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Showing 71 - 80 of 680 results for "Records"

Qantas Super taps fintech as an investment consultant

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... year-end reporting using the platform. The aim of the partnership is to create a consistent database of performance book-of-records and enhanced option-level attribution analysis and reporting for Qantas Super. Ortec said PEARL is providing Qantas Super ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... strategic approach. "Both have demonstrated outstanding dedication throughout their time at JANA and their proven track records and deep understanding of our organisation uniquely position them to deliver exceptional results for Investment Trust clients. ...

BlackRock faces 'stiff competition' from APAC asset managers

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... uncertain climate. The beneficiaries of this were well-trusted providers of fixed-income funds and ETFs with proven track records, as well as larger asset managers with strong jurisdictional brand recognition," Broadridge engagement manager Evonne Gain ...

UK advisers told to review retirement advice processes

JAMIE WILLIAMSON  |  THURSDAY, 21 MAR 2024
... suitability of advice provided in seven files reviewed. It identified serious deficiencies in fact finding documents and records. These included: potential vulnerabilities that were not identified or recorded even where information on file suggested ...

Bitcoin hits fresh high as investors await halving event

ELIZA BAVIN  |  WEDNESDAY, 13 MAR 2024
... aware of that potential," Rose said. The Bitcoin price surge saw many of those Bitcoin ETFs setting all time daily volume records as new retail and institutional investors gain exposure to Bitcoin trading without owning the asset directly. "With the ...

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
... Crisis of 2008, and more recently the Covid pandemic." "But financial markets prevail and move forward, upward and break records. Invest in growth assets for the long term." Commenting on Warnes' departure, Morningstar director of equity research, Australia ...

Former Blockchain Global director confined to Australia

ANDREW MCKEAN  |  THURSDAY, 29 FEB 2024
... investments in First Growth Fund on behalf of Blockchain Global, without documenting this transaction in the company's financial records. During his tenure, Guo also moved $2.6 million from an account with investor funds, allocating portions to his personal ...

ASIC waves red flag at advisers, trustees over Choice products

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2024
... approvals on availability of options within certain Choice products or a minimum external product research rating, without records of further research or consideration, ASIC noted. The regulator said it will continue to work closely with APRA to drive ...

GQG records US$10bn in inflows, eyes Abu Dhabi office

ANDREW MCKEAN  |  FRIDAY, 16 FEB 2024
GQG Partners reported US$10 billion of net flows for the full year ending 2023, while announcing plans for an office in Abu Dhabi. The global boutique asset manager concluded the year with US$120.6 billion in funds under management (FUM), reflective ...

ASIC files lawsuit against unlicensed director, companies

JAMIE WILLIAMSON  |  FRIDAY, 16 FEB 2024
... disclosure statements about the level of risk associated with the Paladin Monetizer Fund; didn't keep proper financial records for the fund; and failed to lodge annual financial reports and the like to ASIC.