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December 07, 2021

White Paper: where are all the women?

December 07, 2021/ Jessica Lloyd

A new white paper published by Future IM/Pact examines the barriers to entry for women entering investment management, and what we can do to solve Australia’s diversity in finance problem.

Read More
December 07, 2021/ Jessica Lloyd/
Funds News
Future Impact, Gender Equality, Gender Diversity
December 07, 2021

Australian and New Zealand ESG Update

December 07, 2021/ Jessica Lloyd
  • APRA releases guidance on climate risk for industry

  • Australian Ethical launches Visionary Grants

  • GII launches impact fund for women and girls

Read More
December 07, 2021/ Jessica Lloyd/
Funds News
GII, APRA, Australian Ethical, ESG Update
December 07, 2021

Investor Confidence Index November 2021

December 07, 2021/ Jessica Lloyd

The State Street Global Markets Investor Confidence Index saw a drop of 3.6 points to 110.5.

Read More
December 07, 2021/ Jessica Lloyd/
Funds News
State Street Global Advisors, Investor Confidence Index (ICI)
December 07, 2021

Fund Product Update

December 07, 2021/ Jessica Lloyd
  • Schroders launches Australian equities fund

  • Bell AM launches sustainable fund

Read More
December 07, 2021/ Jessica Lloyd/
Funds News
Product Update, Schroders, Bell Asset Management
December 07, 2021

Fund Regulatory Update

December 07, 2021/ Jessica Lloyd
  • Christian Super instructed to merge by July

  • La Trobe ordered to pay $750k after misleading marketing accusations

  • QSuper members file class action for overcharging on life insurance

Read More
December 07, 2021/ Jessica Lloyd/
Funds News
QSuper, La Trobe Financial Asset Management, Christian Super, Regulatory Update
December 07, 2021

Fund People Update

December 07, 2021/ Jessica Lloyd
  • REST welcomes head of investment

  • Equity Trustees appoints GM of business development

  • Spirit Super farewells CEO

  • First Sentier welcomes investment head

  • Future Fund appoints chief economist

  • Money magazine Best of the Best Awards 2022

Read More
December 07, 2021/ Jessica Lloyd/
Funds News
People Update, Future Fund, First Sentier Investors, Spirit Super, Money magazine, Equity Trustees, Rest super
December 07, 2021

Fund Company Update

December 07, 2021/ Jessica Lloyd
  • QSuper and Sunsuper now known as Australian Retirement Trust

  • Aware Super finalises merger with VISSF

  • Easton renamed Diverger Limited

Read More
December 07, 2021/ Jessica Lloyd/
Funds News
Company Update, QSuper, Sunsuper, Australian Retirement Trust
December 07, 2021

U.S. Core Quarterly & Monthly Report Highlights October 2021

December 07, 2021/ Jessica Lloyd

New fund registrations increased to 88 over the course of October, up from 63 during September including 36 open-end mutual funds, 43 ETFs, five closed-end funds, and four interval funds.

Read More
December 07, 2021/ Jessica Lloyd/
Funds News
ISS, Global
December 07, 2021

Asian Monthly Insight September 2021 Highlights

December 07, 2021/ Jessica Lloyd

Assets Under Management in the Asian fund industry decreased in September 2021 to US$5 trillion.

Read More
December 07, 2021/ Jessica Lloyd/
Funds News
ISS, Asian Monthly Insights, Global
November 23, 2021

Global FlowWatch highlights - September 2021

November 23, 2021/ Jessica Lloyd

Global long-term mutual funds recorded US$201 billion in net new money during the month of September.

Read More
November 23, 2021/ Jessica Lloyd/
Funds News
ISS MI, Global
November 23, 2021

Global ETF FlowWatch highlights - September 2021

November 23, 2021/ Jessica Lloyd

Worldwide ETFs recorded US$60 billion in net flows during September 2021 amid robust investment activity.

Read More
November 23, 2021/ Jessica Lloyd/
Funds News
Global, ISS MI
November 23, 2021

U.S. Core Quarterly & Monthly Reports - October 2021 Highlights

November 23, 2021/ Jessica Lloyd

Active long-term funds have continued to garner positive demand in recent months but at a decelerating pace.

Read More
November 23, 2021/ Jessica Lloyd/
Funds News
ISS MI, Global
November 23, 2021

Global ESG Update

November 23, 2021/ Jessica Lloyd
  • 20 airlines make climate commitments

  • IOSCO urging oversight of ESG ratings and data product providers

  • Six new countries join alliance to ban new oil and gas drilling projects

Read More
November 23, 2021/ Jessica Lloyd/
Funds News
ESG Update, IOSCO, Beyond Oil and Gas Alliance, World Economic Forum (WEF)
November 23, 2021

Australian and New Zealand ESG Update

November 23, 2021/ Jessica Lloyd
  • CBA tackling abuse via transaction descriptions

  • Rio Tinto trialling biomass to replace coal

Read More
November 23, 2021/ Jessica Lloyd/
Funds News
ESG Update, CBA, Rio Tinto
November 23, 2021

Australian Cryptocurrency Update

November 23, 2021/ Jessica Lloyd
  • Research: crypto for Christmas

  • First Aussie bitcoin mine run entirely on renewables

  • AUSTRAC warns banks against debanking crypto customers

Read More
November 23, 2021/ Jessica Lloyd/
Funds News
Crypto.com, Cryptocurrency Australia, Cryptocurrency Update, AUSTRAC
November 23, 2021

Fund People Update

November 23, 2021/ Jessica Lloyd
  • Equip super welcomes new head of retirement

  • Vanguard appoints director

  • AustralianSuper welcomes director

  • Warakirri welcomes head of private wealth

  • Willis Towers Watson appoints three new leaders

  • BetaShares appoints director of responsible investment

  • FSC appoints director

Read More
November 23, 2021/ Jessica Lloyd/
Funds News
Equip, Vanguard, AustralianSuper, Warakirri, Willis Towers Watson (WTW), BetaShares, FSC, People Update
November 23, 2021

Fund Regulatory Update

November 23, 2021/ Jessica Lloyd
  • APRA releases super trustee discussion paper on financial strength

  • EISS Super must merge before end of financial year

  • AFCA review tabled

  • AMP Super under EU from APRA

Read More
November 23, 2021/ Jessica Lloyd/
Funds News
Regulatory Update, EISS, AMP Super, APRA, AFCA
November 23, 2021

Australian and New Zealand ESG Update

November 23, 2021/ Jessica Lloyd
  • New Zealand Parliament passes mandatory climate change reporting legislation

Read More
November 23, 2021/ Jessica Lloyd/
Funds News
New Zealand Government, ESG Update
November 09, 2021

State Street Global Confidence Index October 2021

November 09, 2021/ Jessica Lloyd

State Street Global Markets Investor Confidence Index has been released for October 2021, revealing a boost in investors confidence 8.4 points.

Read More
November 09, 2021/ Jessica Lloyd/
Funds News
State Street Global Investors (SSgA), Investor Confidence Index (ICI)
November 09, 2021

Fund Regulatory Update

November 09, 2021/ Jessica Lloyd
  • Dixon Advisory to pay millions in penalties

  • Government removes $450 threshold for SG for low-income earners

Read More
November 09, 2021/ Jessica Lloyd/
Funds News
Regulatory Update, Dixon Advisory & Superannuation Service, Government
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