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Showing 11 - 20 of 194 results for %22Mutual Trust%22

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... to February 2020, the Securities and Exchange Commission alleged Goldman Sachs had several failures in relation to two mutual funds and one separately managed account within the Fundamental Equity group. These were the Goldman Sachs ESG Emerging Markets ...

RBA lifts rates, lifts markets

ANDREW MCKEAN  |  WEDNESDAY, 5 OCT 2022
... and demand in the Australian economy, a prerequisite to bringing inflation back down, Lowe said. Following the rate rise, Mutual Limited chief investment officer Scott Rundell commented: "The RBA surprised pretty much everyone yesterday, delivering a ...

Equity Trustees non-executive director retires

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
... finance sector, O'Donnell is an experienced executive and non-executive director in the listed, not-for-profit and mutual sectors. Her track record includes stints as the former managing director of Australian Ethical and director of the Financial ...

Queen's honours highlight industry veterans, ESG experts

JAMIE WILLIAMSON  |  TUESDAY, 14 JUN 2022
... from 1978 to 2014 and is now national president. He is also a previous longstanding director of Rest. Elsewhere, Investors Mutual founder Anton Tagliaferro was recognised for his service to charitable organisations and to the investment sector. In addition ...

Superhero, Swyftx in $1.5bn merger

CASSANDRA BALDINI  |  WEDNESDAY, 8 JUN 2022
... single, major financial institution that can grow across domestic and international markets. "There is a deep level of mutual respect and alignment between our teams and the experience that the Superhero team has in the regulated business will be enormously ...

OC Funds Management snares senior investment analyst

ANDREW MCKEAN  |  TUESDAY, 3 MAY 2022
... focus on a range of small to mid-cap businesses. In his early career, Yeoh also worked as an analyst at both NAB and Mutual Trust. Frost said: "Aaron brings significant insights from both his funds' management and sell-side research experience that will ...

Australian Unity Trustees adds lawyer

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
... Trustees executive general manager, trustee Alex Madsen commented on the appointment. "As a wellbeing company and trusted mutual, Australian Unity Trustees is the ideal partner to deliver trust management, financial attorney and administration services ...

Australian Unity appoints head of responsible investment

CHLOE WALKER  |  WEDNESDAY, 19 JAN 2022
... maximise positive social and environmental impact through its products and services, holding true to its identity as a trusted mutual. "Rather than merely adopting current market practices in these areas, Australian Unity's strategy will be to create ...

Retail super fund to be wound up

JAMIE WILLIAMSON  |  TUESDAY, 11 JAN 2022
... environment," Rainmaker executive director of research Alex Dunnin said. "The closure of the fund continues the trend of many mutual banks not being able to convert their highly engaged banking customers into wealth management customers." CUBS Superannuation ...

APRA, ASIC provide annual update

CHLOE WALKER  |  THURSDAY, 16 DEC 2021
... together to optimise outcomes and minimise regulatory burden. The report notes the work of APRA and ASIC on several matters of mutual interest in relation to cross-industry and industry-specific issues in 2021, as well as delivering a number of significant ...