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Showing 901 - 910 of 5744 results for "Small"

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... sit at about 0.57% of net assets. This is compared to 0.33% for funds with more than $50 billion. The analysis suggests 24 small funds, being those with less than $10 billion, are declining and face immediate sustainability issues. Of those that failed ...

Apex Group wins fund services mandate

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... Apex Group has announced its appointment by Kayne Anderson Rudnick Investment Management LLC (KAR) to service its global small cap fund. The financial services provider will act as fund administration and handle transfer agency services for the Kayne ...

Target market determinations have improved: ASIC

ANDREW MCKEAN  |  WEDNESDAY, 14 DEC 2022
... target market determinations (TMD), but it still harbours concerns over product descriptions. ASIC Report 754 focuses on small amount credit contracts (SACCs) due to the overrepresentation of financially vulnerable consumers accessing these products ...

Perpetual welcomes Pendal board members

CASSANDRA BALDINI  |  MONDAY, 12 DEC 2022
... Robert Fleming and Co and JP Morgan Asset Management, including managing director and chief investment officer, growth and small cap equities. Matthews, based in the United Kingdom, has nearly 40 years' experience in funds and investment management. ...

ASIC abandons $500k SMSF threshold

ANDREW MCKEAN  |  FRIDAY, 9 DEC 2022
ASIC has updated guidance on SMSF advice, deciding to remove $500,000 as an indicator of the "appropriateness of advice" to establish a SMSF. ASIC hasn't opted to nominate a minimum threshold but said fund expenses are proportionality higher, and net ...

Trustees must improve IDR processes: ASIC

JAMIE WILLIAMSON  |  FRIDAY, 9 DEC 2022
... a death benefit distribution - is challenging some trustees, highlighting "substantial concerns with the time taken by a small number of trustees." The findings show of the 49,029 complaints received by 35 trustees in the review period (October 2021 ...

LGT Crestone brings VC offering to local HNWs

CHLOE WALKER  |  THURSDAY, 8 DEC 2022
In partnering with StepStone Private Wealth, LGT Crestone is providing one of the first open-ended venture capital (VC) funds of its kind for Australian high-net-worth investors. The StepStone Private Venture and Growth Fund, known as SPRING, is already ...

BlackRock implements ETF stock split

CASSANDRA BALDINI  |  WEDNESDAY, 7 DEC 2022
BlackRock Australia has implemented a stock split of three of its long-standing US equities ETFs. BlackRock said the split of iShares S&P 500 ETF (IVV), iShares S&P 500 (AUD Hedged) ETF (IHVV) and iShares S&P Mid -Cap ETF (IJH) will make it easier for ...

Regional commercial real estate to run hot: REIA

CHLOE WALKER  |  TUESDAY, 6 DEC 2022
... "For commercial property investors, there is certainly opportunity to capitalise on these changing population trends and small business activity in regional areas, notwithstanding the current interest rate environment," REIA president Hayden Groves said. ...

Delayed reforms put pensioners at risk: OECD

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... implement behavioural strategies to increase employee savings," the outlook stated. Nonetheless, some employers, particularly small ones, may be unwilling to establish pension plans because of the costs, complexity and administrative burdens involved. ...