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Showing 1 - 10 of 100+ results for "Holdings"

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... space that remain fairly opaque," Bevan argued. He said managed accounts have delivered on transparency of investment holdings and fees. For example, it's difficult to find data comparing one managed account to another on returns and fees - whereas ...

Link updates on bid offers

ANNABELLE DICKSON  |  TUESDAY, 23 NOV 2021
... Group's progress in its takeover bid. Link received an unsolicited, conditional and non-binding proposal from LC Financial Holdings to acquire all BCM for €65 million. The offer includes a €50 million payment upfront and a deferred payment of €15 ...

Saxo taps Bell Direct, IOOF talent

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
... previous senior market strategist Eleanor Creagh departed in August to join REA Group as a senior economist. Former IOOF Holdings national financial wellbeing manager David Harvie also joins Saxo as head of direct sales. "I'm looking forward to sinking ...

InvestSMART launches ethical product

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... positions and other asset types deemed not relevant for ESG analysis are excluded from the criteria. The current top holdings in the fund are CSL, Commonwealth Bank, Apple, Microsoft and Westpac. The offer opened on November 15 and closes on November ...

Orbis Australia announces leadership changes

CHLOE WALKER  |  TUESDAY, 16 NOV 2021
... past 13 years as head of distribution. Josling will continue as a director on the board of the global company, Orbis Holdings Limited, which oversees $51 billion in funds under management, $14.5 billion of which is from Australian institutional and retail ...

Portfolio holdings disclosure a failure: Morningstar

ELIZABETH MCARTHUR  |  MONDAY, 15 NOV 2021
New analysis from Morningstar suggests Australia has "blown its opportunity" to improve portfolio holdings disclosures. "As an otherwise sophisticated market, it is remarkable that Australia has consistently ranked bottom of all major global markets ...

Super funds handed holdings disclosure win

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
The superannuation portfolio holdings disclosure legislation has been finalised, with the government delivering a significant victory to super funds when it comes to unlisted assets and derivatives. Released yesterday, the final legislation shows a ...

AMP continues to lose ESG investors

KARREN VERGARA  |  MONDAY, 8 NOV 2021
... company AMP and investment team departures at AMP Capital. On November 5, Moody's dropped its ratings on AMP Group Holdings and AMP Group Finance Services from Baa2 to Baa3. The rating assigned to AMP Bank by Moody's remains unchanged at Baa2. ...

abrdn outlines climate change action plan

JAMIE WILLIAMSON  |  FRIDAY, 5 NOV 2021
... the point of active ownership, abrdn said it will engage with the highest financed emitters across equity and credit holdings, "seeking transparency on progress against clear transition milestones assessed against relevant standards". After two years ...

New Bitcoin fund promises tax efficiency

ELIZABETH MCARTHUR  |  FRIDAY, 5 NOV 2021
... were a domestic fund," he explained. As Vault doesn't pay distributions, investors can realise gains when selling down holdings in the fund. The fund currently has NZ$5 million in funds under management.
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