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Showing 281 - 290 of 952 results for "Notes"

Perpetual raising $440m for credit trust

KANIKA SOOD  |  MONDAY, 25 MAR 2019
... type, credit quality, loan maturity, country and issuer. Typical investments will include corporate bonds, floating rate notes, securitised assets and private debt (mainly corporate loans). The management cost is expected to be 0.88% per annum of the ...

Clayton Utz finally hands AMP notes to ASIC

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
... battle with AMP over the wealth manager's fee-for-no-service issues. The corporate regulator was handed internal file notes from law firm Clayton Utz last week, which relate to the firm's interviews with current and former AMP employees over ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... to support the company's offering, including services to licensees using BT Panorama. The investment is via convertible notes which are expected to convert into equity based on a growth-related valuation. The equity ownership can increase to 100% in ...

Australia ahead in gender diversity

KARREN VERGARA  |  MONDAY, 25 FEB 2019
... which say the mining industry lacks in this area, but companies like Fortescue are a standout in the diversity space, she notes. Despite US firms publicly declaring a commitment to gender diversity in the last four years, research by McKinsey & Company ...

Hayne report raises professionalism stakes

JAMIE WILLIAMSON  |  MONDAY, 11 FEB 2019
... advisers, it must not only be independent of industry but also be seen to be independent of industry." Commissioner Hayne notes in the report that both De Gori and Association of Financial Advisers chief executive Phil Kewin testified to the Royal Commission ...

Chief economist update: The RBA capitulates

BENJAMIN ONG  |  THURSDAY, 7 FEB 2019
... neutral. The Aussie dollar exchange rate is down (1.6% versus the greenback) and longer term interest rates are lower: two-year notes fell by nine basis points to 1.71%; five-years down by 10 bps to 1.78%; and, 10-year bonds are 6 bps lower to 2.18%. ...

Alternatives an antidote to volatility: Report

KARREN VERGARA  |  TUESDAY, 22 JAN 2019
... greater discipline. It's more of a science than an art when it comes to making allocation decisions, it said. J.P. Morgan notes building an alternatives portfolio should be holistic and comprise three basic components: A core foundation, with assets ...

Super funds wield bank remuneration stick

DARREN SNYDER  |  FRIDAY, 21 DEC 2018
... as clear initially is the makeup of institutional investors voting down these remuneration reports. Researcher Rainmaker notes the nation's superannuation funds on average hold between one-fifth and one-quarter of their Australian equities portfolios ...

UBS signs on Morningstar

KANIKA SOOD  |  WEDNESDAY, 19 DEC 2018
... list by this time next year. Members in DIO at these super funds have access to a tailored version of equities research notes from UBS' analysts, and markets data (such as securities pricing) and industry news from Morningstar. Morningstar will not provide ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... understanding of how the product fits with the communication and support needs of planners and their clients." Finally the report notes advisers are moving away from being stock pickers to asset allocators, as well as prioritising to capital preservation. ...