Pallas Capital secures 4-star inaugural rating from SQM Research

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Pallas Capital has earned an inaugural superior 4-star rating for the Pallas Capital Warehouse Trust No. 3 from SQM Research, a leading independent funds rating agency. The rating qualifies the fund as High Investment Grade suitable for inclusion on most advisors Approved Product Lists. SQM Research considered Pallas Capital’s investment team and processes, corporate governance,... Read more continue reading

2021 Adviser Product and Marketing Needs Report: Buoyant markets a uniquely enabling backdrop as advisers respond to a trifecta of challenges

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Leading research firm Investment Trends has launched its 2021 Adviser Product and Marketing Needs Report, an in-depth study of asset allocation trends among Australia’s financial advisers, their views of asset managers, and various investment products. The latest Investment Trends Report highlights financial advisers’ market outlook is optimistic in line with strong asset price growth. As of... Read more continue reading

Thematic ETFs driving further growth in ETF market

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Since launching in 2001, ETFs have grown in popularity with Australian investors due to the ease of access, the lower cost compared to actively managed funds and their tracking of well known indices, both Australian and global. The Australian ETF market is now worth $122bn with over 200 different ETFs listed on the ASX.  Lonsec... Read more continue reading

Evergreen rating highlights new venture capital prospect

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Specialist alternatives investment research firm Evergreen Ratings has assigned a “Commended” rating to the Aura Venture Fund II, highlighting Aura’s strong team of venture capital specialists. Evergreen Ratings Founder and CEO Angela Ashton says Aura Funds Management has established a strong track record with its first venture fund, Aura Venture Fund I, which has produced... Read more continue reading

Survey finds Asia Pacific asset owners more progressive on implementing decarbonisation investment strategies

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Asset owners in Asia Pacific are more advanced in their approaches to decarbonisation, compared with global peers, State Street Global Advisors’ research finds. State Street Global Advisors surveyed senior executives with asset allocation responsibilities at over 300 institutions, including private and public pension funds, sovereign wealth funds, endowments, foundations and official institutions from around the... Read more continue reading

Email scams on the rise targeting Aussie businesses

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Scammers are continuing to take advantage of Australians during the pandemic, with new Westpac data revealing a 57 per cent increase in email scams targeting business customers over the last year. Business email scams occur when fraudsters trick unsuspecting victims into sending money by impersonating a business, employee, or supplier. Often businesses are most affected,... Read more continue reading

Emerging strong on shifting sands – PwC Major Banks Analysis

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Key points Cash earnings returned to pre-pandemic levels at $26.8b (from $17.4b last year), return on equity recovered to 9.9%. Adjustments to credit provisions provided a net benefit of $0.8b in FY21, a $12b improvement relative to last year ($11.2b expense). Credit provisions were $20.4b, down $2.9b yoy but still $4.1b higher than FY19. Notable... Read more continue reading

ETF Securities’ TECH ETF ‘Highly Recommended’ by Lonsec

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ETF Securities’ ETFS Morningstar Global Technology ETF (ASX Code: TECH) has been upgraded to ‘Highly Recommended’ by Lonsec. Lonsec says the fund is an efficient way for investors to gain exposure to the developed markets information technology sector, which is under-represented in the Australian equity market. It says TECH’s underlying index selection process is managed... Read more continue reading

TPT Wealth awarded ‘superior’ rating for two income funds by SQM Research

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TPT Wealth, the trustee and wealth management business of the MyState Limited group, today announced that the TPT Long Term Fund and the TPT Select Mortgage Fund have been awarded a ‘superior’ rating by independent research house SQM Research. The ratings recognise TPT Wealth’s highly experienced investment team, strong credit credentials and more than 40-year... Read more continue reading

Perennial Value receives Lonsec ‘Recommended’ rating for two trusts

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Perennial Value has received a Recommended rating from Lonsec for two of its trusts, the Perennial Value Shares Wholesale Trust (PVSWT) and the Perennial Concentrated Australian Shares Trust (PCAST). PVSWT is a value oriented, ESG aware Australian equities fund. The fund has a broad-cap focus and leverages the 20-strong Perennial Australian equities research team to... Read more continue reading