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Showing 181 - 190 of 1826 results for "Monitor"

BlackRock settles lawsuit for 'misleading consumers'

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... its disclosure of proxy voting practices and implement compliance measures, including audits by a third-party service to monitor adherence to the agreement's terms. BlackRock also committed to ensuring that its communications with investors comply with ...

One in five pension funds face liquidity risks

KARREN VERGARA  |  WEDNESDAY, 15 JAN 2025
... in the investment portfolio, to identify emerging liquidity risk. "While this is an intuitive and important trigger to monitor, reliance on a single trigger may be overly simplistic and could lead to an RSE licensee not perceiving broader risks, such ...

HMC Capital unit beefs up Melbourne office

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
Payton Capital, the private debt fund manager, has continued its hiring spree by beefing up its Melbourne ranks by appointing three senior relationship managers and a senior business improvement analyst. The move to bolster the Victorian team follows ...

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... into their processes. Within investment management, for example, AI has the potential to execute investment strategies, monitor performance, and update portfolios to best align with investment goals. It can also identity ways to minimise cost and improve ...

Trustee valuation processes 'concerning': APRA review

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2024
... in the investment portfolio, to identify emerging liquidity risk. "While this is an intuitive and important trigger to monitor, reliance on a single trigger may be overly simplistic and could lead an RSE licensee not perceiving broader risks, such as ...

Morningstar hires research manager for super

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
Morningstar Australasia has recruited a manager to lead its superannuation research coverage on local asset owners. William Anglingdarma will support Morningstar's strategy to provide comprehensive superannuation fund ratings on fund fees, features ...

Investment habits of the generations revealed

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
New research from Fidelity has outlined the differences between the generations when it comes to investing and risk. The research - which was based on a survey of more than 1000 Australian consumers aged between 18 and 59 - found that financial confidence ...

More work to do on reportable situations compliance, ASIC says

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... adequately identifying and recording complaints in the first place," ASIC said. Most licensees also had gaps in how they monitor their own compliance with the regime, ASIC said, adding that poor practices have a real impact on consumers. "In many cases ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
The government has provided clarity on the second tranche of the Delivering Better Financial Outcomes reforms, offering more detail around what's included and confirming the remit of its 'new class of adviser.' The second package of reforms is aimed ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... external investment rating as the sole criteria for inclusion on their investment menus. "They should also effectively monitor performance, with reference to specific and measurable return objectives and clearly defined parameters for identifying underperformance ...