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Showing 31 - 40 of 7501 results for "Managed"

Perennial renews contract with SS&C

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... said as Perennial has grown, it wants to streamline unit registry and call centre services across its products in listed managed funds, unit trusts, and private assets. "SS&C's expansive expertise in the Australian market has enabled us to consolidate ...

Court rejects Provide Capital's 'illogical' application

KARREN VERGARA  |  WEDNESDAY, 3 APR 2024
... representations or misleading or deceptive conduct. Provide Capital said that its business enables individuals, companies, self-managed superannuation funds, and trusts the opportunity to lend to it and earn fixed interest returns. It then uses borrowings ...

BlackRock faces 'stiff competition' from APAC asset managers

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... global giants retained their pole positions, their dominance is progressively eroding. Specifically, BlackRock hasn't managed to "consolidate its overall position in the APAC region," achieving a top-five ranking in just four out of seven markets, and ...

CSLR kicks off, 2k await compensation

KARREN VERGARA  |  TUESDAY, 2 APR 2024
... organisations. The maximum compensation amount is $150,000. One major criticism of the CSLR is that it does not consider managed investment schemes (MIS). It also overlooks litigation funding schemes, time-sharing schemes, issues relating to tax treatment ...

AFCA flags legal uncertainty on SMSF wholesale test

KARREN VERGARA  |  THURSDAY, 28 MAR 2024
... Financial advisers must be mindful of the "legal uncertainty" that exists when applying the appropriate wholesale test on self-managed super funds (SMSF), according to the Australian Financial Complaints Authority (AFCA). AFCA senior ombudsman Alex Sidoti ...

Bitcoin investing is on the rise, but more regulation is needed

ELIZA BAVIN  |  WEDNESDAY, 27 MAR 2024
... Caleb & Brown found Australia's crypto adoption was widespread, with individuals, and increasingly, sole traders, self-managed super funds (SMSF) and companies investing. Caleb & Brown said 80% of its customers belong to Gen-X or Baby Boomers, while ...

T. Rowe Price launches bond fund

KARREN VERGARA  |  TUESDAY, 26 MAR 2024
... in US treasuries, and bonds issued by the Swedish and German governments of 22.1% and 10.4% respectively. The fund is managed by London-based portfolio manager Arif Husain, T. Rowe Price's chief investment officer and head of global fixed income. It ...

UniSuper appoints new head of fixed interest

ANDREW MCKEAN  |  TUESDAY, 26 MAR 2024
... first global ESG bond fund. Before Omega, he was the head of fixed interest at Vanguard Investments Australia, where he managed over $20 billion in assets and launched several new funds and strategies. Additionally, he served as acting chief investment ...

Funds SA recruits from LGT

JAMIE WILLIAMSON  |  MONDAY, 25 MAR 2024
... London where he spent seven years with LGT Wealth Management's IT team, most recently as head of technology. Prior, Boyley managed the IT services function for NEST, the UK's National Employment Savings Trust for six years. Now, he is returning to Adelaide ...

Wholesale investor tests up for parliamentary review

KARREN VERGARA  |  MONDAY, 25 MAR 2024
... regulatory framework in the October 2022-23 Budget. This was followed by opening consultations to shake up the $2.7 trillion managed investment scheme (MIS) sector, which included re-assessing the thresholds last August. Several stakeholders also expressed ...