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Showing 51 - 60 of 71 results for "Investment report"

Intech taps ex-BT head of quant and two QIC staff

MICHELLE BALTAZAR  |  MONDAY, 10 NOV 2008
Intech Investments has announced three senior appointments, including former BTIM head of quant Simon Elimelakh as the new head of strategy. The new recruits are Simon Elimelakh as head of strategy, Matthew Tuxford as portfolio manager (Equities and ...

Alternatives cause valuation headaches

MICHAEL HOBBS  |  THURSDAY, 10 APR 2008
Super fund legalsuper has taken extra steps when reviewing its alternative assets portfolio to address concerns that members could risk losing their savings from mispricing of illiquid assets. The super fund now do monthly valuations of their alternative ...

Super funds critical on alt investment regulation

MICHAEL HOBBS  |  THURSDAY, 3 APR 2008
Almost one third of super funds that invest in alternatives are unhappy with the level of regulatory scrutiny in the sector, according to a Deloitte survey. Deloitte conducted the two month survey ending in December last year in conjunction with interviews ...

ASFA releases standardised fund data forms

ALEX DUNNIN  |  WEDNESDAY, 4 JUL 2007
The Association of Super Funds of Australia (ASFA) has released standardised data forms for super funds to use if they need help providing performance data to research agencies. "The aim of standardising the investment reporting format is to allow super ...

Investment reporting methods must be equitable: JPM WSS

ALEX DUNNIN  |  WEDNESDAY, 14 MAR 2007
When thinking about how best to manage their investment reporting, super funds should be focusing upon how transparent, equitable, portable and robust the approach is, rather than just whether they should adopt unit pricing or stay with crediting rates. ...

ACT Govt to announce investment review

ALEX DUNNIN  |  MONDAY, 5 MAR 2007
... Chief Minister Jon Stanhope will announce a formal investment review today. The move comes in response to an investment report that showed the SPA was indirectly investing in a small number of companies that may be considered "unethical", for example ...

Member investment arbitraging hits GESB: reports

ALEX DUNNIN, MICHELLE BALTAZAR  |  THURSDAY, 16 NOV 2006
Poor fund design will cost superannuation funds millions of dollars unless they start to upgrade their outdated or inadequate investment reporting systems. The latest fund to be impacted is the $6.3 billion GESB public sector super fund in WA, according ...

Financial Synergy to underpin max Super

KATE HAGE  |  TUESDAY, 18 JUL 2006
New breed superannuation direct marketing fund max Super has signed a deal appointing Financial Synergy, provider of Acurity software, to provide software and administration services. Financial Synergy is an Australian owned software platform provider ...

HNW investors dumping hedge funds in favour of PE

ALEX DUNNIN  |  THURSDAY, 22 JUN 2006
High net worth (HNW) investors are diversifying their investments away from equities and property but underperforming hedge funds have pushed them into the private equity sector. Merrill Lynch have just released the 10th anniversary edition of their ...

AXA closes two global wholesale funds

AXA has made the decision to close two of its wholesale global equity funds, effective 20 February. After a recent review, AXA has decided to close the Wholesale Global Equity - Healthcare Fund and the Wholesale Global Equity - Technology Fund. No applications ...