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Showing 151 - 160 of 581 results for "ProActive"

Outsourcing is the future: Northern Trust

CHLOE WALKER  |  TUESDAY, 25 OCT 2022
... another pandemic, you can rely on your scale provider to provide for that on a variable cost. "I think it's a far more proactive response to margin pressure than what it was traditionally perceived as." Providing a metaphor, Paulin said that the ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... implications of their recommendations. Tax is a key consideration for many investors; therefore, advisers need to be proactive and remind clients of intentional tax strategies, asset allocation and tax benefits intrinsic to their advice," the report ...

4.3m Australians invest responsibly: Report

CASSANDRA BALDINI  |  MONDAY, 24 OCT 2022
One in five Australians over the age of 18 hold responsible investments in their portfolio, representing approximately 4.3 million people. Netwealth's Investing for good report shows that 22% of Australians are investing responsibly and the figure is ...

Vanguard unveils positive impact fund

RACHEL ALEMBAKIS  |  TUESDAY, 18 OCT 2022
... said. "In seeking out companies whose products and services are providing solutions to global challenges, we believe a proactive investment approach can also be the basis of attractive investment returns," she said. "Everyone wants to make a difference ...

Australian retirement system given B+

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... retirement strategies which is a step in the right direction. We now need to educate and empower Australians to play a proactive role in managing their super and ensuring that the system supports their transition to retirement." Thailand received the ...

Super fund satisfaction takes hit

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
A survey of superannuation fund members found overall satisfaction has declined and more are considering changing funds. The latest CSBA FEAL Superannuation CX benchmarking report surveyed close to 5500 members from 20 super funds and found that customer ...

KPMG proposes tax offset, reform to boost gender equality

ANDREW MCKEAN  |  TUESDAY, 27 SEP 2022
KPMG has proposed a Carers' Income Tax Offset (CARITO) as part of a wider effort to properly value time dedicated to unpaid work. CARITO would be a non-refundable tax offset, credited against any income tax payable upon people returning to work after ...

UniSuper caps future investment in fossil fuels

RACHEL ALEMBAKIS  |  FRIDAY, 16 SEP 2022
... feels carbon pricing could be a significant risk. "Our expectations of our 50 largest Australian investments include a proactive approach to reducing emissions in line with the Paris Agreement, an understanding of the climate risks embedded in their ...

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... government and investors can continue to partner to build progressive retirement systems. "But investors need to be proactive and ensure their superannuation is best positioned to deliver long-term investment outcomes," she said.

Super giants, investment firms join Future IM/Pact

CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
... influential investment leaders are recognising the positive impact of diversity across their investment teams, signing up to a proactive movement to attract, recruit and foster young women in Australia's $4.4 trillion investment sector the $105 billion ...