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Showing 231 - 240 of 882 results for "FOS"

Portfolio holdings disclosure rules "feeblest on the planet": Report

JAMIE WILLIAMSON  |  FRIDAY, 29 JUL 2022
A new report from Morningstar calls out the faults in the Portfolio Holdings Disclosure regulations, particularly as they pertain to unlisted, private equity and bond investments. The report's author, head of manager selection Grant Kennaway, says ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
Financial advisers across Australia now play a greater role in supporting clients through life insurance claims, with almost 80% of advisers saying it's a key part of their offering. TAL commissioned The Value of Financial Advisers at Claim Time to ...

Octopus launches renewable energy platform

CASSANDRA BALDINI  |  WEDNESDAY, 20 JUL 2022
Octopus Australia has launched a renewable energy platform for institutional and wholesale investors, with backing from partners including Hostplus. The wealth manager simultaneously closed two funds that are co-investing into a multi-billion-dollar ...

Companies' ESG efforts improve

CASSANDRA BALDINI  |  THURSDAY, 7 JUL 2022
ESG focus across global companies is up by almost 8% in response to regulatory and investor pressure, report states. Fidelity's 2022 survey of analysts on sustainability issues capture's the view of 161 investment analysts from across the globe. ...

Findex promotes new regional partners

CHLOE WALKER  |  WEDNESDAY, 6 JUL 2022
Findex has appointed a total of 57 new partners and associate partners across Australia and New Zealand. The hires are an increase of almost 50% on the previous year, with most appointments coming from internal promotions. In all, 46 of them are in ...

ASIC releases guidance on super, retirement calculators

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
ASIC has released guidance for superannuation calculators and retirement estimates, while also updating relief around how super funds can provide retirement estimates to members. RG 276 outlines what super funds need to do to rely on the existing relief ...

50% of advisers now offering ESG advice

CHLOE WALKER  |  FRIDAY, 24 JUN 2022
Almost half of all financial advisers are now providing ESG investment advice, according to a new report. This is a key finding of new research from Australian Ethical and Investment Trends and shows a significant increase from 2016 when just one in ...

First Sentier launches ESG property fund

CHLOE WALKER  |  WEDNESDAY, 22 JUN 2022
The new Global Property Securities Fund, accredited by the Responsible Investment Association of Australasia (RIAA), will build on the firm's ambition to minimise carbon emissions within the property sector. To do so, the fund will build a carbon overlay ...

Insurers to get new advocacy body

JAMIE WILLIAMSON  |  WEDNESDAY, 22 JUN 2022
Australia's life insurance industry will soon have a new peak body, the Council of Australian Life Insurers (CALI). Expected to launch later this year, CALI is the brainchild of a collective of life insurers who believe it is now time for the sector ...

IFM Investors, San Quirico team up to work towards a sustainable future

CHLOE WALKER  |  FRIDAY, 17 JUN 2022
IFM Investors is partnering with San Quirico to foster wind power operator ERG's position in the renewables space. IFM Investors (as manager of the IFM Net Zero Infrastructure Fund (IFM NZIF)) and San Quirico (SQ) will form a strategic, long-term ...