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Showing 981 - 990 of 3128 results for "Investment manager"

FSC calls for scaled advice model

ALLY SELBY  |  TUESDAY, 11 AUG 2020
... including those relating to the Taxation of Financial Arrangements, particularly foreign exchange hedging and the Investment Manager Regime, as well as an expansion of functional currency election to certain trusts and partnerships. The FSC also recommended ...

ASIC puts investment managers on notice over valuations

ANNABELLE DICKSON  |  TUESDAY, 11 AUG 2020
The corporate regulator is ramping up its focus on reviewing valuation practices amongst investment managers to ensure they are reliable during the pandemic. ASIC's Interim Corporate Plan 2020/21 is reminding entities to ensure that the valuations of ...

Rejigging retirement income: First Sentier Investors

ANNABELLE DICKSON  |  MONDAY, 10 AUG 2020
In terms of retirement income solutions, there is a need to balance the fine line between making things simple and making them simplistic, according to Rudi Minbatiwala head of equity income at First Sentier Investors. Speaking as part of the Actuaries ...

First Sentier bolsters board of directors

ALLY SELBY  |  THURSDAY, 6 AUG 2020
... role, and will join recently appointed non-executive directors Michelle Tredenick and Richard Wastcoat on the investment manager's board. Following the sale of the business from the Commonwealth Bank to Japanese bank Mitsubishi UFJ Trust and Banking ...

CFA Institute reveals new exam regime

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
The CFA Institute has bid farewell to paper-based exams and has announced more flexible and convenient scheduling. The move comes in what the CFA Institute says will turn the challenges of the COVID-19 pandemic "into positive opportunities"; modernising ...

New chief risk officer at Maple-Brown Abbott

ELIZABETH MCARTHUR  |  MONDAY, 3 AUG 2020
Boutique investment manager Maple-Brown Abbott has appointed a new chief risk officer and created a new head of finance role. Lata McNulty will step into the role of chief risk officer, reporting to chief executive and managing director Sophia Rahmani. ...

Franklin Templeton completes acquisition

ELIZA BAVIN  |  MONDAY, 3 AUG 2020
Franklin Templeton has officially completed its acquisition of investment manager Legg Mason, creating one of the world's largest specialist managers. Franklin Resources, a global investment management organisation with subsidiaries operating as Franklin ...

Garry Laurence to depart Perpetual

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... strategic direction of our global equities strategy, we have made the decision to appoint Barrow Hanley as the investment manager for our Perpetual Wholesale Global Share Fund, our Perpetual Wholesale International Share Fund and our WealthFocus Investment ...

US pension funds form trading alliance

ALLY SELBY  |  FRIDAY, 24 JUL 2020
... marketplace for peer securities financing activities, liquidity management and collateral management. CalPERS investment manager Dan Kiefer said an increase in peer-to-peer securities trading would supplement traditional banking trade opportunities for ...

Non-bank lender winds up fund

KANIKA SOOD  |  THURSDAY, 23 JUL 2020
... Investment Management. It was launched in May 2015 and had $4.96 million in assets at May 2020 end. Wisr, as the investment manager, advised the fund's responsible entity One Managed Investment Funds to wind up the fund as it took the view the objective ...