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Showing 711 - 720 of 8458 results for "Managed"

Trustee valuation processes 'concerning': APRA review

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2024
... on the investment manager's valuation policies and processes, especially for platform RSEs, when it came to externally managed assets. When it comes to liquidity risk management, APRA found eight trustees, comprising primarily medium-sized entities and ...

JBWere partners to launch fixed income funds

MATTHEW WAI  |  TUESDAY, 17 DEC 2024
... offering "high-quality investment", personalised for its clients. "Australian investors allocated a record $6.26 billion to managed fixed income funds in the first half of the year," Saadie said. "Now, with the US Federal Reserve easing and inflation ...

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
... experience. "The client is at the forefront of everything that we do. Be it, acting as professional trustee for funds and managed account solutions or partnering with best-in-class investment managers globally via our Investment Solutions business," ...

Betashares terminates nine funds

ANDREW MCKEAN  |  MONDAY, 16 DEC 2024
... (IPAY), Future of Food ETF (IEAT), Solar ETF (TANN), Metaverse ETF (MTAV), Betashares Martin Currie Equity Income Fund (managed fund) (EINC), and Betashares Martin Currie Real Income Fund (managed fund) (RINC). Investors in the funds, which will close ...

TAL creates consumer and growth unit

MATTHEW WAI  |  THURSDAY, 12 DEC 2024
... direct and retail customers," he said. She has had over two decades looking after customers. In her previous role, she managed customer acquisition and retention across multiple TAL brands and distribution channels and oversaw the evolution of customer ...

UniSuper names product head

ELIZABETH FRY  |  TUESDAY, 10 DEC 2024
... opportunities where I can continue contributing to helping others have a great retirement." During his time at UniSuper, Lorimer managed a full fled of products, including Australia's largest open defined benefit fund and traditional accumulation ...

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA  |  FRIDAY, 6 DEC 2024
... for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found. The Parliamentary Joint Committee on ...

Equity Trustees completes AET integration

ELIZA BAVIN  |  THURSDAY, 5 DEC 2024
... "This is an incredible achievement by our people, and I wish to acknowledge the skill and dedication with which they have managed the integration. "When we announced the acquisition in August 2022, we said it was a strategically and financially compelling ...

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... regulated entities - like insurance and superannuation - and will not be able to advise on more complex topics, like self-managed super funds or managed investment schemes. A blacklist will be prescribed in the regulations, Treasury said. It is hoped ...

Half of advice, super complaints result in no remedy

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... products for investments and advice complaints were shares (52%), investor directed portfolio services (11%), and other managed investments (7%). The category "other managed investments" includes managed investments that do not fit a specific investment ...