Fund People Update

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  • QSuper/Sunsuper merger executive team announced

  • IIG loses head of capital raising and investor relations

  • Citi promotes head of capital markets

  • FSC and AFCA appoint life code compliance committee chair

  • AFCA appoints lead ombudsman, insurance, small business

  • Rest welcomes new CFO

  • KPMG appoints new National Executive Committee

  • BlackRock joins institutional and retail distribution teams

  • IFM Investors welcomes new board member

  • IOOF appoints chief asset management officer

  • UniSuper welcomes new CEO

  • Future Fund appoints board member

  • LGIAsuper CEO position filled, leadership team announced

  • JANA welcomes head of sustainability

  • WTW director of investment research for private markets departs

  • AMP executive retiring

  • Praemium CEO departs

  • ASX deputy CEO resigns

  • AIST Trustee of the Year 2020

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Fund People Update

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  • Funds SA welcomes asset allocation director

  • JANA appoints head of tech and operations

  • Australian Ethical appoints head of asset allocation

  • Frontier Advisors appoints head of alternatives and derivatives

  • Pendal farewells group CEO after more than a decade

  • Leadership changes at QSuper and Sunsuper due to merger

  • Equity Trustees loses head of corporate trustee business

  • Mine Super CEO stepping down

  • Lonsec CEO departing

  • Energy Super CEO leaving ahead of merger

  • Class CFO moving on

  • HUB24 director and co-founder departs

  • PFL/AFA Company of the Year Awards 2020 - winners and finalists

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Fund People Updates

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  • Legalsuper welcomes member experience executive

  • Australian Unity appoints GM of investment and origination

  • HESTA welcomes head of portfolio management

  • U Ethical welcomes ESG specialist, portfolio manager

  • MTAA and Tasplan post-merger CIO announced

  • Sunsuper reorganising, loses head of fixed income and currency

  • BUSSQ CEO retiring

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Fund Product, Company and Regulatory Updates as at 12 May 2020

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  • T. Rowe Price launches new high-income fund

  • Ares and Fidante joint venture bears fruit

  • BetaShares launches new ETF

  • CFS shutters fund, investment options

  • NN2 Capital launches new hedge fund

  • JANA expands service offering to advice firms

  • QSuper and Sunsuper merger delayed

  • Westpac reviewing business units

  • ISA and ME Bank in urgent hearing

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Fund People as at 21 January 2020

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Fund People as at 21 January 2020

  • HESTA appoints chief advice officer, chief risk officer

  • GROW Super appoints deputy CEO

  • First Super appoints co-chair

  • Acadian AM appoints vice president of product and wholesale markets

  • ASX appoints new directors

  • Sunsuper appoints directors

  • MyState CEO resigning in July

  • Aurora FM CFO resigns

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Fund Product, Company and Regulatory Updates as at 12 November 2019

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Fund Product, Company and Regulatory Updates as at 12 November 2019

  • Willis Towers Watson launches global equities fund

  • Auscap AM launches global equities fund

  • K2 AM closing global equities fund

  • BT shutters two funds

  • Sunsuper and QSuper in merger talks

  • QWL assets frozen

  • ASIC takes action against superannuation trustee, promoter, director

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Fund Product, Company and Regulatory Updates as at 1 July 2019

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Fund Product, Company and Regulatory Updates as at 1 July 2019

  • Hostplus launches new SMSF solution

  • Vanguard drops fund fees

  • Fidelity launches company rating system

  • OpenMarkets launches trading platform

  • Sunsuper cuts fees

  • GuildSuper and Childcare Super increase group insurance premiums

  • Clime Capital and CBG Capital to merge

  • MTAA Super and Tasplan consider merger, Statewide Super quits merger talks

  • AIC accepts EU from CBA

  • APRA tightening super fund acquisition regulations

  • ASIC extends suspension of BBY AFS licence

  • ASIC seeking feedback on new product intervention powers

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Fund Product, Company and Regulatory Updates as at 4 June 2019

