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Showing 1781 - 1790 of 17575 results for "Report"

Pinnacle collects large performance fees, writes down OpenInvest

KARREN VERGARA  |  FRIDAY, 12 JAN 2024
While its affiliates delivered $41.9 million in performance fees, Pinnacle Investment Management said several detractors, such as a write down of OpenInvest, could dampen its half-year results. In a 2024 half-year reporting update, the ASX-listed firm ...

Natixis IM subsidiary hires head of sustainability

KARREN VERGARA  |  FRIDAY, 12 JAN 2024
Natixis Investment Managers affiliate Flexstone Partners appointed a managing director and head of sustainability. Samira Boussem took the post on January 8, having been promoted from her role as head of ESG at Natixis Investment Managers Solutions ...

Investors livid over fresh portfolio valuation: Mayfair 101

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2024
Mayfair 101 says its noteholders have been left devastated by new sales data that suggests the Mission Beach real estate portfolio has increased in value by as much as $170 million. Mayfair 101 purchased the portfolio of 200-plus properties in 2019. ...

New global retirement unit at T. Rowe Price

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2024
With roughly two-thirds of its assets under management now held in retirement or related accounts, T. Rowe Price is establishing a team dedicated to the development of new products and services for the space. T. Rowe Price said the business unit will ...

ASIC cracks down on Prospero for reporting failures

CHLOE WALKER  |  WEDNESDAY, 10 JAN 2024
... trading platform, which services mainly Chinese-speaking clients, failed to lodge its annual financial statement and audit report for last financial year. Prospero's licence suspension means it cannot provide financial services until at least February ...

Infrastructure's diversification benefits timely: Clearbridge

CHLOE WALKER  |  WEDNESDAY, 10 JAN 2024
While infrastructure's inflation pass-through supported earnings in 2023, its defence and diversification could make it valuable in 2024, says Clearbridge Investments. According to Clearbridge portfolio manager Nick Langley, increasing earnings ...

Balanced portfolios to reap rewards in 2024: UBS

CHLOE WALKER  |  TUESDAY, 9 JAN 2024
According to UBS' latest Family Office Quarterly Report, investors who keep a diversified multi-asset portfolio as a core investment strategy are most likely to successfully protect and grow real wealth over the year. The report, written by UBS chief ...

AFCA reports unprecedented complaint spike

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
The Australian Financial Complaints Authority (AFCA) received a record 102,790 complaints from consumers and small businesses unable to resolve disputes with financial firms in 2023. This marks the first time Australia's financial dispute resolution ...

CSLR estimates $241m to fund backlog of complaints

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2024
... Finity Consulting which was then reviewed by actuarial consultancy Taylor Fry. The analysis is outlined in an accompanying report which also notes that the levy itself is uncertain. "The eventual obligation of CSLR for pre-CSLR complaints could turn ...

More outflows for Platinum

KARREN VERGARA  |  TUESDAY, 9 JAN 2024
Platinum Investment Management reported another month of net outflows as the fund manager confirmed the start date of its new chief executive. In December 2023, Platinum recorded net outflows of about $235 million to finish the year with $15.4 billion ...