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Showing 711 - 720 of 3536 results for "Reporting"

Magellan, Platinum dropped in S&P/ASX rebalance

JAMIE WILLIAMSON  |  MONDAY, 6 JUN 2022
... Meanwhile, Platinum will drop out of the ASX 200. It comes as Magellan continues to battle significant headwinds, today reporting a further $3.4 billion drop in funds under management. At time of publishing, Magellan's share price has fallen more than ...

TCorp appoints head of investment stewardship

JAMIE WILLIAMSON  |  THURSDAY, 2 JUN 2022
... close to 20 years' experience in ESG to the team. TCorp has appointed Alexis Cheang as head of investment stewardship, reporting directly to chief investment officer Stewart Brentnall. Cheang joins from Mercer where she was partner and acting global ...

Pendal appoints head of institutional

JAMIE WILLIAMSON  |  TUESDAY, 31 MAY 2022
... Australia and New Zealand. A spokesperson for Pendal confirmed Lambos has been promoted to lead the institutional business, reporting to head of distribution Tim North Ash. Based in Melbourne, Lambos replaces Nicki Ashton who is now managing director ...

Evolving nature of investment operations boosts salaries

JAMIE WILLIAMSON  |  MONDAY, 30 MAY 2022
... three to five years of experience range," the recruiter said. "Candidates will either have unit pricing, tax, financial reporting experience or they will have middle office trade matching skills, rarely both." Kaizen said there has also been a growing ...

Tesla axed from the S&P 500 ESG index

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
... environment than any company ever.. In a more measured response, a Tesla company impact report said that current ESG reporting didn't measure the scope of positive impact on the world. Rather it focused on measuring the dollar value of risk/return. "Individual ...

Integrated Portfolio Solutions offers Private Markets solution

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... across a range of alternative assets classes to provide investment advisers and private client businesses with access to reporting on private equity, venture capital, hedge funds and infrastructure. "This Private Markets access is then integrated into ...

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... clients invested were $9685. According to the research, client relationships are also benefiting with 89% of practices reporting longer and more in-depth meetings, with 67% saying client engagement has improved. "The quantifiable benefits of using managed ...

Breach reporting regime a distraction: Report

JAMIE WILLIAMSON  |  TUESDAY, 3 MAY 2022
A survey of compliance professionals has found 67% believe ASIC's breach reporting rules distract from other issues and the greatest proportion of reports filed relate to financial advice failures. A report from CoreData, Lawcadia and Gadens looks ...

OC Funds Management snares senior investment analyst

ANDREW MCKEAN  |  TUESDAY, 3 MAY 2022
OC Funds Management has hired Aaron Yeoh as a senior investment analyst. Reporting to the head of investment Robert Frost, Yeoh will be responsible for research and analysis of Australian small and mid-cap companies. Yeoh will also add to the team's ...

NAB evades AUSTRAC fine for non-compliance

ANDREW MCKEAN  |  MONDAY, 2 MAY 2022
... self-disclosures from NAB. Later in June 2021, AUSTRAC notified NAB of a formal investigation into five of the bank's reporting entities. The entities in question were NAB, JBWere, Wealthhub Securities, Medfin Australia and AFSH Nominees. Upon acceptance ...