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Showing 221 - 230 of 4539 results for "Holding"

Legalsuper celebrates double digit returns

JAMIE WILLIAMSON  |  FRIDAY, 27 JUN 2025
Legalsuper expects to close out the financial year with a return of more than 11% for its MySuper product. The super fund predicts FY25 will see a return of at least 11% for its MySuper Balanced option, while the High Growth option should return about ...

First Super deputy CEO jumps ship

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... operations support to its 24,000 members across Australia. Boucher has spent nearly two decades in the superannuation sector, holding leadership roles at Cbus and ESSSuper where she focused on marketing, member experience, digital transformation and ...

Pension leaders urge US 401(k) plans to embrace private markets

ANDREW MCKEAN  |  THURSDAY, 26 JUN 2025
... now top $60 trillion globally. This figure is expected to double within the next 15 years. While the US still dominates, holding two-thirds of global DC assets, international systems are fast catching up - not only in scale, but in the sophistication ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

Pinnacle founder Ian Macoun unloads $77m of shares

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
Pinnacle managing director Ian Macoun, who founded the investment management firm, has sold nearly four million shares in the firm for $76.7 million; the proceeds are earmarked for reinvestment in its affiliated fund manager Metrics. Macoun made the ...

Hollywood actors lobby pension fund to dump fossil fuels

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JUN 2025
More than 200 actors have signed an open letter to the trustees of the SAG-Producers Pension Plan asking it to divest from fossil fuels and redirect the assets into responsible investments. Members of the Screen Actors Guild and the American Federation ...

Australia's largest real estate fundie pulls ahead of the pack

ANDREW MCKEAN  |  TUESDAY, 24 JUN 2025
Australia's largest real estate fund manager has widened its lead over competitors in the past year, according to a new industry survey. Charter Hall cemented its spot at the summit, continuing its reign as the nation's largest real estate manager with ...

JANA executive jumps to Channel

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... construction and risk and deputy chair of the investment committee. Commenting, Channel's managing director, Glen Holding, said the timing was perfect. "As we continue to expand our access to many of the world's premier investment managers, we ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
Equity Trustees was fined nearly $60,000 by the regulator for making misleading statements about the holdings of a sustainable bond fund. Equity Trustees agreed to pay three infringement notices totalling $56,340 over allegations it made misleading ...

En garde: New fund eyes Vanguard, Betashares' turf

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
... capture a larger share of the total ETF marketplace. Currently, it ranks as the sixth-largest ETF issuer in Australia, holding a 3.9% market share. Notably, the recent registrations could either reflect final product names or serve as placeholders. The ...