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| | | Superannuation funds that don't get to know members better ahead of designing a Comprehensive Income Product for Retirement are putting themselves at risk of severe reputational damage. That is the view of risk management and retirement experts Milliman ... |
| | | | ... Forrest, along with his wife Nicola, donated $400 million through their Minderoo Foundation, established back in 2001. The funds will be distributed across the following areas: three lots of $75 million will be distributed to cancer research, education ... |
| | | | ... general manager - investment services Brian Thomas added the trust's portfolio managers are investing alongside clients' funds, and that the trust will close when it reaches $150 million to protect existing investors. "Investors are perhaps rightly cynical ... |
| | | | ... confirmed earlier this year its plans to expand its offering to the FirstChoice platform which recently reached $80 billion in funds under management. CFS executive general manager Linda Elkins said FirstChoice's endurance and continual growth has made ... |
| | | | Grant Samuel Funds Management has appointed a new compliance officer. Stuart Osborne joins GSFM from Macquarie, where he held multiple positions since 2002, including compliance and op risk executive, credit analyst, operational risk manager, and associate ... |
| | | | ... range of absolute return strategies. Kalish said there is strong demand for Australian and Asia-Pacific absolute return funds in the US, and that "NWQ's globally recognised position in the Australian absolute investments market made the role a very appealing ... |
| | | | ... and personal client services (PCS). CTS hold about 58% market share in New Zealand corporate trustee services with total funds under supervision of about NZ$142 billion. Meanwhile, PCS provides a range of trustee, estate, and related services to individuals/families ... |
| | | | ... about 84% of millennials were interested in sustainable investing, and nearly twice as likely to invest in companies or funds that aim to use environmental, social or governance (ESG) practices to create a value differentiator. "Demographic trends signal ... |
| | | | ... investing to scale," O'Connor said. "Together with our other 150 members, we will bring the voices of 20 superannuation funds to the table. Alone, these super funds manage $500 billion of Australian and New Zealand retirement savings, and have huge potential ... |
| | | | ASX-listed administration provider MainstreamBPO has acquired a global fund administrator boosting its funds under administration by US$7 billion. MainstreamBPO entered a sale agreement to purchase Irish firm Trinity Fund Administration's operations ... |
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