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Showing 5031 - 5040 of 28259 results for "NOT"

HESTA pushes forward with internalisation

ELIZABETH MCARTHUR  |  THURSDAY, 17 MAR 2022
... investments in some venture capital in the US, that is a very specialised capability and very complicated - I suspect we will not internalise those capabilities in my horizon," Sawtell-Rickson said. Internalising management means the fund can keep costs ...

Active funds continue underperformance

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... Equity General, Australian Bonds, and Australian Equity A-REIT categories underperformed their respective benchmarks. S&P could not find a consistent trend to explain the performance of funds in 2021. Rather, it observed consistent underperformance for ...

Super mergers only beginning: J.P. Morgan

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 MAR 2022
... Transformation project will increase costs. And 83% of respondents say the Portfolio Holdings Disclosure rule changes will not be an accurate or useful measure for decision-making. When asked about the impact of the change to member's best financial ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... of Financial Advisers came second place with 13% or about 2495. "While there are eight major adviser industry associations, not only are their influence networks concentrated, there are many advisers who report no membership of these major associations," ...

Half of retail investors will go the distance

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... cent of respondents noting they'd only started investing in the last six months. We're expecting this trend to continue as not only Superhero grows but also as interest in investing continues to gain momentum."

Managed accounts FUM at $131bn

CHLOE WALKER  |  TUESDAY, 15 MAR 2022
... from approximately 30% p.a. as recently as June 2021. The increased use of managed accounts, MDA and SMA, is a good thing not just for the value added in dollar terms, but because it is achieved through personal advice provided to clients," Potter said. ...

Citi appoints new debt head

ELIZABETH MCARTHUR  |  MONDAY, 14 MAR 2022
Citi has appointed Ollie Williams as head of debt capital markets for Australia and New Zealand. Williams will report locally to Tony Osmond, head of investment banking for Australia and New Zealand, and regionally to Adrian Khoo and Ben Ng who are ...

Magellan loses $5bn in fortnight

KARREN VERGARA  |  MONDAY, 14 MAR 2022
Magellan Financial Group reported another massive outflow in which $5 billion left the ASX-listed fund manager in two weeks. This brings total funds under management to $69.1 billion as at March 11. Some $4.7 billion of the most recent outflows came ...

Tiger Trade debuts down under

CHLOE WALKER  |  MONDAY, 14 MAR 2022
... about two million customers accounts by September 2021. "Tiger Trade's success can be attributed to how investors nowadays are not only looking for a mobile-first app that can give them access to global trading anywhere anytime, but also a platform with ...

Stake adds crypto to platform

ELIZABETH MCARTHUR  |  MONDAY, 14 MAR 2022
... asset classes, in one place," Leibowitz added. "They want to buy into industries and ideas changing the world near and far and not be limited by borders." Stake crypto product manager Jeroen Van Amerongen said that Stake customers are adopting new forms ...