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Showing 521 - 530 of 5737 results for "Small"

Bennelong takes on fledgling boutique

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
... Magellan portfolio managers have set up a new boutique and joined forces with Bennelong Funds Management to launch a global small and mid-cap strategy. Canopy Investors was established in February 2023 by Kris Webster and Michael Poulsen, who worked ...

Smaller super funds eye AustralianSuper, ART dominance

KARREN VERGARA  |  FRIDAY, 21 JUN 2024
As AustralianSuper, Australian Retirement Trust (ART), and Aware Super continue to dominate the superannuation sector in terms of total assets, the smaller players are becoming serious contenders. New APRA statistics show that AustralianSuper had more ...

Trustee boards fail to challenge unlisted valuations: APRA

JAMIE WILLIAMSON  |  THURSDAY, 20 JUN 2024
... have a robust asset valuation governance framework, after a survey it conducted in late 2023 showed funds, particularly small to medium-sized offerings, have a way to go. APRA surveyed 45 RSEs, representing close to 100% of regulated entities' exposure ...

HESTA awards global private equity mandate

ANDREW MCKEAN  |  WEDNESDAY, 19 JUN 2024
HESTA has issued a $250 million global private equity co-investment mandate to Stafford Capital, dubbed QP4. Stafford's Australian private equity lead Daniel Bowden said that this strategy seeks to tap into smaller deal sizes, providing access to a ...

JPMAM, iCapital launch new private market fund for wholesale investors

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... Management (JPMAM) and iCapital have launched a new Australian domiciled fund designed to afford wholesale investors access to small to mid-market private equity opportunities. The fund, managed by iCapital, and will invest in an underlying solution ...

AFSLs undertake more reviews, lack risk documentation

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... managed in line with ASIC's expectations. Those that did have a register, reviewed it quarterly or annually, with a small number conducting monthly reviews," he said.

Most advisers satisfied with success: Research

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... prepare and provide advice leading to a significant time deficit". Practices in this bucket must decide if they want to stay small and lean, or opt for a lower EBIT for a period, invest in people and systems to jump over the $1 million hurdle. Practices ...

Advisers call for apology from Super Members Council

JAMIE WILLIAMSON  |  FRIDAY, 14 JUN 2024
... referred to "dodgy financial advisers" and labelled them "rip-off merchants" and "shonks." While the SMC was referring to a small subset of advisers employing such tactics, FAAA chair David Sharpe described the comments as "inflammatory" and "inaccurate." ...

APRA updates industry on operational resilience guidance

ELIZA BAVIN  |  FRIDAY, 14 JUN 2024
The Australian Prudential Regulation Authority (APRA) has released its finalised prudential practice guide to help superannuation trustees, banks and insurers strengthen their management of operational risk and improve business continuity planning. ...

AFCA seeks industry feedback on approaches

ELIZA BAVIN  |  FRIDAY, 14 JUN 2024
... its proposed annual Approach document schedule for financial year 2024-2025. AFCA Approach documents support consumers, small businesses and financial firms' understanding of its approach to certain issues and how it reaches decisions. The Approach documents ...