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Showing 451 - 460 of 2799 results for "Analysis"

Aviva appoints head of real assets

ELIZABETH FRY  |  WEDNESDAY, 14 DEC 2022
... investment trends and the firm's relative-value process. His appointment will also shape the market and sector-level analysis that drives investment activity across the real assets platform.

More alpha gains through ops

ELIZABETH FRY  |  TUESDAY, 13 DEC 2022
... process. But Leaper argues that goes back to how much money they save by not using an external manager - the cost-benefit analysis of whether or not to outsource is a big part of this decision. As Leaper sees it, it can be hard for funds to prove an ...

JPMorgan Asset Management launches sustainable ETFs

CHLOE WALKER  |  MONDAY, 12 DEC 2022
... outside of those identified by ThemeBot," Shimada said. "At the same time, the portfolio managers conducts bottom-up analysis around the degree to which an individual investment's products and/or services contribute to a targeted sustainability outcome ...

Latest adviser exams see 57% pass rate

CASSANDRA BALDINI  |  FRIDAY, 9 DEC 2022
... knowledge of advice construction, ethics and legal requirements to the practical scenarios tested in the exam. Further analysis revealed by ASIC highlighted over 15,850 who passed are recorded as current financial advisers on ASIC's Financial Adviser ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ...

Frontier appoints head of equities

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... years, with chief executive Andrew Polson describing him as a wonderful member of the team who delivered outstanding analysis and insight for clients. "Having reached the 10-year mark at Frontier and having already moved to three days working a week ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... Janus Henderson. CFS said the expanded menu has been formulated in response to ongoing adviser feedback, including an analysis of 15,000 adviser interactions, engagement with research ratings houses, and monitoring of global and domestic macroeconomic ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
Research from Aware Super suggests members who access financial advice end up $150,000 better off in retirement compared to those that don't. From a sample of over 100,000 members, some of which received comprehensive advice, Aware Super found those ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... "duty of prudence must be based on factors that the fiduciary reasonably determines are relevant to a risk and return analysis and that such factors may include the economic effects of climate change and other ESG considerations," according to the DOL. ...

Super fund overhauls investment direction

JAMIE WILLIAMSON  |  MONDAY, 21 NOV 2022
... experienced rapid growth, "attracting a growing member base that will increase funds under management over time." Rainmaker analysis shows, as at June 30, it has $54 million in funds under management, up 59% year on year. Three quarters of this is invested ...