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Showing 31 - 40 of 3111 results for "Reporting"

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... multi-asset portfolios tailored to clients' needs, asset allocation, instrument selection, investment governance, reporting, investment content, and webinars for both advisers and clients, the business added. "We understand that building and managing ...

Pinnacle affiliates push FUM to $100bn

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... affiliates; some 81% of their strategies have outperformed the benchmark over a five-year period. The firm said in the latest reporting round, macroeconomic and geopolitical events continued to cause uncertainty in investment markets, with challenging ...

GCI welcomes investment director

CHLOE WALKER  |  THURSDAY, 1 FEB 2024
... specialises in delivering credit solutions to business owners, property investors, and property developers. In his new role, reporting to GCI managing director David Stone, Grajczyk will play a key role in spearheading risk analysis, overseeing deal ...

Gender pay gap reporting to be scrutinised

ROSE MARY PETRASS  |  WEDNESDAY, 31 JAN 2024
... first set of private sector employer gender pay gaps on 27 February 2024. This will cover 1 April 2022 - 31 March 2023 reporting. While many companies have been reporting this data for some years now, this is the first time the information will be made ...

Netwealth records $78bn FUA, flags departure

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
Netwealth is reporting a record increase in funds under administration (FUA), as it prepares to farewell its chief financial officer. In a quarterly update, Netwealth said a $6 billion increase in FUA in the December quarter has pushed its total FUA ...

Aware Super, ART hire member service heads

ELIZABETH FRY  |  MONDAY, 29 JAN 2024
... centre. As head of member support, Rix joins Aware Super's 650-strong operations and technology division, initially reporting to chief operating officer Jo Brennan. The recruit is tasked with leading a team of senior operational specialists to further ...

Advice group awards mandate to JANA

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2024
... Group, effective December 2023. It covers asset allocation, manager selection and portfolio construction, as well as reporting the group. Alteris has a team of 80, spread across offices in Sydney, Brisbane, Melbourne, Rockhampton, and Gladstone. It boasts ...

ISPT fills newly created head of mandates role, announces departures

ANDREW MCKEAN  |  WEDNESDAY, 24 JAN 2024
... position, he was instrumental in developing the platforms that form the backbone of ISPT's valuations and performance reporting for investors. Buchan also played a key role in establishing the IRAPT Fund in 2013 and has been a significant contributor ...

Family offices embrace outsourcing: Study

CHLOE WALKER  |  THURSDAY, 18 JAN 2024
... outsourcing by between 25% and 50%. This builds on two years of strong expansion, with 96% of family office professionals reporting increased outsourcing. According to the study, 92% of family office professionals reported increased budgets for outsourced ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
... same rate of 16% to end at $25.3 billion. "Inclusive of the core VMA software offering, Praemium provides comprehensive reporting solutions for approximately $240b in assets over more than 60,000 portfolios," Wamsteker said. "Our non-custodial solutions ...