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Showing 31 - 40 of 287 results for "Benchmarking"

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... clients. "This is why one of the first events we'll be launching through CFS 10X will give advisers access to peer benchmarking, insights and solutions from an industry-wide research study into practice management and productivity," he said. In partnership ...

Private equity, venture capital outperform listed assets: Research

CHLOE WALKER  |  FRIDAY, 24 NOV 2023
... Ordinaries Index in the last decade. According to the Australian Investment Council's latest Private capital benchmarking research report, $35.9 billion has been distributed to PE and VC investors from 1997 to June 2023. The report, conducted by ...

Super member loyalty on the rise: Data

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2023
... intending to take their retirement savings elsewhere. That's according to the latest CSBA FEAL Superannuation CX Benchmarking report, which surveyed more than 7200 members from 100 different super funds. It's also an improvement on the report's ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... some have thrived amidst major industry reforms and a tough macroeconomic environment. The 2023 Financial advice benchmarking report defines a high-performing firm as one that generates a profit margin of 56% (before owner salaries) compared to 44% in ...

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
... Inc. "Working with our international teams, Mark will be able to leverage our global reach in data, research and benchmarking to better serve our institutional clients," Bryant added. On his appointment, Hoven commented: "I look forward to helping the ...

Australian Retirement Trust hires Tim Unger

ELIZABETH FRY  |  FRIDAY, 8 SEP 2023
... at Sustaino Metric as its ESG research lead. Earlier, she was part of Evalueserve's offshore ESG research and benchmarking team with a major sustainability index provider. Just yesterday ART announced its chief executive, Bernard Reilly, will depart ...

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... seeing massive outflows within their unit trust business to the tune of $21 billion. According to Rainmaker's Benchmarking research note, an interesting trend has emerged among institutional investors pulling money out of active fund managers that ...

Super fund satisfaction still poor: Report

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2023
... satisfaction certainly hasn't. In fact, a new report shows it's fallen even further. The latest CSBA FEAL Superannuation CX Benchmarking report found 25% of members who had recently engaged with their super fund are at a high risk of taking their retirement ...

Super fund ESG options underweight BHP, overweight CSL

RACHEL ALEMBAKIS  |  THURSDAY, 8 JUN 2023
... Telstra and ResMed, according to Rainmaker Information. Rainmaker Information has released its most recent Rainmaker Benchmarking report, which features inaugural research into super funds portfolio holdings disclosure as of 30 June 2022. As part of ...

Former industry execs launch analytics firm

JAMIE WILLIAMSON  |  THURSDAY, 25 MAY 2023
... time, Jefferson & Shea Analytics brings together David Braga, Raewyn Williams and Peter Murphy, and offers a fee benchmarking service for super funds and other institutional investors. All three bring significant experience in the institutional space. ...