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Corporate fund selects Mercer Super for SFT

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... options to merge the fund, saying it was appropriate to do so while the fund remained in a "strong and robust" position. It has now been confirmed that the fund, which was established in 1948, will undertake a successor fund transfer (SFT) and become ...

Industry veteran joins Aus Ethical

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... the AEI and AES Boards, and we've been pleased to welcome significant talent in Richard Brandweiner, Fiona Reynolds, and now Brian to the team over the past financial year." Bissaker replaces Mara Bún, who stood down from the Australian Ethical ...

Institutional capital returns to retail real estate after hiatus

ANDREW MCKEAN  |  THURSDAY, 17 APR 2025
... retailers' capacity for rental growth has improved, signalling a "solid foundation for investment." The report added with risks now priced in, there's a clearer path for income-led returns, making retail a more attractive asset class for investors. Globally ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... and Glen Kanevsky, also from Deloitte, as joint and several liquidators. On April 2, they both joined Alvarez & Marsal. The now-defunct Keystone was the responsible entity for the Shield Master Fund. The fund was available on Macquarie Wrap, and Equity ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... said it would continue to explore opportunities to expand its referral network to support scalable advice delivery. The fund now supports more than 1500 IFAs. The fund's initiative follows findings from the Brighter Super and Investment Trends 2024 ...

Japan's first digital investment platform for private assets goes live

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... investors access to institutional-quality private asset funds has rapidly expanded across North America, Europe, and Asia. It's now seeking to replicate this model in Japan, where such access has previously been unavailable to domestic investors. The ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
... potentially to assist them in taking a holistic view of their finances. The HSBC survey also found that Australian investors now think they need more money to start investing compared to last year. Younger Australians believe they need more than $20,000 ...

AMP shareholders approve executive pay

KARREN VERGARA  |  MONDAY, 14 APR 2025
... scorecard to ensure it is aligned to AMP's growth strategy, and to appropriately reflect the stage that the company is at now. "Therefore, we have changed one of the scorecard metrics by replacing statutory net profit after tax with cost to income. ...

Future Group positions super offerings for growth

JAMIE WILLIAMSON  |  FRIDAY, 11 APR 2025
... offers, seeing an immediate administration fee reduction and access to an enhanced range of investment options. They will also now have access to intra-fund financial advice. "Bringing together our back-office investment structures will allow us to pass ...

IFM Investors fills executive post after global hunt

ANDREW MCKEAN  |  FRIDAY, 11 APR 2025
... year, after the firm lost her predecessor Lounarda David, a former chief investment operations officer at Sunsuper, who is now working as an independent consultant. Before stepping into the acting role, Diab served as global head of investment operations ...