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Showing 591 - 600 of 4477 results for "Trustee"

Alternative real estate is on the rise: AXA

CASSANDRA BALDINI  |  TUESDAY, 29 AUG 2023
The significance of alternative real estate in portfolios is growing, with aged care facilities, hospitals, build-to-rent properties, and renewable energy projects presenting a strong investment case. Speaking at the Australian Institute of Superannuation ...

Top global trends impacting portfolio construction

CASSANDRA BALDINI  |  TUESDAY, 29 AUG 2023
Decarbonisation, globalisation, and the diffusion of technology are worldwide trends that significantly influence the process of portfolio construction. In a panel discussion at the Australian Institute of Superannuation Trustees ASI Conference, Goldman ...

It's time to fill your boots with private debt

ANDREW MCKEAN  |  TUESDAY, 29 AUG 2023
A panel discussion at the AIST Superannuation Investment Conference (ASI) delved into the performance of private credit markets and highlighted nascent investment opportunities. QIC head of multi-sector private debt Phil Miall, IFM Investors executive ...

Citi terminates staff super fund

JAMIE WILLIAMSON  |  TUESDAY, 29 AUG 2023
... it's no longer feasible to continue operating. Employees were recently advised the company had given notice to the trustee that it has decided to terminate the Citibank Australia Staff Superannuation Fund, with the closure to take place on September ...

Unlisted asset valuation flaws complicate comparison

ANDREW MCKEAN  |  TUESDAY, 29 AUG 2023
Inherent flaws in unlisted asset valuations complicates the transparency of performance comparisons for superannuation fund members. Australian Retirement Trust chief investment officer Ian Patrick told the AIST Superannuation Investment Conference ...

State Super partners with analytics firm

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... place to manage our members' retirement savings in the safest, most efficient way possible," he said. State Super is the trustee of the State Authorities Superannuation Scheme, State Superannuation Scheme and Police Superannuation Scheme. It has more ...

Longevity risk is big super's biggest failure: Podcast

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
... that risk is borne by the member," she said. "It's a complex place and actually a mathematical optimisation for the trustee to work out how much to have in the account-based pension, and how much to have in new offerings and longevity insurance style ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... last year, it flagged it intended to exit the platform services space, having primarily acquired the business for its trustee services capabilities. This deal is EQT executing that plan, with communications to be sent to advisers and clients shortly. ...

Evolution Trustees responds to likely wholesale definition change

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
In anticipation of regulatory change, Evolution Trustees has established a division to help investment houses transition their wholesale funds to retail. The move is in response to Treasury's review of managed investment schemes and consultation on ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
Following the recent decision to overhaul its advice model, Insignia Financial will now consolidate its client engagement teams to create a Client Wellbeing division as it prepares for the post-Quality of Advice Review world. Within its FY23 results ...