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Showing 781 - 790 of 4052 results for "Overall"

Portfolio holdings disclosure a failure: Morningstar

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
... practice for portfolio holdings disclosures," Morningstar Australasia head of manager selection Grant Kennaway said. "Overall, the regulations offer little value to Australian investors and do not exceed the lowest bar Morningstar sees in any disclosure ...

Sunsuper moves $20bn mandate

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... stewardship team. We believe that SSGA will offer world leading capability, flexibility and alignment that should enhance overall investment outcomes for our members in the future."

Pendal brings Global Select Fund to Australia

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... most global portfolios gives clients the opportunity to 'zig' when other strategies 'zag', to provide more consistent overall performance." The minimum investment is $25,000 and suggested timeframe is a minimum of five years. The fund does not invest ...

Plan For Life names insurance award winners

ANNABELLE DICKSON  |  FRIDAY, 5 NOV 2021
... research and analytics firm announced the winners of its 2021 Excellence Awards for insurers. NobleOak Life took out the Overall Direct Life Insurance Excellence Award for 2021, going up against TAL Life, HCF Life and MLC Life. NobleOak Life also won ...

Adviser exits continue, industry recruits 50

KARREN VERGARA  |  TUESDAY, 2 NOV 2021
... advisers. During the September quarter, 595 advisers applied to be registered with a licensee while 778 ceased registrations. Overall, AMP Financial Planning (653) has the highest number of advisers, followed by the SMSF Advisers Network (647), Morgans ...

Super fund documents unreadable: Study

JAMIE WILLIAMSON  |  FRIDAY, 29 OCT 2021
... readability scores were grade level, average sentence length and use of active voice and Ethos CRS set benchmarks for each. Overall, CareSuper had the highest readability score at 49.4 out of 100. AustralianSuper and HESTA placed equal-second on 49.2. ...

Sunsuper, QSuper merger legislation passes

JAMIE WILLIAMSON  |  THURSDAY, 28 OCT 2021
... World Index (MSCI ACWI) benchmark to reflect material differences in geographies, which the fund says better reflects its overall investment strategy. For instance, the Weighted Average Carbon Intensity (WACI) blended benchmark is 137. Post-adjustment ...

Unlisted asset valuation processes largely inadequate: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 27 OCT 2021
... dedicated valuation committees in place prior to the market volatility seen early last year. These funds demonstrated stronger overall governance and oversight capabilities, the regulator said. However, instances of valuation committees headed by a fund's ...

No proof of member benefit: APRA on super fund spends

JAMIE WILLIAMSON  |  TUESDAY, 26 OCT 2021
... undertaken on the basis of qualitative judgement that the spend was in the best interests of beneficiaries," APRA said. "Overall, there has been a distinct lack of quantitative analysis, both ex-ante and ex-post, guiding these important decisions." APRA ...

Superhero raise takes it across the ditch

KARREN VERGARA  |  TUESDAY, 26 OCT 2021
... million it has raised this year to expand into New Zealand by mid-2022. The start-up recently raised $15 million to take the overall amount it has raised since 2018 to $48 million. The latest round was led by Perennial Value Management, and included ...