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Showing 191 - 200 of 2814 results for "Analysis"

Super moves: Aware Super, CareSuper

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... South Australian state government manager's approach to responsible investment, as well as specific activities and analysis relating to the Socially Responsible Investment Option. He began his career in financial markets at BT, where he spent almost ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... trillion in total assets in November 2024, equating to more than 25% of the $4.08 trillion super industry. "We undertook an analysis of data from Class SMSFs for the first half of FY25 which pleasingly shows the sector continues to grow and maintain ...

Super moves: VFMC, QIC, Prime Super

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... investment analyst researching growth assets. Before this, Garevski was a tutor at Melbourne University and a portfolio analysis intern for the Department of Treasury and Finance in Victoria. Moving to Queensland, Baoqing Gan has joined QIC as an investment ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... of research and managed accounts, bringing over 25 years of experience to the fold and carries expertise in investment analysis and portfolio management. His role involves expanding the company's offering to advisers and their clients, and as part ...

Global X launches Russell 2000 ETF

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... stance, US small caps are positioned to benefit significantly and offer long-term growth opportunities," he said. Global X analysis showed that during Trump's first term, the Russell 2000 outperformed the S&P 500. In the first six months, the index ...

Australians don't trust politicians with their super: FSC

ANDREW MCKEAN  |  TUESDAY, 11 FEB 2025
... impact on young Australians as a result of the deliberate decision not to index the $3 million threshold," Briggs said. Analysis of Australian Taxation Office (ATO) data commissioned by the FSC last year found that more than 500,000 current taxpayers ...

Pinnacle delivers 'flawless' half-year performance: Analyst

KARREN VERGARA  |  THURSDAY, 6 FEB 2025
... operating leverage and find attractive new investment opportunities in offshore markets. According to an Ord Minnett analysis, Pinnacle's latest result was "flawless" based on higher-than-expected earnings, performance fees, net flows, and FUM. "Looking ...

Barrenjoey acquires, expands in Hong Kong

KARREN VERGARA  |  TUESDAY, 4 FEB 2025
... institutional advisory business focused on the Chinese market, offering services that include macroeconomic and company analysis. "Acquiring Forsyth Barr's existing operations in Hong Kong enabled us to accelerate our presence in Hong Kong, and we're ...

SMA registrations double in three years: Data

JAMIE WILLIAMSON  |  FRIDAY, 31 JAN 2025
... separately managed accounts products in market has doubled in the past three years. That's according to APIR Systems' analysis of financial product registrations, with the December 2024 quarter data showing 25 new managed account products entered the ...

Realm House hires from Plato

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... manager within the boutique asset manager's strategy and risk division. Tung is tasked with overseeing macroeconomic analysis and the risk oversight of portfolios, including through the application of risk overlays. He brings 30 years of investment ...