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Showing 141 - 150 of 3120 results for "Reporting"

First Sentier clients walk away with $13bn

KARREN VERGARA  |  MONDAY, 5 JUN 2023
... positive inflows of $28 billion. Exchange-traded products and fixed interest were the winners in the latest round of reporting. Betashares products raked in $3.2 billion, followed by Macquarie with $2.6 billion and VanEck with $1.9 billion. Meanwhile ...

Frontier overhauls research function

ELIZABETH FRY  |  FRIDAY, 2 JUN 2023
... resources to those asset classes. Iain McMahon will head up this team (as the head of bonds, currency and derivatives), reporting to Kemp. Frontier has also created a new private markets team to run private debt and private equity under one single construct. ...

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
BT is updating features of its Panorama platform that include improvements to reporting and document-tracking features. The reporting feature introduced last October 2022 will now allow financial advisers generate the same set of reports for potentially ...

AMP restructures wealth management, chief exits

KARREN VERGARA  |  MONDAY, 29 MAY 2023
... role on July 3. Vernon will be responsible for the accounting functions of the entity such as statutory and regulatory reporting, performance reporting, and tax, in addition to investor relations, treasury, workplace experience and transformation. Other ...

Aware Super bolsters strategy team

ELIZABETH FRY  |  FRIDAY, 26 MAY 2023
... joined up along with his senior quant Wei-Ting Pan. Anthonisz's new role will be portfolio manager, investment risk reporting to Michael Winchester. Pan has been hired as an investment risk analyst. Before being appointed head of investment strategy ...

FAAA sounds alarm on no-consultation super reform

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... FAAA general manager of transformation Phil Anderson shared similar apprehensions, particularly around the proposed reporting of underperforming products and the implications for clients and advisers alike. He signalled that the reform process may not ...

Don't discount Vietnam: Dragon Capital

CHLOE WALKER  |  MONDAY, 22 MAY 2023
... considerations into all aspects of its investment activity, building the function for ESG scoring for the portfolio, reporting on climate change risk and VEIL is a pioneer in Vietnam in this respect." VEIL portfolio manager Dien Vu added that advocacy ...

AustralianSuper mistake spurs call for regulatory intervention

ANDREW MCKEAN  |  MONDAY, 15 MAY 2023
... discovering issues now." "We're calling on all funds to review their processes and follow AustralianSuper's example by reporting the outcome to ASIC and APRA. Where funds are not complying, we expect strong transparent action from the funds and ...

Superhero launches in New Zealand

CASSANDRA BALDINI  |  TUESDAY, 9 MAY 2023
... trading and superannuation platform. Following the expansion, New Zealand investors can leverage Superhero's portfolio reporting features as well as real-time currency transfers and access to its referral program. Superhero also signaled the ability ...

ASIC revises IDR reporting framework

JAMIE WILLIAMSON  |  MONDAY, 8 MAY 2023
ASIC has further staged the implementation timeframe for internal dispute resolution data reporting. In total, 8600 financial firms will report their customer complaints data for the first time under the framework. The first group to do so comprised ...