Examining board gender diversity and equity market performance

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Do gender-diverse boards and executive teams really make a financially material difference to companies and capital markets? “While numerous studies in recent years point to “yes,” we decided to put these theories to the test, using rigorous quantitative factors,” says Yijia Chen, ESG Quantitative Research Analyst, Calvert Research and Management, an affiliate of Eaton Vance. […]

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Ethics is good for business – at last the message is getting through

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The message that ethical behaviour and making decisions based on what is best in the long-term for an organisation’s reputation, financial welfare and sustainability is getting through said Dr Zivit Inbar founder and CEO of DifferenThinking a boutique consulting firm specialising in strategic people, culture, ethics, leadership and performance services. Commenting further Dr Inbar said […]

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Understanding the client buying journey will get you more of them

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The decision-making process – or buying journey as it has become known – that prospective clients go through today is complex, time-consuming for all parties, and is also often an incredibly  frustrating affair for all parties.  It is less frustrating if we understand what is actually going on and allow the time required for our […]

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Open Banking Regime made easy by award winning fintech software

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Regulations allowing consumers to have greater access to data held by financial institutions will benefit the entire economy, according to the winner of the University of Sydney Business School’s first Genesis fintech start-up competition. Consumer Data Rights (CDR) regulations, which are at the heart of a new Open Banking Regime, will come into force in […]

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CPD: Ethics and financial abuse – responsibilities and strategies for financial advisers

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It’s hard to imagine, but statistics show up to 10 per cent of older Australians experience elder abuse. This may be financial, legal, emotional, physical or plain neglect. Sadly, much of this abuse hidden in families, where the majority of perpetrators lurk, and victims don’t know how to stop it. Financial abuse of elders is […]

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Genesis in search for next international fintech sensation

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The University of Sydney Business School, which has been closely associated with some of the nation’s most successful financial sector startups, including AfterPay, Lendi and Prospa, has launched a fintech specific competition under its highly respected Genesis umbrella. The 11 year old Genesis program, which supports startups through mentoring, assistance with media exposure and prize […]

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Future female investors shine in new National Investment Competition

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Students from Australia’s leading universities have blown away industry veterans at the first national student investment competition run by Future IM/Pact – an industry initiative aimed at attracting more diverse talent into investment teams. Held last night at Bloomberg’s Sydney headquarters, the final round of the 2019 National Investment Competition pitted teams of four students […]

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Insurance alternatives (Part 2: parametric insurance)

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Following on from our last post about insurance alternatives, in this post we outline what parametric insurance is and how it can help you in a hardening insurance market. What is parametric insurance? Parametric insurance pays out a pre-agreed amount when a ‘trigger’ event happens. The amount is paid regardless of whether you have suffered any loss […]

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Top teams chosen from record field to compete in AMP University Challenge finals

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The top 5 entries have been selected from students around Australia to compete in the 2019 finals of the AMP University Challenge. A record 213 students entered the 2019 competition, now in its ninth year. The competition seeks to promote emerging talent among the next generation of financial advisers and drive higher professional standards in […]

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Zenith Celebrates Excellence at the 2019 Fund Awards

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Zenith Investment Partners’ annual Fund awards took place last week at the Ivy Ballroom in Sydney. The awards recognised excellence in funds management across all major asset classes and disciplines, which is fundamental to raising the standards of funds management for the ultimate benefit of investors. Magellan Asset Management took out top honours as Fund […]

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