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Showing 11 - 20 of 92 results for "Investment Policy"

Morrison government names new chair of Foreign Investment Review Board

ANDREW MCKEAN  |  THURSDAY, 7 APR 2022
... is a non-statutory body established in 1976 to advise the treasurer and the government on Australia's Foreign Investment Policy. The body ensures foreign investments only occur where it's in Australia's national interest.

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
... portfolios when possible. "The system understands variables such as spending and market returns - knowing that a good investment policy may need to flux in and out of taking risk," Murphy said. "We've made an effort to direct clients' attention to the ...

BetaShares hires from Suncorp

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 NOV 2021
... manager, investment sustainability and responsible for the development and implementation of Suncorp's responsible investment policy. Prior to his time at Suncorp, Liddell held roles at the Centre for International Financial Research, the Investor Group ...

ASIC urged to act on common ownership

KARREN VERGARA  |  FRIDAY, 10 SEP 2021
... my understanding, [that] will prevent them to do that." When voting, Press said trustees must consider their investment policy around voting as well as the financial interests of their members. Overall, it falls on the circumstances of each trustee and ...

FIRB updates guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
... convertible note facilities in respect of certain transactions. Treasury is set to commence a review of the foreign investment policy framework in the coming weeks, with the review to be completed by December 10. "Investors should seek advice from key ...

Fund managers failing value assessments: FCA

KARREN VERGARA  |  THURSDAY, 8 JUL 2021
... and May 2021 by the Financial Conduct Authority found that active managers do not seriously consider how their investment policy, strategy and fees work together to deliver value for investors. Such managers assessed their fund performance by comparing ...

KPMG promotes two super experts

KARREN VERGARA  |  MONDAY, 28 JUN 2021
... Services Council prior to joining KPMG, working in a senior policy management role covering financial advice and investment policy development. Julie Dolan was recently made a partner, having joined KPMG two years ago. She is currently the head of self-managed ...

APAC lagging on net zero goal: Survey

ELIZA BAVIN  |  TUESDAY, 23 MAR 2021
... CoreData Research, Robeco's 2021 Global Climate Survey found climate change is already a significant factor in the investment policy of around 73% of investors surveyed. Nearly all respondents indicated that they already have a formal policy on climate ...

AIA under fire for coal holdings

ELIZA BAVIN  |  WEDNESDAY, 25 NOV 2020
... sectors which are not compatible with its brand is not an alien concept for AIA. According to its responsible investment policy, the life insurer excludes companies manufacturing tobacco and cluster ammunition from its investment portfolio without any ...

AMP Capital Ethical Leaders loses another mandate

ELIZABETH MCARTHUR  |  THURSDAY, 24 SEP 2020
... manager search is underway. "The temporary investment will be made in accordance with ESSSuper's Responsible Investment Policy. This excludes tobacco and controversial weapons investments but has fewer ethical exclusions than the Ethically Minded ...