New Parametric research reveals transition management’s blind spot

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Superannuation funds readjusting their investment portfolios need to carefully consider all the tax implications and not focus solely on timing and transaction costs, says global implementation specialist manager Parametric. In... Read more continue reading

Survivors and thrivers post COVID-19

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The havoc in stock markets in the March quarter from COVID-19 was on a scale rarely seen, with the economic fallout likely to expose vulnerabilities and growing bifurcation in sector... Read more continue reading

Pandemic highlights need for engagement says Calvert

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For socially responsible investors, engagements have never been more vital than they are right now. This was highlighted by John Wilson, Director of Corporate Engagement at Calvert, an Eaton Vance... Read more continue reading

Aberdeen Standard Investments strengthens Australian institutional sales team

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Aberdeen Standard Investments (ASI) has strengthened its Australian distribution team with the appointment of Vishal Sharma as Institutional Director for Australia and New Zealand, based in Sydney. Vishal will build... Read more continue reading

Pinnacle Investment Management unveils first European-based fund manager

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Five former senior members from Stewart Investors are among the founding members of new London-based investment boutique, Aikya Investment Management (Aikya). The investment boutique, specialising in emerging markets, will be... Read more continue reading

IMB Bank completes merger with Hunter United Employees’ Credit Union

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IMB Bank has completed its merger with Newcastle-headquartered Hunter United Employees’ Credit Union Ltd (‘Hunter United’) after receiving regulatory approval from the Australian Prudential Regulation Authority. IMB Chief Executive Robert... Read more continue reading

AMP and AFL Players’ Association extend superannuation partnership

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AMP and the AFL Players’ Association (AFLPA) has announced an extension of their 20-year partnership to provide AFL players with default superannuation. The re-appointment follows a comprehensive review process commissioned... Read more continue reading

Colonial First State data reveals financial adviser hot topics

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CFS’ team of technical superannuation experts is helping ensure advisers are ready to help members, for whom early access under the Government’s package will provide much needed funds to help... Read more continue reading

Income returns – the increasing importance of capital structures

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In the current market, many income investments are no longer offering the safe haven and downside protection they once did. Investors, of all sorts, need to revisit and better understand... Read more continue reading

T. Rowe Price to lower fees for flagship Global Equity Fund

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T. Rowe Price has announced a lower local fee structure for its flagship Australian Unit Trust (AUT) – Global Equity Fund (I Class), ahead of the local regulatory change to... Read more continue reading