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| | | ... eight years ago, and Worthington arrived in 2022 from NZ Super, where he spent seven years modelling the fund's reference portfolio. Other appointments include Kevin Fernando to senior consultant and Sadru Karim to senior manager. Fernando has a ... |
| | | | As HESTA and Vision Super move to divest members' money from Israeli bonds and shares, other superannuation funds' ethical options continue to overlook human rights abuses. HESTA confirmed the move, saying that as part of its investment strategy ... |
| | | | ... not have offshore outsource policies at all; and seven licensees' information technology policies did not specifically reference or set additional requirements for offshore staff. None of the licensees undertook regular audits of their representatives' ... |
| | | | The North Managed Portfolios Insight Report by AMP indicates the mainstream popularisation of managed portfolios in the past year. The report references recent IMAP and Milliman data showing total managed portfolio assets under management (AUM) has ... |
| | | | ... between investor protection, market confidence and fostering growth. "This report gives industry bodies a solid point of reference to coalesce around to explore appropriate guardrails." |
| | | | ... on separate rating outcomes, during an investor update this morning chief executive Andrew Lockhart said Lonsec's reference to its governance issue was "significantly" complex, reinforcing that the firm has since implemented a "strong board" including ... |
| | | | The report indicates infrastructure investments have emerged as a key tool for investors to mitigate risk, with allocations expected to rise 20%. The PM700 tracks responses from over 700 senior investment professionals at an international scale and ... |
| | | | ... investment strategies have been. "We derive that by comparing our actual returns with the benchmark returns generated by our reference portfolio, which is a notional, passively managed portfolio of bonds and shares that we believe would meet our mandate," ... |
| | | | ... management firms' collapse, the implications for the CSLR, and challenges to its ongoing sustainability. The terms of reference for the inquiry specifically mentioned the collapse of Dixon Advisory and Superannuation Services as a case study, including ... |
| | | | ... financial adviser sub-sector cap. They will also inform Treasury's consideration of matters within the terms of reference of the post-implementation review," he said. The consultation runs until August 29. Financial Services Council (FSC) chief executive ... |
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