seven years with the firm. Lena Ridley was appointed to the role in 2021 to replace interim chief executive Peter Coleman, who assumed the post after the departure of Sarah ...

Rest chief investment officer departs

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... for the work he has done to create a strong foundation for the investments team in alignment with Rest's unique member profile." Doyle said Lill had many accomplishments during his time with the super fund, including improved performance, strong team ...

APRA calls out high-cost super platforms

ELIZA BAVIN  |  TUESDAY, 24 SEP 2024
... balance members who want a flexible offering to create personalised investment portfolios in line with their own risk profile. In most cases, this occurs through the assistance of a financial adviser. This flexibility comes at a cost, with platform TDPs ...

ASIC issues warning over shoddy DDO practices

JAMIE WILLIAMSON  |  TUESDAY, 10 SEP 2024
... products being advertised on public transport. It did, however, review one CFD issuer that continued to sponsor a high-profile sporting team despite it being unlikely much of that team's fanbase would fall within the issuer's target market. "Where ...