All Articles tagged with 'Yolanda Beattie'

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Future IM/Pact expands wealth partnerships; welcomes industry stalwart Brian Delaney

From Future IM/Pact

Future IM/Pact has announced the expansion of its wealth management partnerships with Morgan Stanley, Morgans Financial, Evans & Partners, and Canaccord Genuity joining the initiative. These firms join foundation private

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14 Mar 2025

Intergenerational wealth transfer to women poised to bridge gender gaps in Australia’s Private Wealth sector

From Future IM/Pact

Australia’s private wealth sector must deepen its commitment to attracting and developing future female investment advisers to meet the changing demands of clients, with women set to be the primary

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08 Aug 2024

Momentum builds behind Australian initiative to grow diversity in investment management

From Future IM/Pact

The industry initiative dedicated to building gender-balance within Australia’s largest investment managers continues to grow, as Future IM/Pact announces an exclusive recruitment partner, and signs three more influential local investors.

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21 Mar 2023

Australia’s largest investors connect the dots between diversity and investment outcomes

From Future IM/Pact

Future IM/Pact has announced four new partners of its program to improve diversity in Australian investing: the $105bn UniSuper, $150bn Aware Super, $83bn Pinnacle Investment Management and $2bn TDM Growth

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30 Aug 2022

VFMC and CFA Societies Australia join initiative to attract more women into investments

From Future IM/Pact

State-owned asset manager Victorian Funds Management Corporation (VFMC) and CFA Societies Australia are the latest organisations to join Future IM/Pact – an industry campaign building a pipeline of future female

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12 Apr 2022

Large super funds leading gender equality progress for Australia’s $4+Trillion investment sector

From Future IM/Pact

Australia’s investment management sector remains one of the most male dominated professions in the country – but changing dynamics are finally seeding change for women seeking a career as professional

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03 Dec 2021

Future female investors shine in new National Investment Competition

From Future IM/Pact

Students from Australia’s leading universities have blown away industry veterans at the first national student investment competition run by Future IM/Pact – an industry initiative aimed at attracting more diverse

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21 Oct 2019

Asset managers support push for more women

From Future IM/Pact

Diversity initiative Future IM/Pact continues to build support across Australia’s investment management sector, signing three major investment management firms to its growing partner community. Launched one year ago, Future IM/Pact aims to

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30 Jul 2019

New partners join Future IM/Pact campaign as industry rallies to boost diversity

From Future IM/Pact

Future IM/Pact has signed two new partners ahead of its first major student networking events for 2019 happening in Sydney and Melbourne this week. Challenger Limited and Macquarie Securities are

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19 Mar 2019

Mercer unites key industry players to attract diverse talent in investment management

Key players in the investment management industry have joined forces to launch Future IM/Pact – an employee value proposition aimed at attracting more diverse talent into investing roles with an initial focus

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01 Aug 2018

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]