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Showing 881 - 890 of 18240 results for "Plan"

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
The SMA Reporting Standard (SMARS) has launched to address the complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA ...

CSC-backed fund manager to launch in Netherlands

ELIZA BAVIN  |  FRIDAY, 28 FEB 2025
Former Robeco chief investment officer Victor Verberk has partnered with sustainable fixed income credit manager Osmosis to launch Osmosis Investment Management NL in the Netherlands. The Commonwealth Superannuation Corporation and the Oxford Endowment ...

PM Capital confirms proposal to acquire Platinum funds

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... 20.1% premium to PAI's latest closing price - well above the 1.8% premium under the PAXX proposal. The PAXX proposal is a plan by Platinum Investment Management to merge PAI with the Platinum Asia Fund (Quoted Managed Hedge Fund) (ASX: PAXX).

Annuities' capital settings due for change: APRA

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... goal to support life insurers to increase the availability of retirement products for retirees, as outlined in its Corporate Plan 2024-25," APRA said. Central to the potential changes is calculating the illiquidity premium in LPS 112 Capital Adequacy ...

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
Doug Tynan's GCQ Funds Management joins a growing number of active managers to enter the exchange-traded fund sector. The Sydney-based firm's flagship fund will trade on the ASX as an active ETF providing investors with access to GCQ's concentrated ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
The Federal Court has made orders against two individuals in connection to ASIC's investigation into the Shield Master Fund collapse. The $480 million Shield Master Fund collapse will likely see its 5800-plus investors cop significant losses, with the ...

ASIC turns up the heat on private markets

KARREN VERGARA  |  WEDNESDAY, 26 FEB 2025
... the horizon, and at current volumes it is untested by prior crises - regulators need information to consider the risks and plan responses." The fact that retail investors can easily gain access to private markets is a concern for ASIC. Some products ...

Platinum rolls out major leadership reshuffle

ELIZA BAVIN  |  WEDNESDAY, 26 FEB 2025
Platinum Asset Management has unleashed a major reshuffle of its leadership team as it continues to focus on turnaround plans. In February 2024, Platinum announced a comprehensive turnaround program under the leadership of chief executive Jeff Peters. ...

Monetary policy not the only game in town: Brian Redican

ANDREW MCKEAN  |  TUESDAY, 25 FEB 2025
... people's real wages fall? How often can you do that? What are the implications for the broader economy if that's the go to plan." Overall, Redican said his outlook for Australia isn't particularly exciting, pointing to the "terrible picture" of real ...