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Showing 61 - 70 of 690 results for "SCOPE"

Rising costs bite asset owners

KARREN VERGARA | MONDAY, 3 JUL 2023

... hoc' charges passed on by asset managers to their clients outside of the management fees," he said. "We still see real scope for investors to improve value for money, without compromising on strategic goals, in areas such as transaction cost anal ...

Super funds embrace offshore investment, internal teams

ANDREW MCKEAN | WEDNESDAY, 28 JUN 2023

... Aware Super plans to internally half of its rapidly expanding asset base, a move aimed at reducing fees and broadening its scope of potential investments. "We've been pushing really hard to get our internalised strategies up and running, whether ...

FSCP hands down second order, audits adviser

KARREN VERGARA | WEDNESDAY, 28 JUN 2023

The Financial Services and Credit Panel has ordered an audit of a financial adviser who carelessly recommended a client switch superannuation funds. Releasing its second determination since it launched, the FSCP said the unnamed adviser, only referred ...

Pengana appoints leaders for private credit division

CASSANDRA BALDINI | FRIDAY, 23 JUN 2023

... investment. "I'm delighted to be involved in this opportunity. We've seen private credit explode as an asset class, and I see huge scope for Pengana as a major player in this space," he said. Meanwhile, Finkelstein referred to Pengana Credit as one of ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA | TUESDAY, 13 JUN 2023

... finalise the details for how these recommendations can be effectively implemented," he said. Issues to consider include the scope of advice allowable for a fund; education standards required for an employee or representative; and holding representatives ...

Iress outlines product-led growth strategy

ANDREW MCKEAN | FRIDAY, 5 MAY 2023

... optimisation program has made great progress and will be brought to a close by Q1 2024. We will, however, be extending the original scope of the program to include initiatives to improve our client experience with targeted investments in our core trading ...

ASX expands partnership program criteria

KARREN VERGARA | WEDNESDAY, 3 MAY 2023

... issued. "In addition, we've had constructive engagement through our newly formed Technical Committee, and we will begin scope refinement sessions in May. We have also begun preliminary discussions on the industry testing approach, as well as potential ...

Morningstar downgrades PIMCO, Vanguard funds

JAMIE WILLIAMSON | THURSDAY, 27 APR 2023

... broader changes," Morningstar said. "This strategy's use of quantitative and fundamental research and wide sector bands offers scope to navigate a variety of interest-rate and credit regimes, but it has struggled to do much more than capitalise on positive ...

Former adviser jailed for nine years

KARREN VERGARA | MONDAY, 24 APR 2023

... provide financial advice regarding a limited number of investments and could not provide advice for investments outside this scope," the court heard. "Sentinel never approved investment in individual company shares, nor did it advise on individual share ...

CEFC, Crescent Capital Partners invest in decarbonisation

RACHEL ALEMBAKIS | WEDNESDAY, 12 APR 2023

... pathways for each acquired company, exceeding the requirements of the Paris Agreement, with the goal of achieving net zero Scope 1 and 2 emissions within 10 years of acquisition. Crescent will also focus on value chain emissions, mapping out the supply ...

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SG Hiscock appoints head of research

ELIZA BAVIN

SG Hiscock has appointed a new head of research and consultants, effective immediately.

Major climate group suspends operations

ROSE MARY PETRASS

An alliance of financiers with over US$57.5 trillion in assets has bowed to US political pressure and hit pause after the exit of the world's largest asset manager, BlackRock.

Magellan names interim chief financial officer

ELIZA BAVIN

Magellan has named an interim chief financial officer after Kirsten Morton resigned in November 2024.

Apollo scoops up Argo Infrastructure Partners

JAMIE WILLIAMSON

Apollo Global Management is acquiring Argo Infrastructure Partners, in a deal that will see close to $10 billion added to Apollo's platform.

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Expert Feed

Jenny Taing

Principal Solicitor

KHQ Lawyers

'Chameleon ETFs': Still groundbreaking and here to stay?

It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...

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Robert Talevski

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Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes ...

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Nathan Robertson

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Five principles for successful family office investing

At the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and ...

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Robert De Dominicis

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Mistaking financial literacy for retirement literacy

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Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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