ESG ratings may mislead investors on low carbon objectives

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New research reveals that the effectiveness of targeting low carbon emissions in equity portfolios can be almost entirely wiped out when putting a large emphasis on other ESG considerations. A... Read more continue reading

Zenith Investment Partners has once again awarded the PAN-Tribal Global Equity Fund its highest possible rating

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PAN-Tribal Asset Management today announced its PAN-Tribal Global Equity Fund has once again maintained its Highly Recommended rating following Zenith’s recent review of the global equity fund sector. This is... Read more continue reading

Retirement Survey shows inflation has eroded retirement confidence in Australia

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The current inflationary environment has prompted more than half of Australians to rethink their retirement, with potential consequences for Australia’s $3.5 trillion superannuation sector and future workforce, according to the... Read more continue reading

Lonsec awards highest Sustainability Score to ECP Growth Companies Fund

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Copia Investment Partners has announced that the ECP Growth Companies Fund has been awarded a Sustainability Score of 5 Bees by Lonsec. This is Lonsec’s highest score, and it augments... Read more continue reading

Advisers embrace cash and fixed income amid historically fast interest rate hike: 2023 Adviser Product & Marketing Needs Report

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Leading financial services industry research firm Investment Trends releases its 16th edition of the 2023 Adviser Product & Marketing Needs Report. Providing an in-depth analysis of advisers’ evolving investment product... Read more continue reading

La Trobe Financial’s 12 Month Term Account given ‘Recommended’ rating by Lonsec

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La Trobe Financial, Australia’s leading alternative asset manager, has announced that leading independent rating agency Lonsec has affirmed its ‘Recommended’ rating of the flagship 12 Month Term Account of the... Read more continue reading

M&A activity cools as higher interest rates hit deal appetite

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Australian merger and acquisition (M&A) deal activity was subdued in 2022-23 as higher interest rates and inflation forced up the cost of capital and cooled investors’ appetites for making acquisitions,... Read more continue reading

LexisNexis Risk Solutions study reveals global financial crime compliance costs for financial institutions totals more than U.S.$206 billion

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LexisNexis® Risk Solutions released its annual True Cost of Financial Crime Compliance Report. The study examines how financial institutions navigate the expenses and challenges tied to evolving financial crime compliance... Read more continue reading

Zenith initiates coverage of the Plato Global Alpha Fund

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Plato Investment Management (Plato) is pleased to announce the Plato Global Alpha Fund (the Fund) has received a ‘Recommended’ rating from Zenith Investment Partners.  It is the leading research house’s... Read more continue reading

Research reveals rising cost of living keeps older Australians awake at night

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New research by National Seniors Australia and Challenger reveals the majority of older Australians are increasingly concerned over rising costs of living, with four in five reporting it had negatively... Read more continue reading