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Showing 11 - 20 of 43 results for "Benchmark Report"

RIAA chief executive to exit

ROSE MARY PETRASS  |  FRIDAY, 30 JUN 2023
... of an impactful and sustainable financial services sector will land in the next couple of years." RIAA's Benchmark Report 2023 - an annual study tracking the size, growth and performance of responsible, ethical and impact investment industry - will ...

First Sentier clients walk away with $13bn

KARREN VERGARA  |  MONDAY, 5 JUN 2023
The fund manager bled $12.6 billion in outflows across several managed funds in the year to March, Rainmaker research shows. Four of First Sentier Investors' products lost more than $1 billion in net flows each, Rainmaker's latest Wholesale ...

Females, millennials lead the way in SMSFs: Class

CHLOE WALKER  |  WEDNESDAY, 17 AUG 2022
According to Class's 2022 Annual Benchmark Report, female SMSF balances are rising faster than males and most new SMSFs are being established by millennials. Over the past three years, millennials have become the largest cohort of all the age groups ...

Stewart Investors launches fund, drops fees

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
... Responsible Investment Association Australasia (RIAA) and Stewart Investors was recently named in RIAA's annual benchmark report as a Responsible Investment Leader, its highest designation. Just last month Stewart Investors launched its Global Emerging ...

SMSF establishments soar

ANNABELLE DICKSON  |  MONDAY, 6 SEP 2021
... Australia (9.4%), South Australia (6.8%), Tasmania (1.3%), ACT (1.7%) and NT (0.2%). The recent Class Annual Benchmark Report: SMSF Resilience in a time of constant change revealed that 5.5% more SMSFs are invested in ETFs than two years ago. Over the ...

ETF use grows in SMSFs

ANNABELLE DICKSON  |  THURSDAY, 2 SEP 2021
... (SMSFs) is on a steady rise, almost matching the proportion invested in managed funds. The latest Class Annual Benchmark Report: SMSF Resilience in a time of constant change revealed that 5.5% more SMSFs are invested in ETFs than two years ago. Over ...

Responsible investment sector hits $1.2tn

RACHEL ALEMBAKIS  |  WEDNESDAY, 1 SEP 2021
... the Responsible Investment Association Australia (RIAA). RIAA has released its annual Responsible Investment Benchmark Report, which shows that the total pool of responsible investments has soared to $1.2 trillion, from $983 billion in 2019. "Leading ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
... compliance technology and ability to support advice firms of all sizes, according to the 2020 Advice Technology Benchmark Report. Morningstar's AdviserLogic won the best digital advice process, while Advice Intelligence was recognised for its goals-based ...

Poor progress on human rights revealed

ELIZABETH MCARTHUR  |  TUESDAY, 17 NOV 2020
... of its corporate human rights benchmark, assessing 230 of the world's largest companies. Following last year's benchmark report, 95 of those companies were targeted by a joint statement from 176 investors for scoring zero on all human rights due diligence ...

Leadership spills spell new era: RIAA

ELIZABETH MCARTHUR  |  MONDAY, 12 OCT 2020
... delivering outcomes that in its absence would have been unlikely." He added that RIAA's recent Responsible Investment Benchmark Report showed that responsible investment now represents 13% of Australia's $3.155 trillion in professionally managed assets ...