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Showing 1 - 10 of 66 results for "Investment report"

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 ...

Managed accounts demand rises: Zenith

ELIZA BAVIN  |  TUESDAY, 23 JUN 2020
Zenith Investment Partners said demand for its managed accounts services grew amid the uncertainty and volatility in investment markets sparked by the COVID-19 pandemic. Zenith chief executive David Wright said it was not unexpected that advice firms ...

Former UniSuper investment analyst joins AustralianSuper

ALEX BURKE  |  FRIDAY, 16 MAR 2018
A senior investment analyst at UniSuper, who left the fund in July last year, has taken on a new role at AustralianSuper. Joseph McWilliams joins AustralianSuper as a senior business analyst. While at UniSuper, he worked in the portfolio analysis and ...

Real AM launches multi-asset portfolios for HNW clients

ALEX BURKE  |  WEDNESDAY, 29 NOV 2017
Real Asset Management is rolling out a custom multi-asset portfolio service for high-net-worth clients and Asian investors with significant investor visas. RAM Australia chief executive Scott Kelly said the new capability was designed largely in response ...

Boutique wealth firm names new COO

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
Real Asset Management Group (RAM) appointed a new chief operating officer. Oliver Mourant joins RAM from Enhance Group, a Jersey-based investment consultancy firm he co-founded in 2005. There he was responsible for its overall operations, helping to ...

Australian infrastructure supply must lift: report

JAMIE WILLIAMSON  |  WEDNESDAY, 16 NOV 2016
... latest insights provided by Infrastructure Partnerships Australia and Perpetual. The pair's 2016 Infrastructure Investment Report serves as a reminder that Australia is competing against the world for investment in infrastructure and investors will look ...
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