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Showing 1 - 10 of 1893 results for %22Class Portfolio%22

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... not be able to pay for it, he said. The Delivering Better Financial Outcomes package of reforms proposes creating a new class of financial advisers called "Qualified Advisers" who will not be financially incentivised in a bid to make advice more affordable ...

Charles River appoints new head of APAC

ELIZA BAVIN  |  MONDAY, 6 MAY 2024
... owners and insurers in over 30 countries. Charles River helps automate the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data th ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... report by Praemium and CoreData. As the range of investment opportunities in alternatives assets continues to grow, the asset class is poised to capture even greater interest from a broader segment of affluent investors. But the report said alternatives ...

Australian Retirement Trust applies new investment exclusion

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... Financial Standard, ART said the super fund was committed to achieving a net zero greenhouse gas emissions investment portfolio by 2050. "Australian Retirement Trust applies exclusions in limited circumstances as part of its sustainable investment approach ...

Qantas Super boosts ag assets by $200m

KARREN VERGARA  |  WEDNESDAY, 1 MAY 2024
Qantas Super has injected $200 million in an agriculture investor that has a $1.1 billion portfolio of farmland across the nation. The super fund has partnered with GO.FARM, a developer, manager, and investor in agricultural assets involved in the production ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... create tailored, high-quality investment portfolios for their clients which are governed, managed and administered by world class asset managers utilising world class tech," Lawler said. "We recognise the value managed portfolios are providing advisers ...

Future Fund deputy CIO jumps to Blue Owl

ELIZABETH FRY  |  FRIDAY, 26 APR 2024
... role. She has made a tremendous contribution over the last five years, growing the private equity team, leading our asset class teams as deputy chief investment officer," said Future Fund's investment chief Ben Samild. Gregory's investment skills ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... ratings," the note read. "CFS expects to be able to announce the new managers within a month and anticipates that the portfolio transitions will commence from June 2024 onwards." FSI chief executive Mark Steinberg: "We will continue reviewing opportunities ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ...

Apostle Funds Management welcomes new head of wholesale

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
Apostle Funds Management announced the appointment of Stuart James to the newly created role of head of wholesale, effective immediately. James will support head of global distribution Kimon Kouryialas in the delivery of Apostle's investment solutions. ...
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