Search Results | Showing 1 - 10 of 152 results for "Wholesale funds" |
| | | ... spokesperson for ASIC says in FY27 the regulator will conduct a data gathering pilot for a small sample of retail and wholesale funds in a bid to calibrate baseline data needs across the sector. It also plans to address areas of poorer practices within ... |
| | | | ... AustralianSuper, Australian Retirement Trust, Aware Super, CareSuper and HESTA. FSC is a broader body representing retail and wholesale funds management, super funds, investment platforms and financial advisory networks. Its members include AMP, Australian ... |
| | | | ... 2026-2027 to consider private credit surveillance findings, reflect current risks and apply clearer guidance for wholesale funds. In the catalogue, the regulator reminds fund operators of their obligations under the Corporations Act to do all things ... |
| | | | ... the pack. Emerging market funds delivered 21.1% p.a. in the 12 months to September, Rainmaker's analysis of wholesale funds showed. Despite strong performance, the sector underperformed the market index of 23.7% p.a. by 2.6 percentage points. Nonetheless ... |
| | | | ... access to. We have neither the breadth, depth, or frequency of data needed to monitor and supervise retail and wholesale funds confidently." Kirkland then spoke about the regulator's private credit surveillance report which was released in early November. ... |
| | | | ... flout basic disclosure on the state of investments. ASIC's Report 820: Private credit surveillance: retail and wholesale funds said that some fund managers are potentially contravening financial services laws. Metrics chief executive and managing partner ... |
| | | | ... private credit sector, which lasted nearly a year, delved into 28 private credit products including retail and wholesale funds that are either listed or unlisted. The sample included products provided by Metrics Credit Partners, La Trobe Financial, MaxCap ... |
| | | | ... absolute-return focus like a hedge fund," he said. Data from Morningstar Direct shows that roughly 40% of L1's retail and wholesale funds under management (FUM) have grown between 20% and 70% annually over the past three years - an outcome unlikely for ... |
| | | | ... draw on Russell's institutional investment management expertise and research capabilities to enhance its suite of wholesale funds, which provide access to global private markets. The partnership has also led to the launch of the Reach Global Private ... |
| | | | ... existing loans. It added that while these issues are not endemic of the sector, they are more likely to occur within wholesale funds and new products. In the last 12 months, the research house has screened out 20 funds, most of which were wholesale offerings. ... |
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