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Showing 431 - 440 of 1539 results for "Goals"

BlackRock appoints head of iShares, index investment

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... our efforts in Australasia to democratise investing to help a broader base of investors achieve their long-term financial goals," he said.

Top super funds for ESG revealed

RACHEL ALEMBAKIS  |  FRIDAY, 1 JUL 2022
... describe their net-zero commitments, investment processes and how they may be trying to incorporate the Sustainable Development Goals rather than just declare their negative investment screens," Dunnin added. "More funds are also lodging Modern Slavery ...

Retirement Income Covenant a win for advisers - but for how long?

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... for catering to retiree members. Under the legislation, these strategies must help members achieve and balance three key goals: maximising expected retirement income, managing risks related to sustainability and stability, and provide flexible access ...

Practifi partners with Voyant

CHLOE WALKER  |  WEDNESDAY, 29 JUN 2022
... individual assets and economic factors (such as inflation) into account to help clients determine whether their financial goals are attainable. Financial modelling data can now flow from Practifi into Voyant's platform to eliminate rekeying. Commenting ...

Dimensional launches PIEs in NZ

STAFF WRITER  |  MONDAY, 20 JUN 2022
... launched two Portfolio Investments Entities (PIEs) for the New Zealand market, targeting investors with specific sustainability goals. The funds went live on June 22. Both named Dimensional Global Sustainability PIE Fund, one is unhedged while the other ...

Mason Stevens hires interim head of fixed income

ELIZABETH FRY  |  FRIDAY, 17 JUN 2022
... equities, portfolio analytics and fixed income. "Joining Mason Stevens has reminded me that helping investors achieve their goals is a privilege, not just a job. A career in markets spanning five decades is only sustainable when the challenges remain ...

You can't have it all: Retirement income strategies

JAMIE WILLIAMSON  |  THURSDAY, 16 JUN 2022
... is effective July 1, retirement income products provided by super funds must help members achieve and balance three key goals: maximising expected retirement income, managing risks related to sustainability and stability, and provide flexible access ...

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... principle of investing to capture market gains over the long term are the ones who are more likely to achieve their financial goals." The report illustrated that SMSFs cited rising interest rates, inflation and market volatility as the foremost factors ...

VFMC names new executives

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
... unique perspective to VFMC's executive leadership team and support the organisation to deliver against its long-term goals. "Paul appreciates the value of delivering strong financial returns alongside measurable environmental, social and governance ...

ASX-listed manager acquires retail boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 15 JUN 2022
... fund, Teaminvest Diversified Growth Fund and the Coliving Future Property Fund. "We see significant synergy between the goals of Burman Invest and those of TIP Financial, with both utilising proven methodologies to deliver long-term wealth with manageable ...