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Showing 201 - 210 of 1718 results for "Profile"

Perpetual seeds Kapstream fund

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
Perpetual is backing a new strategy from Kapstream Capital, securing an undisclosed seed amount in the fund that invests in securitised warehouse financing, a form of private debt. Following its February 1 launch, the Kapstream Private Investment Fund ...

Australian Retirement Trust announces new investment strategy and options

ELIZA BAVIN  |  FRIDAY, 15 MAR 2024
Australian Retirement Trust (ART) has announced a range of changes to its investment strategy and options. ART chief of retirement, Kathy Vincent, said the fund engaged its members, advisers and employers to co-design the new investment menu. "When ...

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...

Sexism in the City: UK financial sector slammed

JAMIE WILLIAMSON  |  WEDNESDAY, 13 MAR 2024
... snail's pace." She said firms must take responsibility for improving their culture. "There have been several high-profile cases which show the existential risk to firms who don't tackle sexual misconduct. We also know that more diverse organisations ...

Hamilton Lane debunks private market myths

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
Hamilton Lane's 2024 Market Overview report has offered a counter narrative to perceptions about the private market asset class. "Valuations are inaccurate: we can't tell if this is a real one today or just a bad hangover from 2022's party-crashing ...

Perpetual adds director, institutional business

ELIZABETH FRY  |  MONDAY, 11 MAR 2024
High-profile investment executive Kate Hillyar has joined Perpetual Asset Management's institutional business team. Hillyar arrives from alternative asset manager HMC Capital, where she worked for 18 months as a director of institutional capital. ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... explored the intentions of the 1.3 million Australians planning to seek an adviser in the next two years, finding their profile closely mirrored the 9.1 million who don't plan to seek professional advice. On average, unadvised individuals are willing ...

Baby boomers turn to local private debt: Research

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... fulfilling a duty of care regarding portfolio construction, while the second aspect is identifying the demographic investor profile where the money is in Australia. "We note that between 2023 and 2040, the 65-plus age cohort in Australia will grow by ...

Super tax is a 'wealth tax': Taylor

KARREN VERGARA  |  THURSDAY, 22 FEB 2024
... Taylor emphasised the need to give Australians choice and flexibility with respect to how they invest their money, the risk profile undertaken and whether they opt for an industry fund or establish an SMSF. "Retirement is an individual experience. There's ...

VanEck failed to disclose influencer's role in ETF launch: SEC

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2024
... involving issues that can impact the advisory contract... VanEck Associates' disclosure failures concerning this high-profile fund launch limited the board's ability to consider the economic impact of the licensing arrangement and the involvement ...