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Showing 1 - 10 of 320 results for %22Class Limited%22

Australian Retirement Trust applies new investment exclusion

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... achieving a net zero greenhouse gas emissions investment portfolio by 2050. "Australian Retirement Trust applies exclusions in limited circumstances as part of its sustainable investment approach in accordance with members' best financial interest," ...

Investment managers embracing AI: Mercer

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... investment managers are either using or planning to use artificial intelligence (AI) in their investment strategies or asset class research. The report flagged that the question is no longer if but how managers are implementing AI capabilities. The use ...

PE deals tumble again, down 63%: Bain & Company

KARREN VERGARA  |  TUESDAY, 26 MAR 2024
... values decline in the Asia Pacific, a new report from Bain & Company reveals, underscoring another tough period for the asset class that raised just US$147 billion last year, plunging 59% from 2021. Australia and New Zealand specifically produced only ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... continue to take those businesses forward," AMP chief executive Alexis George said at the time. 10) AMP loses BOLR changes class action (July 5) The Federal Court ruled in favour of the AMP Financial Planning advisers who saw the buy-back value of their ...

Caddick SMSF clients should recoup all funds: Lawyer

KARREN VERGARA  |  FRIDAY, 15 DEC 2023
... good indications that Melissa Caddick's victims will recoup most of their funds, the lawyer spearheading the latest class action believes that SMSF clients should get all their money back. Michael Chapman, a director at Melbourne-based law firm Mackay ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... Outcomes report sets out a number of changes that include offering better scaled or limited scope advice, and introducing a new class of "qualified advisers" who can offer simple personal advice but not charge fees in return.

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... response to the QAR, which included allowing superannuation funds to provide personal financial advice to members via a new class of financial adviser. "There is little detail available at this stage, but on the face of it we are deeply concerned at ...

Final QAR reforms open door to super funds

CASSANDRA BALDINI  |  THURSDAY, 7 DEC 2023
... Australians deserve independent and high-quality advice," SCA acting director Gerard Brody said. As part of the reforms, a new class of financial advisers will be introduced to enhance the accessibility and affordability of personal advice. The emerging ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... advisers eyeing private market opportunities to consider the spectrum of risks and opportunities. "What makes this asset class different to the public markets is that there's very little consistency across the products. There are a lot of idiosyncrasies ...

Super funds missing out on rich returns from Aussie agriculture

ANDREW MCKEAN  |  FRIDAY, 17 NOV 2023
... Future, Your Super (YFYS) performance test is another investment impairment, as the lack of a clear benchmark for this asset class complicates performance evaluation. "... performance from agriculture is unlikely to closely resemble that of the benchmark ...
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