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Showing 21 - 30 of 654 results for "Reference"

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... 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 ...

HESTA, Vision Super divest Israeli securities

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
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 ...

ASIC slams licensees' lax offshoring governance

KARREN VERGARA  |  FRIDAY, 10 OCT 2025
... 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' ...

Managed portfolios now the default: AMP

ANGELIQUE MINAS  |  THURSDAY, 2 OCT 2025
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 ...

ASIC report a 'solid point of reference' for private credit guardrails

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... 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."

Zenith reaffirms Metrics ratings amid doubts

MATTHEW WAI  |  WEDNESDAY, 17 SEP 2025
... 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 ...

Geopolitical risks to drive infra investments: Report

ANGELIQUE MINAS  |  THURSDAY, 11 SEP 2025
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 ...

NZ Super delivers 11.84%

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... 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," ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... 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 ...

Treasury launches consultation on CSLR breaching sub-sector levy caps

KARREN VERGARA  |  FRIDAY, 1 AUG 2025
... 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 ...