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Showing 1 - 10 of 65 results for "Attribution"

Aware Super sells majority stake in water portfolio

ELIZA BAVIN  |  FRIDAY, 19 JUN 2026
... Odin. The multi-year transformation delivered the GoldenSource Investment Data Platform, Ortec PEARL Performance and Attribution, the BlackRock eFront for private markets, with the final phase being the BlackRock Aladdin Investment Platform. Aware Super ...

ASIC moves to extend managed investment scheme relief measures

VINNY VUCAGO  |  THURSDAY, 28 MAY 2026
... property rental schemes, charitable investment fundraising, school enrolment deposits, horse racing syndicates and attribution managed investment trusts (AMITs). ASIC is also proposing to remove transitional provisions that no longer considered necessary ...

MPC Markets partners with HeirWealth

VINNY VUCAGO  |  TUESDAY, 26 MAY 2026
... consolidated household and entity structure, while also layering in calculated income entitlements and performance attribution metrics. This allows advisers to track valuations, asset allocations and total returns across portfolios, with returns broken ...

Div 296 requires fixing before finalisation: Industry

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... is concerned about the treatment of deceased estates, the lack of clarity around actuarial certification, and the attribution formula for small super funds where reserves exist. IFPA said the proposed deceased estate rules are "impractical" and may delay ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... the profession requires," she said. SMSF Association chief executive Peter Burgess said a key concern is post-death attribution of earnings. "Applying tax to earnings after death is a significant outcome that wasn't clearly evident from the legislation ...

Aware Super enhances portfolio management capabilities

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
Aware Super has integrated Ortec Finance's performance measurement and attribution software to enhance its ability to measure and manage investment performance, including improved currency hedge capabilities, across its portfolio. The software ...

New gig for JP Morgan's AI guru

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... and technical support to clients on equity and fixed-income portfolio construction as well as risk and performance attribution.

Aware Super completes phase one of 'Project Odin'

ELIZA BAVIN  |  THURSDAY, 27 MAR 2025
... management platform originally took place in March 2024 and the subsequent integration of the super fund's performance, attribution analytics and reporting tool in September 2024.

RQI hires research duo

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... research and innovation by developing new alpha ideas, enhancing existing ideas and deepening our understanding of model attribution." Marty previously worked at RQI Investors from September 2022 to October 2024 as a quantitative researcher. He also ...

Australian Ethical awards front office mandate

ANDREW MCKEAN  |  WEDNESDAY, 23 OCT 2024
... than US$59 trillion in assets, for portfolio and risk management, trading, compliance, performance measurement and attribution, its investment book of record, and transaction management. It will also leverage the State Street Alpha Data Platform and ...
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