Search Results | Showing 1 - 10 of 283 results for "Reliance" |
| | ... its proxy voting processes to "amplify the role of portfolio managers" and to address the perception of asset managers' reliance on third-party advisor voting recommendations. The investment banking giant's enhancements will include "more portfolio manager ... |
| | | ... effectiveness in improving member outcomes. It questions whether tweaks can overcome the test's limitations - namely, its reliance on a single-metric benchmark portfolio that only evaluates investment strategy execution without considering strategic ... |
| | | ... average $90,000 was in an underperforming product. In reviewing roles and processes, ASIC identified a trend of over-reliance on one another across trustees, advisers and licensees, operating with the assumption they're all carrying out their roles as ... |
| | | ... The State Street Australian Equity strategy was downgraded, with Morningstar citing a slow evolution in the process and reliance on a recovery in the fortunes of the minimum volatility style factor. The First Sentier Equity Income fund was handed a downgrade ... |
| | | ... that fundamental value creation is a more robust and sustainable source of return, through economic cycles, than sole reliance on financial leverage," McIntyre said. ACP managing partner Phillippe Poggioli said the partnership was strategically important ... |
| | | ... her licensee to comply with her professional obligations and that her conduct was not excused or explained away by a reliance on the instructions, procedures, or process of her then licensee." The tribunal also agreed that, had Anderson acted consistently ... |
| | | ... worried about additional costs and legal fees impacting their ability to leave a legacy. Australians also have a heavy reliance across the population on wills (49%), and superannuation (34%) as vehicles to leave a legacy. While wills are largely fit ... |
| | | ... between 1981 and 1996) surveyed, two in three want face-to-face interactions with their financial planner, despite the reliance on apps or websites to help manage their finances compared to older generations. "Now established income earners, Gen Ys are ... |
| | | ... for industry feedback on a range of potential options to overcome the obstacles. "Given the Australian banking sector's reliance on AT1 - and noting how rapidly contagion spread across international banks earlier this year - APRA wants to start exploring ... |
| | | ... of the 2023 Intergenerational Report by Treasury, which demonstrates superannuation will play a key role in reducing reliance on the Age Pension and supporting the economy. According to the report, mandatory superannuation will lead to a decrease in ... |
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