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Showing 8521 - 8530 of 22801 results for "Funds"

Equity Trustees appoints US executive, partners in Ireland

KANIKA SOOD  |  WEDNESDAY, 13 JUN 2018
... will be to connect US-based fund managers with Equity Trustees' expertise in offices in Australia and the UK to service funds launching into the European, UK, Australian and Asia Pacific markets. Harrison has served as Westpac Investment Management's ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... delivering tax efficiencies. It is anticipated that Fitzpatricks' existing MDA - currently with about $700 million in funds under management will transition to HUB24 by late 2018. In addition, the platform's new 'ConnectHUB' functionality ...

SMSF cash balances not ballooning: BGL

KANIKA SOOD  |  WEDNESDAY, 13 JUN 2018
... of SMSF assets in both 2017 and 2018. The SMSF administration software developer looked at cash balances of the 140,000 funds hosted on its platform - in an analysis Lesh said is "reasonably representative" of the SMSF sector. "And while I am not a great ...

Industry fund calls for tougher SMSF rules

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... superannuation. The report found SMSFs with smaller balances (less than $1 million) perform "significantly worse" than APRA-regulated funds. Using ATO data, it highlighted the poor performance of SMSFs with lower balances as unsustainable and posing ...

Best-in-show funds pose pressing issues for advisers

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... invested in the ninth best fund from three-and-a-half-years prior." Concerns about the impact such a list would have on the funds available to advisers and clients should also be taken to account. "By limiting the possible default funds to 10 for a four-year ...

Pension fund becomes green lender

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... global head of capital markets and factor investing, Poul Winslow said: "We are pleased to be a pioneer amongst pension funds in this regard. The capital raised will help support strong, long-term investments in eligible green assets that position the ...

China A-shares to shake up EM funds

KARREN VERGARA AND DARREN SNYDER  |  WEDNESDAY, 13 JUN 2018
The recent inclusion of 226 China A-shares to several MSCI indexes is opening a floodgate of foreign capital to the Chinese equity market and at the very least disrupting the $2.6 trillion which tracks the MSCI Emerging Markets Index. Phased in over ...

Industry responds to Dover shutdown

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
... data, Dover is the second largest non-institutionally aligned dealer group in Australia representing about $3 billion in funds under advice. The closure is expected to affect more than 250 small businesses. Labelling the demise of Dover as tragic, AFA ...

Tribeca to become wholly owned by management

ALEX BURKE  |  TUESDAY, 12 JUN 2018
... by its management executives for the first time in 10 years. This will occur once the buy-back process with Grant Samuel Funds Management is completed, and it will have no impact on the existing retail distribution arrangements for the Tribeca Alpha ...

Aussie fixed income managers with global teams outperform: Zenith

KANIKA SOOD  |  TUESDAY, 12 JUN 2018
... 0.15% higher risk volatility than Australia-only fund managers. "For financial advisers selecting Australian fixed income funds, we believe each approach has its advantages and there are merits to both. While globalised teams are potentially at a relative ...