TAL joins global insurance sustainability framework

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TAL has become the first Australian life insurer and second Australian insurer to sign the United Nation’s Principles for Sustainable Insurance.  The Principles, an initiative of the United Nation’s Environment... Read more continue reading

Threadneedle Investments announces CEO succession

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Leading international investment manager Threadneedle Investments (Threadneedle) has announceed that Chief Executive Officer Crispin Henderson will become Vice Chairman of Global Asset Management for Ameriprise Financial, the parent company of... Read more continue reading

Oliver’s Insights – Review of 2012, outlook for 2013

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This edition of Oliver’s Insights provides a review of key developments of relevance for investors in 2012 and the outlook for 2013. The key points are as follows: While 2012... Read more continue reading

Fixed income sees a fundamental shift to the East

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The long awaited decoupling of the Asian and European markets earlier this year has seen Asian corporate bonds cementing their appeal with investors, according to specialist fixed income investment manager,... Read more continue reading

Brad Fox Appointed AFA CEO

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Immediate past President, current Treasurer and Interim CEO of the Association of Financial Advisers (AFA), Brad Fox, has been appointed to succeed Richard Klipin as CEO of the 66 year... Read more continue reading

ETFs vs. direct share portfolios – the benefits of diversification

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Exchange traded funds that track broad share market indices can help direct share investors reduce risk in their portfolios and lower their transaction costs. In this paper, Vanguard Australia discusses... Read more continue reading

APRA releases draft prudential practice guides for superannuation

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The Australian Prudential Regulation Authority (APRA) has released for consultation a discussion paper and 10 draft prudential practice guides (PPGs) for the superannuation industry. This year APRA has consulted extensively with... Read more continue reading

SPAA’s auditor accreditation program gets thumbs up

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The Federal Government’s recognition of the SMSF Professionals’ of Australia (SPAA) auditor accreditation program (SSAud) as an approved audit qualification is a win for true professionalism, says SPAA CEO Andrea... Read more continue reading

The Trust Company report finds only 50% of NFPs have a formal investment strategy

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Australian not-for-profit organisations (NFPs) have experienced greater demand for their services post the Global Financial Crisis (GFC), however only 50% have a formal investment strategy in place to support their... Read more continue reading

Hyperion’s Small Growth Companies Fund records strong growth

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Hyperion Asset Management has reported that in the 12 months to 30 November 2012, its Hyperion Small Growth Companies Fund returned 30.94% after fees, outperforming its benchmark by 32.14%. The... Read more continue reading