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Showing 901 - 910 of 8460 results for "Managed"

ASIC takes action against Guildfords FM, director

KARREN VERGARA  |  FRIDAY, 28 JUN 2024
... upon investigating Guildfords, which had an AFS Licence (AFSL) to provide advisory and dealing services with respect to managed investment schemes and securities, as well as custodial and depository services to wholesale clients. It also provided trustee ...

ETF price war heats up

ANDREW MCKEAN  |  FRIDAY, 28 JUN 2024
... past year, VanEck reduced fees on four of its 38 products by an average of 0.25% p.a. that together constituted 6% of its managed assts. However, Rainmaker said the change in product asset allocation had little effect on overall asset weighted fees. ...

APRA: RSE licensees show 'common areas of weakness'

ELIZA BAVIN  |  FRIDAY, 28 JUN 2024
... deploy these plans. The review of licensees' preparedness was conducted over H1 2024 and included 16 RSE licensees that managed approximately 42% of APRA-regulated superannuation fund assets as of 30 June 2023. "While some RSE licensees are well ...

New NALE rules, AFCA's super powers passed

KARREN VERGARA  |  THURSDAY, 27 JUN 2024
... exempt public sector superannuation funds, pooled superannuation trust (PSTs), and approved deposit fund (ADFs). Self-managed funds and small APRA-regulated funds, however, are not fully exempt. For SMSFs and small APRA-regulated funds, the new legislation ...

Partners Group launches private infra fund

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2024
... on direct investments, complemented by secondary investments and be traded monthly. At the end of 2023, Partners Group managed US$147 billion globally.

Barrenjoey, Scentre Group establish jointly managed fund

ELIZA BAVIN  |  FRIDAY, 21 JUN 2024
Barrenjoey Private Capital and Scentre Group have established a jointly managed fund to purchase a 50% stake in Adelaide's Westfield Tea Tree Plaza and the adjoining Tea Tree Plus for $308 million. CBRE head of retail capital markets - pacific, Simon ...

Court freezes assets of Keystone AM managed fund

ELIZA BAVIN  |  THURSDAY, 20 JUN 2024
... has obtained interim orders from the Federal Court to freeze the assets of the Shield Master Fund (Shield), a registered managed fund overseen by Keystone Asset Management. ASIC said it sought the orders to help protect investor funds while an investigation ...

TCorp moves to new OneFund structure

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUN 2024
... flagged, the New South Wales government is moving forward with plans to consolidate several separate investment funds managed by TCorp. In September last year, the state government announced it was reviewing the way NSW's investment funds were managed ...

JPMAM, iCapital launch new private market fund for wholesale investors

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... domiciled fund designed to afford wholesale investors access to small to mid-market private equity opportunities. The fund, managed by iCapital, and will invest in an underlying solution by JPMAM's Private Equity Group (PEG), which manages US$30 ...

AFSLs undertake more reviews, lack risk documentation

KARREN VERGARA  |  TUESDAY, 18 JUN 2024
... a policy but did not have a risk register, which suggests that, in some cases, the policy was not being implemented or managed in line with ASIC's expectations. Those that did have a register, reviewed it quarterly or annually, with a small number ...