Search Results | Showing 1 - 10 of 62 results for %22Complete Risk Analysis%22 |
| | | ... "The partnership with Ortec Finance has delivered the performance and attribution reporting we require via a robust, low-risk system solution," Qantas Super head of investment operations Dan Healey said. Ortec managing director for APAC Stefano Seung ... |
| | | | ... decisions. It also found some firms do not assess customers' capacity for loss, which could result in them taking on more risk than appropriate and seeing their income reduce to levels they cannot withstand. In terms of advice suitability, the FCA said ... |
| | | | ... bring it to Australia. "It provides observations and insights into what is driving risk and return, leading to a more complete analysis of portfolios from different angles," JPMAM said. "We've canvassed advisers to understand the types of tools and ... |
| | | | ... includes generative artificial intelligence use cases in the contact centre with smart agent capabilities and a range of risk management processes to further enhance the protection of (our) 1.8 million Australia-based customers." Macquarie head of regulated ... |
| | | | ... options will undermine the ability for consumers to implement their desired investment strategies. "The test fails to consider risk, forward-looking qualitative analysis and tax benefits which are relevant and important factors considered when deciding ... |
| | | | ... funds. The funds were assessed on how they performed after fees and compared to other super investment options of similar risk over five years. The data further analysed the success of funds based on investment strategy. It found the top performing balanced ... |
| | | | ... follow them consistently through to February 2020. According to the regulator, Goldman Sachs' staff were required to complete a questionnaire for every company it planned to invest in prior to selection, however personnel completed many of the questionnaires ... |
| | | | ... tracked a custom version of the MSCI All Country World Investible Market Total Return Index. Implementation is now largely complete the fund said. The change affects NZ$25 billion of its overall investment portfolio and aligns their benchmarks to the ... |
| | | | ... introduced the modelling that we needed to perform across each individual holding to assess the two risks of stranded asset risk and physical asset risk, and we were also in discussions with our active managers, what their position was in terms of the ... |
| | | | ... client Portal which will significantly improve the ability of clients to engage with us where and when they choose with complete access to their information in a controlled and secure way," he said. Meanwhile, the partnership with Nuj will see Equity ... |
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