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Showing 41 - 50 of 106 results for "Fiduciary Duty"

Landmark ESG recommendations for Australia

DARREN SNYDER | TUESDAY, 20 DEC 2016

... Investment is publishing several ESG recommendations specifically targeted at Australian fiduciaries. The document, Fiduciary Duty in the 21st Century - Australia Roadmap, makes four recommendations covering policy and practice "that will allow a fiduciary ...

Impact investing driving advice growth

KERRIE SYDEE | MONDAY, 14 NOV 2016

... in line with similar types of investment and I think that's very important. It's not philanthropy, we do have a fiduciary duty to act in the best interests of our members and these investments are the same," Blakey says. "It's not just about feeling ...

Cbus signs new Paris ESG commitment

ALEX BURKE | TUESDAY, 5 JUL 2016

... value drivers, which include environmental, social and governance issues, in investment practice is a failure of fiduciary duty." The statement aims to promote "globally consistent mechanisms" to determine ESG concerns for investors. Cbus chief executive ...

SEC to run ad campaign promoting online consumer adviser checks

ALEX DUNNIN | FRIDAY, 4 MAR 2016

... stepping up its involvement in the US Department of Labor's reform proposals to introduce a universal definition of fiduciary duty that will bind all retirement intermediaries to a Best Interests obligation. The reform proposals have been vigorously ...

Responsible investment is not just divestment

ALEX BURKE | THURSDAY, 19 NOV 2015

... that "responsible" in this case doesn't just refer to environmental, social and governance concerns, but also the fiduciary duty long-term fund managers have to their investors. "The PRI is about demonstrating how you can add value through responsible ...

California pension giants must divest from coal

MARK SMITH | MONDAY, 12 OCT 2015

... opportunities for a long-term investor like CalPERS," the pension fund's chief executive Anne Stausboll said. "We have a fiduciary duty to protect the pension fund and mitigate the effects of climate change on our investments. CalPERS has a long history ...

Failure to monitor ESG may breach fiduciary duty

LAURA MILLAN | FRIDAY, 4 SEP 2015

... effects that climate change has on their portfolios. The Supreme Court held on 18 May 2015 that trustees have a fiduciary duty, emanating from trust law, to timely and continually monitor fund investments and to remove imprudent ones. Commenting on the ...

Rethinking robo regulation

MARK SMITH | THURSDAY, 6 AUG 2015

... adviser. "Trust is the most important plank in the system as laid out in the regulation. How can a machine respond to fiduciary duty? How can it take personal circumstances into consideration?" he asks. "The word used in the Future of Financial Advice ...

Super funds advised to be smart with technology

DARREN SNYDER | THURSDAY, 4 JUN 2015

... technology problem from their default members' point of view," Van Wyk said. "As a superannuation fund our first key fiduciary duty is to invest on behalf of members that do not make an investment decision. In a default fund the trustee sets the strategy ...

MySuper put spotlight on member outcomes: CIFR

MARK SMITH | MONDAY, 12 JAN 2015

... probably poorly informed; and that it is their job to look after them. In other words, MySuper heightened the sense of fiduciary duty and paternalism towards this segment," the report said. According to the report, allowing providers to choose product ...

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Global X awards mandate for ETF business

ELIZA BAVIN | 12:33PM

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA | 11:56AM

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI | 11:09AM

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA | 12:20PM

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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