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Showing 281 - 290 of 3533 results for "Reporting"

Super moves: Qantas Super, VFMC, AusSuper

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... management business. Gaskin's new title at MLC Asset Management is senior manager of asset management climate data and reporting. In her new role, Gaskin will lead the asset management division's contribution to the newly legislated climate risk ...

HESTA hunts for portfolio construction and risk specialist

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... Joining in January 2021, Sommers was responsible for managing the strategic asset allocation and risk budgeting process reporting to Stephanie Weston, head of portfolio design. He was also a member of the investment leadership team Before his four years ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
... 27% of advisers that are embracing AI rate themselves as "beginners" or have "limited use" and primarily use it for reporting and editing purposes, according to the 2024 Platform Competitive Analysis & Benchmarking Report. Thirty-six percent said they ...

Northern Trust lands another mandate

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2025
Northern Trust has been selected to provide global custody and valuation reporting services for Generation Life. With the new remit, Northern Trust will provide support to $1.5 billion ( as of 31 January 2025 ) of Generation Life's portfolio assets ...

Technology optimises family office performance: KPMG

KARREN VERGARA  |  WEDNESDAY, 26 FEB 2025
... performance after increasing their technology use. Some 45% confirmed technology is specifically used for portfolio management reporting. KPMG found that the number of family offices used a combination of solutions for different asset classes where performance ...

AI is not a bubble: ECP Asset Management

ELIZA BAVIN  |  TUESDAY, 25 FEB 2025
... and it's going to change the way businesses are run, across basically every industry." Warton said the most recent US reporting season has only further reinforced that view, with many large companies increasing capex to meet demand. "The hyper-scale ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
... team of AZ Next Generation Advisory (AZ NGA). Blackledge has been appointed group chief financial officer at AZ NGA, reporting to group chief executive Paul Barrett. Blackledge left Fitzpatricks in August 2024. She became chief executive in December ...

Perpetual calls off KKR deal

KARREN VERGARA  |  MONDAY, 24 FEB 2025
... The strategic review and work on the KKR deal will cost shareholders $42.6 million post-tax. For the half-year 2025 reporting period, the books will take a hit of $24.4 million. The ASX-listed firm will instead go ahead with separating the asset management ...

ASIC proposes further breach reporting relief

ANDREW MCKEAN  |  WEDNESDAY, 19 FEB 2025
... financial services firms under the reportable situations regime, which requires a prompt identification, fixing, and reporting of potential misconduct. "ASIC's proposed additional relief aims to reduce the reporting burden on industry while still ...

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... billion. The core platform recorded net inflows of $186 million from aligned financial advisers in first half of the reporting period. Nearly 100% of new inflows went into the Fiducian multi-manager funds. Fiducian earned operating revenues of $44.3 ...