PARAMETRIC

Superannuation

A moderate level of tracking error because of environmental, social and governance investing can be at odds with desired Your Future, Your Super outcomes, according to re...

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Superannuation

A second failure of the You Future, Your Super performance test the next year was even higher as it would include nearly 90% of the same data, according Parametric Portfo...

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Superannuation

The newly launched REST Sustainable Growth Option fund’s equity allocation would be managed by Parametric and Calvert. ...

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Superannuation

Superannuation funds could be rewarded in investment performance by tax-managing its responsible investing while holding companies to account, according to Parametric. ...

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Superannuation

The Australian Labor Party might have wanted to get rid of franking credits at the last Federal Election but it is now being suggested that they should be embedded by sup...

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Funds management

The acquisition would include Parametric and Calvert and will be finalised in the second quarter of 2021. ...

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Funds management

As the current crisis is testing investment ‘truths’, Parametric has claimed gold’s expected negative correlation to equities is worth interrogating with an institutional...

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Features

The Retirement Income Review has been welcomed by many in the industry, but Chris Dastoor writes, it is still uncertain what it will mean for the industry in the long-ter...

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Superannuation

Retiree fund members would benefit twice as much if super funds cleaned up implementation leakages, according to Parametric....

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People & Products

Ty Thurgood has been appointed by Eaton Vance as director of institutional business development, Australia and New Zealand....

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People & Products

Parametric has announced three new hires of Gwen Le Berre, Benjamin Davis and Benjamin Hood....

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Superannuation

Superannuation fund segregation of members’ assets into separate accumulation and pension pools is a critical decision for trustees and needs to come down to much more th...

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Superannuation

Superannuation funds have largely ignored the after-tax investing obligations that the Stronger Super reforms embedded into the law, implementation manager Parametric has...

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Superannuation

The Productivity Commission report has missed an opportunity to show how the industry’s pre-tax investment focus might penalise members who retire on after-tax returns....

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Superannuation

Parametric has won $200 million custom global equities mandate from a large Australian superannuation fund....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 15 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 6 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 10 hours ago