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| | | ... aims to outperform the asset-weighted benchmark over a rolling three-year period. The six portfolios charge investment management fees of 0.275% per annum, which includes GST. From May 2023, Morningstar will introduce the Medalist Rating to replace current ... |
| | | | ... Approaching investment opportunities through a gender lens is key to realising outperformance, according to Melior Investment Management's Lucy Steed. Speaking at KPMG's International Women's Day event in Sydney yesterday, Steed said her view is backed ... |
| | | | ... New Zealand at T. Rowe Price, and close to five years as head of distribution for Australia at Schroders Investment Management. "Murray brings more than 30 years of experience in the investment management industry in Australia, where he's built an impressive ... |
| | | | ... are sustainable or ethical," he said. "For example, last year we issued three infringement notices against investment management firm Vanguard Investments for misleading statements about the extent to which their funds applied investment exclusions for ... |
| | | | ... Together, they will provide advice and investment solutions across public and private markets, integrating investment management, risk management and family office services into the one offering. "Demand for sophisticated and innovative wealth management ... |
| | | | ... would reach the $3 million threshold by the time they retire at age 65. Commenting on the proposal, Plato Investment Management explained not indexing the cap is an "enormous flaw." "It is perplexing the Treasurer has indicated this cap will not be indexed ... |
| | | | ... financial advisers to rethink their business models as they broaden their remit outside of traditional of investment management and administration. Insights from Desktop Broker in the newly released paper, Advice trends and opportunities: 2023 and beyond ... |
| | | | Clime Investment Management's statutory net profit after tax (NPAT) slid 47% on the back of integration costs and investors won't receive an interim dividend, as it plans for more M&A activity. Clime's NPAT has slid to $236,000 from $445,000 in its ... |
| | | | ... investments business as it also continues to review the future of its superannuation fund. Human Financial, an investment management and technology firm, will purchase ClearView's managed investment business. In turn, ClearView will receive $1.3 ... |
| | | | ... reflect interests and needs across our membership. "Scott has a vast degree of experience and expertise in investment management and with a wide range of investment objectives. Rest stands to benefit from Scott's knowledge, as well as the fresh set ... |
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