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Showing 881 - 890 of 5094 results for "House"

Boutique recruits portfolio manager

KARREN VERGARA  |  WEDNESDAY, 17 NOV 2021
... London, as well as a graduate in the global markets division. Wilson is currently a member of the finance committee at Bayley House, a not-for-profit that helps adults with intellectual disability. "The appointment of James is another important investment ...

Multi-boutique appoints head of private wealth

ANNABELLE DICKSON  |  TUESDAY, 16 NOV 2021
Warakirri Asset Management hired from UBS for the newly created role of head of private wealth. Ben Williams was head of wholesale client coverage at the Swiss bank for over four years. He was previously national manager, retail at Lazard Asset Management ...

Portfolio holdings disclosure a failure: Morningstar

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
... portfolio holdings disclosure regime. With the latest legislation now released after several postponements, the research house has expressed its disappointment with the outcome. The government released on November 11 a final version of the Corporation ...

Industry fund ups admin fees

JAMIE WILLIAMSON  |  THURSDAY, 11 NOV 2021
... lowest cost product of its kind with a total expense ratio of 0.80% on a $50,000 balance. This is based on the research house's most recent super fund fee study, conducted in March this year. As at September end, MIESF had $986 million in funds under ...

Pendal brings Global Select Fund to Australia

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
... Pendal said. All stocks in the fund are also equally weighted. "Equity markets are like real estate; you don't buy a good house in a deteriorating suburb. Essentially, we look for stocks we like in good or up and coming 'neighbourhoods' - economies ...

AMP continues to lose ESG investors

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... sustainable investments sector, which currently has over $38 billion in assets, a whopping 73% jump year on year. The research house analysed 144 Australasia-domiciled (Australia and New Zealand) sustainable investments in its report, Sustainable investing ...

Morningstar launches multi-asset indexes

ELIZABETH MCARTHUR  |  THURSDAY, 28 OCT 2021
... launch of the Morningstar Australia and New Zealand Target Allocation Index Family follows recent research from the rating house which found multi-asset funds lacked sufficiently tailored benchmarks. "Benchmarking a multi-asset portfolio is complex. ...

Taxpayer Bill of Rights recommended

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 OCT 2021
The House of Representatives Standing Committee on Tax and Revenue has recommended that the Australian Tax Office develop a Bill of Rights for taxpayers. The committee made 19 recommendations in response to the Commissioner of Taxation's Annual ...

Australian corporate bond overhaul

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market. The report makes 12 recommendations to support the development of a more active corporate bond market in ...

Future Fund hits $199 billion

ELIZABETH MCARTHUR  |  TUESDAY, 26 OCT 2021
Future Fund's latest portfolio update shows the sovereign wealth fund is just shy of hitting $200 billion. "After the exceptional 22% return in 2020-21, the Future Fund continued to grow in the September 2021 quarter. Delivering a 10-year return of ...