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Showing 281 - 290 of 907 results for "valuations"

T. Rowe Price launches two new products

ELIZABETH MCARTHUR  |  THURSDAY, 16 DEC 2021
... and in particular, to shift from growth to a more style-neutral strategy as inflation concerns challenge corporate valuations. This partnership has delivered exceptional results for our clients," Emanuel Whybourne partner Ryan Loehr said.

Super funds handed holdings disclosure win

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
... yesterday, the final legislation shows a softening of the government's approach to unlisted assets, with aggregate valuations by asset type now the requirement as opposed to individual valuations per unlisted asset. Industry stakeholders were concerned ...

Unlisted asset valuation processes largely inadequate: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 27 OCT 2021
... often a fund's board and management teams dedicated time to devising processes, rather than considering and challenging valuations, and that in many instances it wasn't clear that there were adequate board-approved valuation policies to guide any actions ...

Super executives switching options in conflict: ASIC

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 OCT 2021
... going forward. "Directors and executives of superannuation funds may have knowledge of their trustee's decisions around valuations of unlisted assets or the authority to influence such decisions. Trustees must have effective conflicts management frameworks ...

Energy leads top stock picks: Morningstar

ANNABELLE DICKSON  |  THURSDAY, 7 OCT 2021
... retailing names imply a continuation of elevated sales, rather than the return to our long-term trend as our intrinsic valuations suggest. The median consumer discretionary stock is trading at a 12% premium to our fair value estimate, and we view the ...

Pain ahead for super trustees on unlisted valuations

KANIKA SOOD  |  MONDAY, 6 SEP 2021
Last year many superannuation funds revalued their unlisted assets during lockdowns. Now APRA says most of their policies were deficient. Super funds took different approaches to the revaluations. For example, at Cbus the board devalued unlisted assets ...

Market momentum to continue: ASI Conference

ANNABELLE DICKSON  |  TUESDAY, 31 AUG 2021
... environment to reduce that risk. "I think that the momentum in the economy can continue in a positive direction. I think valuations are high, but they have been worse in other situations. I don't think we're on a GFC situation where fragility ...

Funds valued illiquid asset correctly: ASIC

KARREN VERGARA  |  WEDNESDAY, 11 AUG 2021
... increased valuation risks during its review period of 1 March and early November 2020. "They continued to provide timely valuations of their illiquid assets, including by increasing the frequency of valuations, expanding the sources of information to ...

Custody assets reach new heights

ANNABELLE DICKSON  |  FRIDAY, 6 AUG 2021
Assets under custody rose 11% to a record $4.4 trillion in the six months to 30 June 2021 on the back of valuations, new research from the Australian Custodial Services Association (ACSA) shows. J.P. Morgan came in first having grown 9.8% to $1,068.3 ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... 2019, AMP advisers were up in arms about newly appointed chief executive Francesco De Ferrari proposing changes to BOLR valuations. Many advisers said that proposed valuations of about 2.5 times recurring revenue devalued their business. AMPFPA chief ...