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

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
... increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or 'very ...

Royce Investment Partners launches small-cap fund

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Royce Investment Partners, a Franklin Templeton subsidiary, is launching in the domestic retail investment market with a global small-cap fund. The Royce Global Small-Cap Premier Fund is an actively managed, unlisted Australian unit trust that will ...

Mercer partners with platform

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 JUL 2021
... specialist. Effective immediately, asset owners will be able to access Mercer's library of public and private markets research, ratings and operational risk assessment content through eVestment platforms. Mercer said that more than 1000 pension plans ...

Fidelity adds new climate, gender policies

KANIKA SOOD  |  TUESDAY, 27 JUL 2021
... "actively engage and consider voting" against developed countries investees that fail its 30% target. "An increasing body of research has shown that organisations that promote diversity are more productive and better performing. We know from our own ...

Reality TV star joins advice fintech

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... support and best wishes of Count Financial." Chief advice officer Andrew Kennedy, and head of practice development and research Simon Jeffrey-Bilich jointly take on McCann's responsibilities while the firm searches for a replacement. McCann appears as ...

Governance Institute of Australia names chair

KARREN VERGARA  |  TUESDAY, 27 JUL 2021
... ASIC between 1998 and 2004. Some recent appointments include a directorship at Freedom Insurance Group and leading ESG research firm Regnan for a year. Vamos is currently a non-executive director of Mercer Superannuation Australia. Vamos said she is ...

Robo advice potential skyrockets

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
The Australian robo advice industry has doubled its potential market size over the last two years, new research shows. Rainmaker Information data shows the robo advice industry could reach $60 billion, up from $30 billion estimated in 2018. The data ...

Advice firm acquires investment consultant

KARREN VERGARA  |  MONDAY, 26 JUL 2021
... Partners," the firms said. Also Melbourne-based, Atchison was established in 2001 offering asset and investment consulting, research and portfolio construction advice for institutions, foundations, financial advisory firms and other professional investors. ...

CommIF ups hospital stake

ELIZABETH MCARTHUR  |  MONDAY, 26 JUL 2021
... sustainability loan in Australia. The 800-bed hospital is operated by SA Health and combines clinical services, training and research facilities. CommIF portfolio manager Charles Savage said the hospital is a great fit for the CommIF portfolio, given ...

Victorian government agency hunts for fund manager

KANIKA SOOD  |  FRIDAY, 23 JUL 2021
... still face a dearth of early-stage capital, according to LaunchVic chair Leigh Jasper said founders are still facing "Research commissioned by LaunchVic found a $100 million per annum shortfall in early-stage capital in Victoria, and this gap has widened ...
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