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Showing 221 - 230 of 2813 results for "Analysis"

HESTA to pay members impacted by COVID revaluations

ELIZA BAVIN  |  TUESDAY, 19 NOV 2024
... adjustments to the number of units some members acquired in certain investment options during the period. "Upon further analysis, HESTA has determined that an adjustment to the number of units issued at the time be made for some members. There have been ...

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
... but the latter has better survivorship rates, according to Morningstar's latest Active/Passive Barometer report. The analysis of more than 800 open-ended strategies domiciled in Australia over trailing three-, five-, and 10-year periods revealed that ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... balancing data collection for regulatory compliance with data minimisation required by privacy laws remains difficult. The analysis identified a disconnect between the challenges and solutions described in existing literature and provider offerings ...

Head of strategy exits Australian Retirement Trust

ELIZABETH FRY  |  FRIDAY, 8 NOV 2024
... fund. In the role, he worked closely with the board and C-suite executives to provide strategic thought leadership and analysis to inform critical decision-making. As for resigning, he said: "All good things must come to an end; what a journey it has ...

Future Fund delivers strong 11.9% return

ELIZA BAVIN  |  FRIDAY, 1 NOV 2024
... and deglobalisation are all inflationary," he said. "Over the past 12 months we continued to invest in line with the analysis of market conditions expressed in our position papers, most recently, Geopolitics: The Bedrock of the New Investment Order." ...

UBS terminates Future Leaders small cap fund

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
... had about $3 million in funds under management. UBS head of product Glen Rice said the fund was terminated following an analysis of market conditions and investment trends, adding that the closure was in the best interests of unitholders. "Our fiduciary ...

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... we have set out to implement the most significant reforms to the financial advice laws in a decade," he said. Treasury analysis shows about 50% of member accounts have a balance of at least $100,000 in the year before the member passes away. "But worse ...

CommSec names new chief economist

ELIZA BAVIN  |  MONDAY, 28 OCT 2024
... legacy goes beyond his economic forecasts - he's been a trusted voice during times of uncertainty. His clear, insightful analysis has guided both everyday investors and professionals alike. Craig's impact has been immeasurable." In announcing his ...

Making a splash: The economic impact of AUKUS

KARREN VERGARA  |  WEDNESDAY, 23 OCT 2024
... and Taiwan. In its former colony, the Philippines, the US demarcates nine naval bases and airfields, a New York Times analysis shows. It has 10 launchpads in Japan and seven in South Korea, and last year formalised a new security agreement with Papua ...

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... strategy. Mahadeea is experienced in advising fintech start-ups on launch strategies, strategic planning, competitive analysis, and business development. He is also currently the national deputy chair of the Financial Advice Association Australia's ...