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Showing 1 - 10 of 1989 results for %22Generate%22

AFCA finds more Dixon Advisory victims

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
The Australian Financial Complaints Authority (AFCA) added 544 more Dixon Advisory-specific victims to total 2492 complaints at the end of April, which will further exacerbate the costs and levy financial advisers must pay. The Financial Advice Association ...

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
... ASIC said better processes identified involved trustees trying to understand licensees' businesses, including how they generate advice documents and handle complaints and conflicts of interest. When it comes to monitoring them, ASIC found trustees' checks ...

Australian Retirement Trust applies new investment exclusion

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... Trust will add an exclusion of direct investment in Australian and International shares asset classes for companies that generate more than 10% gross revenue in the most recent year of financial reporting from the mining of thermal coal and its sale ...

Qantas Super boosts ag assets by $200m

KARREN VERGARA  |  WEDNESDAY, 1 MAY 2024
... agriculture specialists GO.FARM has a clear plan to drive productivity gains, responsible agricultural practices and generate returns for investors. We're excited about what this partnership will yield for members," Spence said. "When you combine Qantas ...

Plenary Group sells 49% stake to ADQ

KARREN VERGARA  |  MONDAY, 29 APR 2024
... commitment to developing partnerships that complement our investment strategy, which aims to create long-term value and generate sustainable financial returns." "We are confident that our partnership in Plenary will unlock significant opportunities to ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
The key to a "successful investment strategy" is the ability to generate returns over the long term and managing inflation is an important piece of the strategy, says a Challenger report. Investments much achieve a real rate of return that not only ...

Future Fund deputy CIO jumps to Blue Owl

ELIZABETH FRY  |  FRIDAY, 26 APR 2024
Blue Owl Capital's hire of a top executive from the Future Fund has generated more interest in US firms vying for institutional business in Australia. Australia's sovereign wealth fund has confirmed the departure of deputy chief investment officer ...

Platinum announces strategic review

ELIZA BAVIN  |  FRIDAY, 26 APR 2024
... PAI have noticed a trend away from close-ended investment vehicles, particularly those that "lack sufficient scale to generate the liquidity required to maintain share prices close to the underlying net tangible assets (NTA)". Platinum said PAI and PMC ...

Impact Alpha Partners adds to board

JAMIE WILLIAMSON  |  WEDNESDAY, 24 APR 2024
... senior investment manager at State Super. It offers investment research and consulting services to investors looking to generate impact and alpha through their investments. To assist with this, Adam Randall has joined the firm as executive director ...

UniSuper invests $623m in Macquarie green fund

ELIZA BAVIN  |  FRIDAY, 19 APR 2024
... transition to net zero. It will enable UniSuper to invest across technologies and geographies in projects that we believe will generate attractive long term returns for our members," Pearce said. "The energy transition will require mature sustainable ...
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