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Showing 1 - 10 of 71 results for "Investment report"

Concentration of private credit sector a concern: ASIC

JAMIE WILLIAMSON  |  MONDAY, 22 SEP 2025
... areas that also warrant further investigation by ASIC, the interim report suggests, like liquidity facilitation, investment report information, and distributions paid out of capital without confirmation of this nature. Private credit is playing an important ...

ASIC permanently bans convicted investment manager

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
ASIC has permanently banned former investment manager and director Brett Paul Trevillian for fabricating investment reports of his trading strategy 'The Gold Method'. Trevillian, who has been serving a three-year sentence by way of an intensive ...

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
Frontier Advisors has announced the appointment of Jacqueline Darwis as an associate in the firm's real assets team. Darwis brings research and consulting experience in the property sector and joins Frontier from PPC Urban, where she carried out ...

Active Super fined $10.5m for greenwashing

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... oil tar sands, and Russian companies since the invasion of Ukraine. For example, an Active Super Responsible Investment report highlighted 'RUSSIA OUT' as a country exclusion. That report revealed that Active Super held investments in Russian ...

Cbus implements senior redundancies

ANDREW MCKEAN  |  THURSDAY, 31 OCT 2024
... 900,000. Earlier this week, Morningstar highlighted turnover across Cbus' senior ranks remains an issue in an investment report, specifically noting the recent departures of former deputy chief investment officer Alexandra Campbell, head of total ...

Active Super found guilty of greenwashing

ANDREW MCKEAN  |  THURSDAY, 6 JUN 2024
... fund wouldn't invest in Russia due to the invasion of Ukraine. For example, an Active Super Responsible Investment report highlighted 'RUSSIA OUT' as a country exclusion. That report revealed that Active Super held investments in Russian ...

Spotlight shines brighter on climate reporting: Expert

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
Asset owners must be mindful of increasing regulatory and legislative pressures that will soon sharpen their ability to provide quality and accurate climate disclosure reports, according to an expert. FS Sustainability managing editor Rachel Alembakis ...

BGL adds company tax return to software solution

CASSANDRA BALDINI  |  TUESDAY, 13 DEC 2022
The SMSF provider released an electronic lodgment of the company tax return in its investment portfolio software solution, Simple Invest 360. Simple Invest 360 is an end-to-end investment portfolio management solution for companies, individuals and ...

Fairfax family office awards mandate

ELIZABETH MCARTHUR  |  MONDAY, 2 AUG 2021
Marinya Capital, the John Fairfax family office, has selected an investment data provider. Investment Control Systems (ICS) will implement ICS ATHENA for Marinya Capital. "As part of an operating model review, this was a great time to enhance our capabilities ...

CareSuper awards custody mandate

ALLY SELBY  |  WEDNESDAY, 19 AUG 2020
NAB Asset Servicing has lost its custody mandate for CareSuper after more than 20 years with the industry superannuation fund. CareSuper has appointed J.P. Morgan as custodian of the $16 billion fund, having proven itself to be "the most suitable custodian ...
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