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Senior Cbus investment manager exits

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... work with Cbus. She is Cbus' new senior investment director of energy. She will be responsible for energy market research, stakeholder engagement (internal and external) and relationship management across the energy sector. Ruchin has over 20 years ...

FSC launches digital advice group

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... builds on the FSC's expansion into the advice sector by adding six licensees to its network of members. "Independent research has shown that almost four million Australians say they would be open to low-cost digital advice solutions, and the digital ...

Vanguard Super lowers fees

KARREN VERGARA  |  WEDNESDAY, 1 MAY 2024
... information on fees across superannuation funds," Shrimski said. "This is concerning, and perhaps the reason why our research is showing year on year that nearly one in two Australians don't know what they pay in super fees and continue to be disengaged ...

New framework for investors to navigate AI released

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... designed to address those concerns and provide a framework for investors to analyse the risks and opportunities. CSIRO research director Liming Zhu said until it becomes commonplace for both RAI policies and the actual numbers for RAI indicators and ...

Impact Alpha Partners adds to board

JAMIE WILLIAMSON  |  WEDNESDAY, 24 APR 2024
... Partners was founded late last year by Andrew Huang, a former 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 ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
... update follows the recent addition of two-way sharing of data between intelliflo and its partners Product Rex and Omnium. "Research data is sent back into the advice journey providing a complete audit trail and basis for recommendations, and data will ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... focusing on performance and client outcomes. She joins the investment trust team after serving as co-head of infrastructure research at JANA. Schnell, who joined the company in 2017, will transition from his position as senior investment consultant to ...

Aware Super chair named governor-general

ELIZA BAVIN  |  WEDNESDAY, 3 APR 2024
... Beyond Blue, the Foundation of Young Australians, Australians Investing in Women, Ausfilm and the Australian National Research Organisation for Women's Safety and Australian Volunteers International. She has been president of the Australian Council ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... about topping up not just domestic equities, but also small caps," she said. A report by Australian Ethical and CoreData Research last year showed that nearly half of advisers include responsible investing in their advice proposition, driven by rising ...

Perpetual seeds Kapstream fund

KARREN VERGARA  |  FRIDAY, 22 MAR 2024
... we focus on the middle 'mezzanine' notes, which offer attractive return and risk profiles," he said. Perpetual Private research analyst Eddie Lee said: "We continue to find private debt appealing especially domestic warehouse finance which exhibits good ...
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