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Showing 1 - 10 of 152 results for "Managed investments"

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... in the article. Many super funds are guided by ESG policies that screen controversial weapons for actively managed investments - but not for passive strategies. TelstraSuper, for example, maintains a general investment exclusion for manufacturers of ...

What "wealthy" means to Australians: AMP

ANDREW MCKEAN  |  TUESDAY, 28 FEB 2023
... individuals are seeking to attain this freedom through liquid forms of wealth like savings, equities, and managed investments. "We've traded off that [homeownership] in order to get superannuation or to provide other sources of income and wealth," ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
ClearView will solely focus its efforts on life insurance after flagging that it found a buyer for its managed investments business as it also continues to review the future of its superannuation fund. Human Financial, an investment management and technology ...

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... research ratings Annika Bradley said. "Morningstar does not expect any impact with the ratings it assigns to managed investments with this change and analyst assigned pillars and research work will take precedence over the algorithm." Ratings applied ...

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
... the capability to link up to six family-accounts. Meanwhile, Expand Extra clients will have access to more managed investments; most of the listed investments in the S&P All Ordinaries Index, plus several NAB term deposits. MLC Life Insurance has been ...

ASIC highlights strategic priorities

CASSANDRA BALDINI  |  TUESDAY, 23 AUG 2022
... consumers, especially as they plan and make decisions for retirement, with a focus on superannuation products, managed investments, and financial advice. The report said around 11.7% of member accounts with superannuation funds currently belong to members ...

FIIG Securities appoints chief executive

CASSANDRA BALDINI  |  FRIDAY, 19 AUG 2022
... intermediaries and wealth management at Credit Suisse. He was previously group head of capital markets and managed investments, wealth management at and Standard Chartered in Singapore. Earlier in his career he was with Macquarie Bank in Australia and ...

Qantas Super, CEFC back new ESG fund

ANDREW MCKEAN  |  TUESDAY, 12 JUL 2022
... responsible investments in Australia grew to $1.2 trillion, 15 times the growth rate of Australian professionally managed investments.

The rise of the hybrid ETP

CASSANDRA BALDINI  |  TUESDAY, 7 JUN 2022
... the old world of unlisted unit trusts that have held sway for decades now," Dyall said. "The truth is the managed investments industry in Australia goes through constant change, the rise of the hybrid is a sign we are going through one of those periods ...

Industry funds buoyed by unlisted assets

KARREN VERGARA  |  FRIDAY, 11 MAR 2022
... industry fund MySuper product charged 0.90% on total. Retail MySuper products meanwhile charged 1.13%, while managed investments outside of super were much higher at 1.84%.
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