Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 271 - 280 of 1299 results for "Values"

Lumiant, Invest Blue build digital advice platform

CASSANDRA BALDINI  |  MONDAY, 15 MAY 2023
... Burridge, the platform's client-centric design helps advisers bring to life a client's financial position, goals, and values. "Our advice delivery modules support advisers in visualising their advice and engaging clients around important trade-off ...

Industry funds' illiquid assets scrutinised

ANDREW MCKEAN  |  THURSDAY, 11 MAY 2023
... to understand a fund's liquidity is by examining its annual financial statements. These reports typically classify asset values into different levels, with Level 1 representing listed equities and Level 3 comprising more illiquid assets like infrastructure ...

Rest to sell Endeavour stake

CHLOE WALKER  |  TUESDAY, 9 MAY 2023
... Energy will deliver a substantial lift in value in comparison to when it was acquired six years ago and also more recent values," Lill said. "This is a high-quality business, and the agreement strongly recognises this this quality. It's an asset in the ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... can tailor their service model, to personalise it for them," he said. "Beyond that, what we're seeing is the idea of values and convictions playing a big role, so knowing your client, but also being able to implement that in their portfolios." Renitsky ...

NZ Super Fund chief executive resigns

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... presided over significant growth in the NZ Super Fund, well in excess of its investment performance benchmarks. "Matt is a values-led chief executive, for whom the long-term goal of the NZ Super Fund, to smooth the cost of superannuation between today's ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... believe that venture capital assets are overvalued, an increase from 69% in 2021. They also predict that inflated asset values will experience a correction. Together with tech companies like Meta, Amazon, and Microsoft continuing to slash their workforce ...

ASIC updates breach reporting guidelines

KARREN VERGARA  |  FRIDAY, 28 APR 2023
... provide genuine estimates for client loss and number of clients affected. This comes off the back of licensees writing "nil" values when asked for monetary impact. "This estimate is important regulatory information," ASIC said. "We expect licensees to ...

Infrastructure an asset class for all seasons: IFM

CHLOE WALKER  |  FRIDAY, 28 APR 2023
... private markets, it is clearly a temporary phenomenon, the report stated. "Once valuations adjust closer to their fundamental values, we believe infrastructure has plenty of potential for additional allocations, particularly given its expected resilience ...

Biggest super funds face human rights complaints

ANDREW MCKEAN  |  THURSDAY, 27 APR 2023
... residents, and landowners." Gomeroi/Gamilaraay Traditional Owner Karra Kinchela also emphasised the need to protect the cultural values held by Gomeroi/Gamilaraay people. Meanwhile, Miah Wright, another Gomeroi/Gamilaraay Traditional Owner, expressed ...

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... Fixed Income. Investment earnings of $857 million were almost all in multi-asset and attributed to the recovery of asset values, it said. However, it did flag that market movement in direct capabilities was marginally negative due to its exposure to ...