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Showing 1 - 10 of 137 results for %22Australian Foundation Investment Company%22

Fortnum, PFS launch parent company

KARREN VERGARA  |  MONDAY, 22 APR 2024
... November, AZ NGA-backed Fortnum and Nestworth Financial Strategists (formerly Henderson Matusch) took over PFS from Australian Unity for an undisclosed amount. Nestworth acquired Australian Unity's employed adviser and corporate superannuation services ...

SIX launches share platform

RACHEL ALEMBAKIS  |  FRIDAY, 9 FEB 2024
... shareholder support and file resolutions is out of reach for most investors. "In the last two years alone, only 10 Australian companies received a shareholder resolution on social and environmental issues, compared to 340 resolutions in 2023 alone in ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... option, for example, had as much as $2.5 million in Honeywell, $1 million in Lockheed and as little as $60,000 in Elbit. Australian Retirement Trust, Equip Super and Catholic Super, Mine Super and TWUSUPER all had holdings in three or more of the five ...

Treasury releases climate disclosure draft legislation

RACHEL ALEMBAKIS  |  TUESDAY, 16 JAN 2024
... of legislation that would make financial disclosure of climate risk and opportunity mandatory in Australia using the Australian Accounting Standards Board (AASB)'s SR1 Australian Sustainability Reporting Standards - Disclosure of Climate-related ...

Platinum names new chief executive, restructures board

KARREN VERGARA  |  MONDAY, 11 DEC 2023
... Mckinsey & Company and was seconded to Australia for about a year. Peters currently works as an adviser at Curagaia, an Australian firm offering institutional investors impact investing solutions. He will assume his new role as soon as a visa is granted ...

J.P. Morgan readies evergreen solution for wholesale market

ANDREW MCKEAN  |  MONDAY, 13 NOV 2023
... advisers - enjoy greater flexibility, and efficiency. According to research from Rainmaker Information, J.P. Morgan's Australian arm has made strides in the "other assets" sector - encompassing tactical asset allocation, currencies, hedge funds ...

Calastone appoints new local head

ANDREW MCKEAN  |  WEDNESDAY, 1 NOV 2023
Global funds network Calastone has internally promoted an executive to serve as the new head of its Australian and New Zealand operations. Effective today, Marsha Lee will succeed Teresa Walker, who stepped back from the business at the end of October. ...

Hearts & Minds appoints chief investment officer

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2023
The former head of fundamental Australian active equities at BlackRock will take over as chief investment officer of Hearts & Minds. The listed investment company, known as HM1, has appointed Charlie Lanchester to the role, effective April 12. "We are ...

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
... that Vanguard operated Australia's largest ETF; PIMCO has the largest mFund, and the Australian Foundation Investment Company is the largest LIC. Notably, the LIC market fell by 20.4%, following four consecutive quarters of decreases, aided by ongoing ...

What you read in 2022

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... three, APRA only named those with less than $10 billion in assets. These include Alcoa of Australia Retirement Plan, Australian Meat Industry Superannuation Trust, BUSSQ, First Super, Meat Industry Employees Superannuation Fund, Perpetual WealthFocus ...
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