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Showing 51 - 60 of 130 results for "Investment Governance"

Poor investment governance costly for asset owners, members: KPMG, Frontier

ANDREW MCKEAN  |  WEDNESDAY, 1 MAY 2024
Most asset owners estimate that poor investment governance could increase portfolio costs by 1% or more annually, according to a joint report by KPMG and Frontier Advisors. The report, which surveyed 22 asset owners in the local investment industry ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... for Asia Pacific at Morningstar, a role she's held since July 2021. UniSuper said Bradley will lead its investment governance and compliance processes while supporting internal and external financial advisers on investment issues. "We're delighted to ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... with APRA to drive better practices in the superannuation industry, noting the latter's stated focus on investment governance. It also said the quality of advice provided by advisers could improve and that it is considering a range of regulatory responses ...

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
... suite of multi-asset portfolios tailored to clients' needs, asset allocation, instrument selection, investment governance, reporting, investment content, and webinars for both advisers and clients, the business added. "We understand that building ...

Unlisted asset valuation practices under review

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2024
... As part of this, APRA pinpointed asset valuation and liquidity management practices in saying it expects investment governance processes to be sound. The regulator said it will conduct its own review of such practices, looking at the material unlisted ...

Frontier restructures, promotes

ELIZABETH FRY  |  FRIDAY, 24 NOV 2023
... the asset consultant has modified the team composition in its research practice. The two service areas of investment governance and responsible investment will now join the sector research program under the direction of Paul Newfield. The other dedicated ...

Most trustees pass Canva valuation test: APRA

KARREN VERGARA  |  MONDAY, 4 SEP 2023
... initiative to impose more stringent rules on how funds value unlisted assets under Prudential Standard SPS 530 Investment Governance launched in late 2021, which was sparked by COVID-19 testing their ability or lack thereof to accurately value unlisted ...

The evolution of governance structures

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
As superannuation funds develop and expand, investment governance structures must also transform, the super industry has heard. In a panel discussion at the Australian Institute of Superannuation Trustees ASI Conference, Australian Retirement Trust ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... part of his job will be overseeing strategy and business management activities such as business services, investment governance and direct asset management. Howell has returned to the fold as while he most recently served as the chief operating officer ...

APRA toughens stress testing frequency, valuation stance

KARREN VERGARA, RACHEL ALEMBAKIS  |  FRIDAY, 21 JUL 2023
... testing amid the fracas over valuations in the property sector. In updating Prudential Practice Guide SPG 530 Investment Governance (SPG 530), APRA expects trustees to consider the benefits arising from more frequent stress testing beyond the annual ...