Pengana appoints two executives to lead private credit offering
Pengana Capital Group has appointed Nehemiah Richardson and Charles Finkelstein as managing director and chief investment officer of Pengana Credit, respectively.
Cbus appoints CIO
Industry fund Cbus Super has promoted deputy chief investment officer Brett Chatfield to the CIO role.
Significant challenges in assessing retirement income strategies
In Part I of a two-part series, The Conexus Institute’s David Bell and Geoff Warren reveal that research into how retirement income strategies can be assessed has provided a glimpse into the Pandora’s box of challenges faced by industry, regulators and policymakers in delivering retirement income to members.
How do you assess if a retirement solution is any good?
In Part II of a two-part series, The Conexus Institute’s David Bell and Geoff Warren explain there is no single process for quantitatively assessing retirement income strategies, but there are many good practices, as outlined in new research.
Women’s ambition stymied by promotional bias in financial services sector
Despite headway made by some super funds, new research has found that the ability for women to navigate their chosen career path and realise their potential is actually diminishing.
Photo gallery Fiduciary Investors Symposium June 2023
These photos were taken at the Fiduciary Investors Symposium in June 2023 in the Blue Mountains. Registrations are open now for the Fiduciary Investors Symposium in Healesville, VIC on November 13-15, 2023: click here.
‘Winners will change’ in a period of high inflation, experts say
As markets potentially undergo a structural change to a period of persistent inflation, future growth opportunities will look very different from those of the past.
Performance test not a major challenge for ESG-focused choice products: UniSuper
Sustainability-focused superannuation funds should ask themselves hard questions if they cannot beat the federal government’s performance test benchmark, according to a senior manager at UniSuper, with choice products likely to soon be included in the test.
May adviser exam sees 63pc pass rate
Over half of candidates passed the May adviser exam, according to results released by ASIC on Friday morning. There were 122 candidates who passed out of a total of 195. Seventy-four per cent of the candidates were sitting the exam for the first time. Of those who have passed: Over 15,810 are recorded as current … Read more
Sovereign green bond issuance to attract deep pool of capital
A deep pool of investor capital is expected to flow into the country, with support mounting for the government’s planned green bond Medium Term Note program.
AMP updates North ROA and retirement calculator functions
AMP has announced two key changes to the North platform around streamlining Records of Advice and the Lifetime Super Calculator. ROAs AMP has enhanced its ROA preparation process, which will help advisers save time, improve data accuracy, and better show the impact of investment switch transactions. The ROA template contains pre-formatted tables and charts detailing … Read more
Developing affordable housing into an investible asset class
The Albanese government is keen to mobilise the $3.5 trillion superannuation industry into the fledging affordable housing market to alleviate the housing crisis in Australia.
