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Showing 411 - 420 of 10061 results for "Strategy"

Half of super investments now offshore: NAB

ELIZA BAVIN  |  TUESDAY, 11 NOV 2025
... 2023 to 50.9% in 2025. In addition, artificial intelligence and digitisation are a key thematic influencing investment strategy. Most super funds prefer to remain 'on benchmark' in the US tech sector despite valuation concerns, NAB found. Super funds ...

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
Perennial Partners has acquired half of Balmoral Investors and chosen it to manage its Australian microcap strategy. Balmoral portfolio managers Wik Farwerck and Tim Canham will manage the combined funds of both asset managers, totaling more than $150 ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... retirement strategies, advisers are yoked by a provider error rate of between 12% and 42%, depending on the complexity of the strategy," the report said. "Such implementation errors cost practices an annual average of $22,400 (per 100 clients, per annum) ...

Cromwell expands its Australian industrial portfolio

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
... owned subsidiary of Straits Trading, for a total consideration of $47.6 million. This marks a step forward in Cromwell's strategy to grow its investment management business and deepen presence in traditional sectors. The portfolio is valued at $470 million ...

ASX names chief compliance officer

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
... Lucinda bringing her strong leadership capabilities and experience to ASX as we continue to execute on our transformation strategy that includes strengthened customer focus and business resilience. "Lucinda's appointment will build on the strong track ...

Wealthy families double down on private markets: JP Morgan

RIDDHIMA TALWANI  |  MONDAY, 10 NOV 2025
... Nearly 80% report using AI personally and 69% in their businesses, applying it on research, planning, legal analysis and strategy. "For some, it's a powerful tool for efficiency and insight; for others, its speed and scale raise questions about long-term ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
Milford Australia has launched two new actively managed funds, including a fixed income strategy in response to growing adviser demand for more liquid, transparent credit solutions. Both the Corporate Bond Plus Fund and the Australian Active 100 Fund ...

Uniting Financial Services appoints chief executive

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... board said it is enthusiastic about the appointment and Smith's contributions to key business approaches regarding Synod, strategy, and the financial relationship between Synod entities. UFS board chair Craig Lee said: "We are delighted to welcome Ross ...

HESTA, Vision Super divest Israeli securities

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... ethical options continue to overlook human rights abuses. HESTA confirmed the move, saying that as part of its investment strategy, "we closely monitor and assess geopolitical events, risks, and their potential impacts on our portfolio." "To protect ...

Bell Financial Group names inaugural investments chief

KARREN VERGARA  |  FRIDAY, 7 NOV 2025
... clients as we move towards more holistic portfolio advice." "The creation of this role is another important piece in our strategy to provide investment advice and services to a broad range of Australian investors. As a diversified wealth management business ...