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Showing 71 - 80 of 206 results for "Individual Investors"

Bendigo and Adelaide Bank to face fresh class action

ELIZABETH MCARTHUR  |  TUESDAY, 11 AUG 2020
... Sasha Ivantsoff told Financial Standard that 850 entities including self-managed super funds, trusts and individual investors had expressed interest in the class action. With only 600 enrolments needed for the action to go ahead, Ivantsoff is quietly ...

Morningstar downgrades two Vanguard funds to neutral

KANIKA SOOD  |  WEDNESDAY, 13 MAY 2020
... response, Vanguard called attention to its mutual structure, zero brokerage on wholesale funds and ETFs for individual investors via Vanguard Personal, and 25 fee cuts across its Australian offerings over the last decade. "While our competitors have ...

Morningstar acquires global ESG ratings house

ALLY SELBY  |  FRIDAY, 24 APR 2020
... insights across Morningstar's existing research and solutions. The data and insights will be available to individual investors, advisers, private equity firms, investment managers, plan sponsors, and credit issuers, it said. Sustainalytics chief ...

The next big short

ALLY SELBY  |  THURSDAY, 23 APR 2020
... management," Reyes said. "It's because of that cost hurdle that passive investing has been such a tailwind for individual investors." Vanguard, which has approximately 75% of its assets in passive strategies, said there was no issue with how popular ...

Vanguard boosts superannuation team

ELIZABETH MCARTHUR  |  TUESDAY, 14 APR 2020
... puts him in a strong position to lead our superannuation undertaking as we develop this new offer with both individual investors and financial advisers in mind."

Climate activism not translating to investing

ELIZA BAVIN  |  THURSDAY, 5 MAR 2020
... expand," Palmer said. "By both reducing demand for their shares and drawing attention to the harm they cause, individual investors can create powerful incentives for unsustainable businesses to do better." Research by CHOICE found that completely extracting ...

Raiz cuts AET amid Sargon saga

ALLY SELBY  |  MONDAY, 2 MAR 2020
... Perpetual will have no supervisory role in relation to the operation of the fund and has no liability to individual investors for omissions made in accordance with the custody agreement. It comes after Sargon announced it had found a buyer for eight ...

Value disconnect damages adviser relationships

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... us from panic selling and abandoning long-term financial plans," Morningstar said. The report surveyed 693 individual investors and 161 advisers, who each ranked the attributes that they believed to be of the most value. Morningstar found that there ...

Global fund enters private equity

ELIZA BAVIN  |  FRIDAY, 7 FEB 2020
... advised clients, we aim to expand access to investors in additional channels over time," Buckley said. "For individual investors in particular, this partnership will present an incredible opportunity-access and terms they could not get on their own." ...

DNR expands distribution team

ELIZA BAVIN  |  THURSDAY, 23 JAN 2020
... investment management company that delivers client-focused investment solutions to institutions, advisers and individual investors.