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Showing 11 - 20 of 1259 results for "NAV"

FAAA appoints new board members

RIDDHIMA TALWANI  |  WEDNESDAY, 28 OCT 2026
The Financial Advice Association Australia (FAAA) has appointed two new directors to its board. Natallia Smith and Pedro Marin Ramirez were elected for a three-year term and will be formally appointed at the FAAA annual general meeting (AGM) on November ...

FEATURE | Custody | Worlds collide

KARREN VERGARA  |  WEDNESDAY, 28 OCT 2026
... and its custodian HSBC, if trade volumes increased by, say, 30%, there'd be some delays in receiving net asset value (NAV) reports. These days, things run much more smoothly. "We receive reports on time pretty much every day. Occasionally there might ...

Inheritors struggle to act on financial advice: Survey

VINNY VUCAGO  |  TUESDAY, 27 OCT 2026
Australia's wealthy inheritors are making major financial decisions before they feel ready, with new research highlighting a gap between receiving professional advice and having the confidence to act on it. Capital Group's research into the 'great wealth ...

Wealthy investors keep cash despite market optimism

VINNY VUCAGO  |  FRIDAY, 23 OCT 2026
Australia's high-net-worth investors remain optimistic about market returns but are retaining significant cash holdings as interest rates, inflation and policy uncertainty complicate investment decisions. Research from Praemium and CoreData's Rich Decisions ...

ART rolls out new investment technology platform

VINNY VUCAGO  |  THURSDAY, 22 OCT 2026
Australian Retirement Trust (ART) has launched a new portfolio management system as the $375 billion superannuation fund strengthens its investment capabilities targeting further growth. The platform, powered by BlackRock's Aladdin technology, brings ...

Advised cover faces claims data test

VINNY VUCAGO  |  THURSDAY, 22 OCT 2026
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability. However, acceptance rates and dispute figures ...

Executives prioritise protecting capital, managing macroeconomic volatility: MSCI

KARREN VERGARA  |  WEDNESDAY, 21 OCT 2026
Protecting access to capital and absorbing macroeconomic volatility are top of mind for the executives of publicly listed companies amid ongoing uncertainty and rapidly changing capital markets, a new survey shows. MSCI's Corporate Issuers Benchmark ...

Robeco pitches Enhanced Indexing strategy to instos

KARREN VERGARA  |  MONDAY, 19 OCT 2026
Robeco has launched a new systematic strategy for institutional investors, designed to manage the Australian index's overconcentration in banks and miners. Robeco's Enhanced Indexing strategy for equities is benchmarked against the S&P/ASX 300. The ...

Integro appoints first Queensland private wealth adviser

VINNY VUCAGO  |  FRIDAY, 16 OCT 2026
Integro Private Wealth has appointed its first Queensland-based private wealth adviser, extending its east coast presence as the firm pursues national growth. The appointment of Grant Enders follows the recruitment of Daniel Secatore as Integro's first ...

Hamilton Lane names new co-chief executive

ELIZA BAVIN  |  FRIDAY, 16 OCT 2026
Hamilton Lane has announced Hartley Rogers has been named as the firm's new co-chief executive alongside Juan Delgado-Moreira. Erik Hirsch, who has served as co-chief executive, has been named executive co-chair. In that role, Hirsch will help lead ...