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Showing 31 - 40 of 1419 results for "Goals"

AI can improve super fund value chain: CFA Institute

KARREN VERGARA  |  WEDNESDAY, 18 DEC 2024
... the potential to execute investment strategies, monitor performance, and update portfolios to best align with investment goals. It can also identity ways to minimise cost and improve performance. A 2023 CFA study found that more than half of about 700 ...

Oaktree completes $240m AZ NGA deal

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... NGA chief executive Paul Barrett said he is "extremely privileged" to work with investors like Oaktree. "We have ambitious goals to triple in size over the next three to five years, through a combination of M&A and organic growth, and our strategic partnership ...

Renewable infrastructure opportunities for HNWIs

ELIZA BAVIN  |  FRIDAY, 13 DEC 2024
... class that needs a lot of capital and is pretty directly aligned with the energy transition and getting to our net zero goals," he said. "I think a lot of people are looking to have exposure to alternatives. There's a neat crossover there into those ...

Investment habits of the generations revealed

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
... said. "There is a risk that a 'get rich quick' mindset could push younger investors off track from achieving their financial goals, particularly with cryptocurrencies and finfluencers around every corner. A strong focus on financial education, highlighting ...

AustralianSuper replaces retirement lead

ELIZABETH FRY  |  FRIDAY, 6 DEC 2024
... retirement business so it's a great privilege to be leading the fund's growing progress to meet members' needs and goals in this vital area." Over the next 10 years, an estimated 2.5 million Australians will move from saving for retirement ...

GESB renews administration mandate

JAMIE WILLIAMSON  |  THURSDAY, 5 DEC 2024
... retirement, our important partnership with GESB has been the result of our deep understanding of GESB's unique needs and goals," MUFG Retirement Solutions chief executive Dee McGrath said. "With over 200 specialists based in Perth, we're proud to customise ...

Nuveen raises over $400m for real estate debt strategy

MATTHEW WAI  |  THURSDAY, 5 DEC 2024
... broadly is well-positioned to help clients across Asia navigate volatility alongside managing their responsible investment goals."

Praemium partners to bring structured products to HNWIs

MATTHEW WAI  |  TUESDAY, 3 DEC 2024
... understanding and application of structured products through access to education programs, tailor investment solutions for specific goals, and simplify management, reporting and analytics for structured products through Praemium's platform, it said. ...

Family office investment lead joins TCorp

ELIZABETH FRY  |  MONDAY, 2 DEC 2024
... both public and private markets. She also worked directly with clients to develop investment objectives and translate those goals into strategic asset allocation advice. Young joined Morningstar in 2007 as a senior data analyst based in the US. She eventually ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... profession," FAAA chief executive Sarah Abood said. "Bianca has played a key role in helping her clients achieve their financial goals for more than a decade, and she is to be congratulated as this year's FAAA Certified Financial Planner Professional ...