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Showing 1 - 10 of 162 results for %22Strategic Insights%22

Asset managers prioritising product quality: Northern Trust

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... selected expanding their product set. In contrast, only 46% of respondents identified controlling costs as their top strategic priority in the next two years. Interestingly, Northern Trust's previous survey in 2022 showed that just 45% of managers ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... Both were internal appointments. JANA said Simpson's and Schnell's appointments would play a key role in driving the strategic direction and growth of the JANA Investment Trusts. In her new capacity, Simpson will lead the strategic direction of the JANA ...

GBST upgrades WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 28 FEB 2024
... said this upgrade will equip users with multi-entity scenario modelling, offering increased flexibility in modelling strategic advice for individuals, companies, trusts, and SMSFs. Additionally, GBST ushered in an "electronic consent capture" to enhance ...

ESSSuper welcomes strategy lead

ELIZABETH FRY  |  FRIDAY, 23 FEB 2024
... deVries replaces Sue Johnson who left six months ago to join the Australian Financial Complaints Authority as a strategic insights manager. deVries joins the $34 billion fund from Catholic Church Insurance, where she spent three years driving strategy ...

New global retirement unit at T. Rowe Price

JAMIE WILLIAMSON  |  WEDNESDAY, 10 JAN 2024
... will only become more prominent as the world's population continues to age. We think that by connecting our retirement insights more strategically around the world, these insights can provide added value to the important work that retirement benefit ...

Link names retirement, super product lead

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
Link Group has named a chief product officer to lead the development and strategic direction of its retirement and superannuation solutions. Jonathan Shaw will step into the role of chief product officer for Retirement and Superannuation Solutions (RSS) ...

APAC looks to data-driven future: State Street

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... stage. "For the majority of the respondents, more than 25% of their existing technology needs an upgrade to meet their strategic goals," Helyar said. Therefore, companies are currently investing in developing talent, strengthening cybersecurity, and ...

Praemium partners for adviser insights

CHLOE WALKER  |  TUESDAY, 14 NOV 2023
A new strategic partnership between Praemium and researcher CoreData aims to deliver research-driven product enhancements, client education initiatives, and thought leadership from the industry. Firstly, in using CoreData's research capabilities ...

Insurers drop allocation to risk assets: Research

CASSANDRA BALDINI  |  MONDAY, 13 NOV 2023
... (50%). The report clarified that 90% of insurers mentioned the economic climate will prompt them to implement or plan strategic shifts in their asset allocation strategies within the next year. It said, over the next 12 months, 11% will decrease their ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... per week and service twice as many clients than others. Firms that documented and reviewed their three to five years strategic plan every six months and have a well-defined succession plan were also markers of high performers. Such firms have invested ...
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