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Showing 251 - 260 of 3533 results for "Reporting"

OneVue, Spectrum drive Praemium to record FUA

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... also had net outflows of $66 million. A further $32.3 billion is held in the non-custodial Portfolio Administration and Reporting Service, up 11% year on year.

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... service quality. "In addition, managed accounts are demonstrating their value to advice businesses, with 92% of advisers reporting time savings in administrative tasks and 81% expressing overall satisfaction. However, challenges exist to their broader ...

Global investor services group enters Australia

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... significant milestone in the company's global expansion strategy. "The AMAL Group's addressable market spans the four key reporting segments of trustees - securitisation, wholesale loans, funds, and managed investment trusts, each of which have unique ...

GESB expands leadership team

JAMIE WILLIAMSON  |  MONDAY, 14 APR 2025
... Standard, GESB said the creation of the new executive roles supports changes to internal business unit structures and reporting lines, ensuring it is well positioned to deliver on strategic objectives. "This was in part due to the changes to the State ...

Apex awarded $2.3bn fund admin mandate

MATTHEW WAI  |  MONDAY, 14 APR 2025
... network will benefit from Apex's streamlined portal for "greater visibility, faster transaction processing and improved reporting tools." The move also provides the credit manager access to "scalable" technology to support its continued growth and evolving ...

Aware Super names portfolio and construction lead

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... portfolio construction, manager research, and risk oversight within the equity asset class. It is one of three teams reporting to Agnes Hong, the head of public market equities. Before joining Aware Super, Stavropoulos spent two years at AustralianSuper ...

ASIC asks for input on reportable situations, IDR dashboards

JAMIE WILLIAMSON  |  THURSDAY, 10 APR 2025
... interpretation of the data. In December, ASIC published the inaugural IDR data report, flagging concerns that firms were not reporting correctly. In advice, service-related issues were overwhelmingly the top complaint, accounting for three times more ...

Perpetual to build digital wholesale term deposit marketplace

JAMIE WILLIAMSON  |  TUESDAY, 8 APR 2025
... looking to streamline and modernise the execution of these instruments, much like it has previously done with investor reporting, regulatory reporting, structured finance and fixed income markets, by "eliminating inefficiencies and enhancing accessibility ...

New gig for Challenger's ESG specialist

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... risk professional in 2016 but quickly moved into ESG covering the global regulatory landscape, climate risk and PRI reporting, O'Meara is also responsible for the firm's modern slavery statement and leads the modern slavery working group in developing ...

Pendal's Blayney lands at HESTA

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... of multi-asset Michael Blayney will take on the former role with Nick Catherall landing the data security position. Reporting to HESTA head of portfolio design Dianne Sandoval, the high-profile Blayney will lead the dynamic asset allocation team, which ...