All Articles tagged with 'Kathryn Saklatvala'

You are in Posts tagged 'Kathryn Saklatvala'

Global asset owner survey finds investors re-prioritising allocations amid geopolitical uncertainty and rapid digitalisation

Independent global investment consultancy, bfinance, has released its biennial global asset owner survey, identifying the priorities of more than 300 senior investors, with a combined AuM of over US$7 trillion

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25 Nov 2024

Surge in investor demand for diversification

The latest Manager Intelligence and Market Trends report from independent global investment consultancy, bfinance, has found that investors are increasingly looking to improve diversification across regions, styles, and market caps

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19 Nov 2024

bfinance Endowment & Foundation Investment Survey reveals that high inflation and market volatility has brought new pressures for ‘non-profit’ asset community

A new survey conducted by the independent global investment consultancy, bfinance, on the topic of endowment and foundation investment has revealed a challenging investment climate, asset allocation intentions, and the

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06 Dec 2023

Fees for super funds and investors on the rise

A new asset owner survey conducted by the independent global investment consultancy, bfinance, has found that investors across the globe are grappling with cost management challenges amid persistent inflation, heightened

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04 Jul 2023

Inflation and Russia-Ukraine Crisis causes shift in ESG approach, asset class exposures: Investor snap poll

Key points: Nearly half of investors had direct exposure to Russia heading into Q1 2022, of which 45% have either fully exited or are trying to do so. 39% of

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13 Apr 2022

Institutional asset management fees have fallen significantly across asset classes

A new study from bfinance, the independent investment consultancy, has revealed that institutional asset management fees have fallen significantly in a number of asset classes – particularly certain ESG or

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23 Nov 2021

bfinance Wealth Manager Survey identifies major shifts in ESG integration, new technologies and use of alternative investments

A new survey from bfinance, the independent investment consultancy, has identified significant changes in wealth managers’ investment capabilities and practices. Firms are innovating to as they fight to maintain market share and profitability in an

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03 Sep 2021

New bfinance ESG asset owner survey shows rapid growth in ESG investment activity across different asset classes, carbon reporting, impact focus

With investors focusing more on ESG Kathryn Saklatvala investment matters than ever before, a new global study from bfinance, including 26 respondents from Australia, tracks key changes in implementation practices

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23 Feb 2021

New bfinance asset owner survey: 82% satisfied with performance during pandemic, investors see opportunities, not obstacles

Following the quickest equity market drawdown in history in Q1 2020 and with government deficits skyrocketing to formerly inconceivable levels, bfinance has conducted its mid-year Asset Owner Survey to ascertain

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29 Jul 2020

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CPD: Australian bank hybrids – navigating the transition to alternative income sources
Key takeaways Expanding beyond domestic hybrids to a global fixed income opportunity set can unlock better returns and greater diversification. To match the expected return from hybrids, only 25% of [...]
CPD: Climate – the $50 trillion investment opportunity
For advisers and their clients, few themes rival the scale, urgency and long-term significance of climate change. Just as the rise of the internet revolutionised global markets over the past [...]
CPD: Ethics and inappropriate advice
Inappropriate financial advice exists on a spectrum, ranging from relatively minor oversights to serious breaches of professional duty. At one end, a client may simply misunderstand or misrepresent their risk [...]
CPD: Cookie-cutter financial advice – lessons for advisers
Introduction “Cookie-cutter” advice refers to generic, templated financial advice that is not tailored to an individual client’s circumstances. Because they are not personalised to a client’s ‘objectives, financial situation and [...]
CPD: Tax and philanthropy
Philanthropy offers a dual advantage: it supports charities, not-for-profits, and community groups while also providing tax benefits to the donor. This article, proudly sponsored by Allianz Retire+, examines the benefits [...]