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Showing 661 - 670 of 3748 results for "Select"

Two more Morningstar staff depart

ELIZABETH FRY  |  FRIDAY, 16 DEC 2022
Morningstar Investment Management has farewelled two longstanding investment professionals. Brad Bugg, the head of multi-asset portfolio management, and Peter Bull, head of equities, have left the firm. "As our global investment teams and capabilities ...

Equity Trustees wins ClearLife mandate

ANDREW MCKEAN  |  THURSDAY, 15 DEC 2022
Equity Trustees has been selected as the trustee for ClearLife Capital's new wholesale fund, the ClearLife Capital Opportunities fund. The ClearLife Opportunities fund invests primarily in a portfolio of securities listed on the Australian and New ...

Increased scrutiny on private credit

CHLOE WALKER  |  WEDNESDAY, 14 DEC 2022
The lending market maintains a cautionary tone amidst inflation and interest rate rises, according to Hamilton Lane head of global investment strategy and co-head of investments Drew Schardt. "Over the past couple of years, in the lead-up to the onset ...

PPS Mutual unveils new income protection product

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
... of claim as well as an optional additional super contribution option. "Combined with most of the enhanced features of IP Select, IP Prime 70 offers greater peace of mind for working professionals looking to protect as much of their income as possible," ...

Trustees must improve IDR processes: ASIC

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2022
Superannuation trustees have a lot of work to do when it comes to complaints handling, ASIC says. A new report from the regulator has found some superannuation trustees have sub-standard arrangements for managing complaints. The finding is based on ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
Morningstar Australia has announced a restructuring of its manager selection and portfolio management team, bidding farewell to its longstanding director of manager research. The financial services firm said its manager selection sector, which previously ...

Barrenjoey launches social purpose fund manager

JAMIE WILLIAMSON  |  WEDNESDAY, 7 DEC 2022
Barrenjoey has launched a new social purpose portfolio management company, Community Capital, with a cornerstone investment from Australian Retirement Trust. The Community Capital Credit Fund has been founded by Barrenjoey and Laurence Marshbaum, a ...

Super funds complete mergers

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
The merger of HESTA and Mercy Super has been finalised, as has that of UniSuper and Australian Catholic Superannuation and Retirement Fund. About 13,000 Mercy Super members and their assets have moved to HESTA, bringing its total funds under management ...

Vanguard cops fine for greenwashing

RACHEL ALEMBAKIS  |  FRIDAY, 2 DEC 2022
... comply with three infringement notices related to product disclosure statements (PDS) for the Vanguard International Shares Select Exclusions Index Funds. ASIC noted that the Vanguard International Shares Select Exclusions Index Funds excluded certain ...

North adds new managed portfolio capability

CASSANDRA BALDINI  |  FRIDAY, 2 DEC 2022
North has launched its new managed portfolio offering, Buy, Badge, Build, for advisers and their clients. Buy, Badge, Build will allow advice practices to choose from North's menu and customise their own branded managed portfolios. North explained ...