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Showing 81 - 90 of 2793 results for "Analysis"

Morningstar calls out platform TDPs' use of rebates

KARREN VERGARA  |  MONDAY, 13 OCT 2025
Analysis by Morningstar calls out a significant number of platform trustee-directed products (TDPs) were able to pass the recent superannuation performance test by tweaking rebates. Morningstar's report Putting the performance test to the test shows ...

State Super offloads investment team to Frontier Advisors

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... in the works for the last 18 months. "The boards of both State Super and Frontier, have been diligent in exploring the analysis, market testing and recommendations put to us by management and independent external advisers. Although we have been patient ...

Aware Super enhances portfolio management capabilities

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... improved currency hedge capabilities, across its portfolio. The software, PEARL, will enable Aware Super to expand its analysis of investment decisions across all individual funds within its portfolio, improving decisions within each option as well as ...

Prime Super recruits product veteran

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... offerings remained competitive and member-focused. This included driving strategic improvements based on member outcomes analysis and managing the implementation of legislative changes across the business. She was head of planning at Finance Connect ...

Ex-Qantas Super private markets lead lands new gig

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
... Services business. Her deep global investment and markets experience will be invaluable as we focus on enhancing our strong analysis and curation of high conviction investment opportunities for our high-net-worth clients," Westpac said when the appointment ...

APRA warns of super fund sustainability challenges

JAMIE WILLIAMSON  |  THURSDAY, 2 OCT 2025
... APRA looked at growth in operating expenses, natural cash flows, member accounts growth, and net rollover ratios. The analysis found 45% of super funds have experienced a decline in member accounts, facing pressure to increase costs to members as other ...

UBS shutters international shares fund

MATTHEW WAI  |  MONDAY, 29 SEP 2025
... noting the fund is not at an "optimal size" to continue. The fund is to be terminated on or around October 21. "After analysis of market conditions and investment trends, UBS believes that closing the fund is in the best interest of unitholders. Our ...

Age Pension to increase on September 20

JAMIE WILLIAMSON  |  FRIDAY, 19 SEP 2025
... people who currently qualify as part-rate pensioners under the income test will be impacted by the deeming rate change. Analysis by University of Sydney's Susan Thorp shows about 4.5 million Australians receive an Age Pension. This equates to about ...

Natixis IM adds distribution leads

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
... Advisors and spent more than five years at Zenith Investment Partners, working in risk and governance, consulting and analysis. He reports to the head of institutional distribution for Australia and New Zealand Danny King. Joining the private wealth ...

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
... substantial improvement from the 71% long-run underperformance rate, according the SPIVA Australia Scorecard half-year analysis. Fifty-four percent of global equity general funds trailed the benchmark in the six months to June, also marking an improvement ...