SERVICE

SERVICE

Case study of Know Your Distributor DDO solution

PX Partners have launched 'Know Your Distributor' to support issuers and distributors of financial products in meeting obligations under the new Design and Distribution Obligations (DDO) regime.

SERVICE

CIPAM Credit Income Fund upgraded

CIP Asset Management's Credit Income Fund - Class A has been upgraded to Highly Recommended by Lonsec.

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Eiger Australian Small Companies Fund upgraded

The Eiger Australian Small Companies Fund has been upgraded to highly recommended by Lonsec.

SERVICE

Fortlake Sigma Opportunities Fund on Preqin honour roll

Fortlake Asset Management's Fortlake Sigma Opportunities Fund has been ranked in the top five best performing Asia-Pacific credit hedge funds in the first half of 2021 by data provider Preqin.

TAL Risk Academy and Deakin University partnership
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Case study of TAL Risk Academy and Deakin University partnership

TAL has announced an education partnership with Deakin University that will allow financial advisers who complete three modules and assessment tasks through TAL Risk Academy to be credited for a unit in the Deakin University's postgraduate financial planning course.

SERVICE

Commencer Capital Emerging Companies Fund

New investment management business Commencer Capital has acquired IEC Funds Management, the fund manager of the Investec Emerging Companies Australia Fund 1 (IEC Fund), from Investec Australia Limited, and renamed the IEC fund the 'Commencer Capital Emerging Companies Fund'.

Care & Living with Mercer (CaLM
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Care & Living with Mercer (CaLM) - Case Study

Mercer has just launched Care & Living with Mercer (CaLM) a service which will help Australians plan, implement and monitor arrangements for their living and aging care needs.

State Street ESG Risk Analytics and Reporting Solution
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State Street ESG Risk Analytics and Reporting Solution - Case Study

State Street has added another layer to its ESG Risk Analytics and Reporting Solution via a strategic engagement with S&P Global Trucost.

Iress DDO solution
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Case Study - Iress' grand plan for an industry-wide DDO solution

From 5 October this year, new design and distribution obligations (DDO) will be imposed on financial product issuers and distributors.

Frontier Advisors Climate Change Hedge
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Case Study - Frontier Advisors Climate Change Hedge

In a new research paper it is circulating to clients, investment advice consultancy Frontier Advisors is exploring how derivatives could help institutional investors further hedge against the risk of climate change and the transition to a low carbon economy.