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Fund Product, Company and Regulatory Updates as at 4 June 2019

  • Perennial launches active ETF with an ESG strategy

  • Legg Mason launches new ‘deeper green’ ESG fund

  • Moelis Australia launches insto credit fund on the ASX

  • BetaShares launches Indian ETF

  • SSGA to launch ETF model portfolios

  • Alleron IM relaunching brand

  • MLC Life appointed group insurer by Maritime Super

  • Cartel class action launched against major institutional investors

  • Natixis joins Future Females in Finance

  • Sunsuper integrates CBH Super in another merger

  • Blue Sky placed into receivership

  • NAB sells Ausmaq to German group

  • APRA zeroing in on IOOF group companies

  • Aurora fund takeover bid fails

  • Macquarie Securities pays $300,000 penalty

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Fund People as at 9 April 2019

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  • Pinnacle welcomes new head of retail, marketing director, director of listed products

  • QIC appoints new chair

  • Ernst & Young appoint super and insurance expert as partner

  • Mine Super appoints new CIO

  • J.P. Morgan welcomes new CEO

  • AMP Capital appoints new local real estate head

  • Future Fund creates new deputy CIO role

  • Rice Warner changes to leadership team

  • New head of Australasia at Blackrock

  • FSC welcomes new board members

  • Sunsuper welcomes AustSafe Super’s CEO in new role after merger

  • Aberdeen loses head of fixed income

  • BUSSQ puts long-standing CIO ‘on leave’

  • IOOF loses MD in Royal Commission take-down

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Fund Product, Company and Regulatory Updates as at 26 March 2019

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  • Sunsuper rolls out new online services for advisers

  • Macquarie no longer offering SMSF residential home loans

  • Hostplus partners with Flexstone Partners on private equity emerging managers program in USA

  • MyNorth fees dropped

  • Quinn Emanuel launches shareholder class action against IOOF

  • APRA may publish worst performing super funds, trustees to expect harsher treatment

  • Perpetual launches credit income trust

  • ASIC places Endeavour and Linchpin into liquidation

  • ASIC cancels first AFSLs of those failing to join AFCA

  • ASIC obtains interim injunctions against Forex Capital Trading

  • Westpoint investors will receive $1.5 million after class action

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Fund Product, Company and Regulatory Updates as at 12 March 2019

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  • Low carbon fund launched by Russell Investments

  • Investec launches Global Environment Strategy

  • Allianz Retire+ first investment product launched

  • Loomis Sayles launches credit fund

  • BlackRock launches Australian ESG bond fund

  • Sunsuper implements advice fee caps

  • IFM Investors establishes emissions reduction targets

  • Statewide Super considering merger with WA Super and Tasplan

  • New super legislation to drop fees, consolidate accounts

  • Abu Dhabi and ASIC sign collaboration agreement

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Fund People as at 26 February 2019

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  • Macquarie Group appointments

  • Updates to leadership structure at AMP

  • Sunsuper executive restructure

  • Statewide Super welcomes new CEO

  • Class Super appoints new CEO

  • Qantas Super board shuffle

  • BTFG restructure to merge superannuation distribution teams

  • HESTA loses veteran executive, creates new role

  • Women in Super Scholarships - Applications Now Open

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Fund Product, Company and Regulatory Updates as at 12 February 2019

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  • Centuria Life launches new product suite

  • Janus Henderson shuts down Australian equities funds

  • AustralianSuper members see admin fees double

  • IAG & NRMA Superannuation Plan merging with Sunsuper

  • Online shopping for investments

  • Jade Capital AFS licence cancelled

  • ASIC launches Global Financial Innovation Network (GFIN)

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Fund Product, Company and Regulatory Updates as at 17 July 2018

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  • QSuper reduces admin fees

  • Westpac terminates SMSF loans

  • Sunsuper and AustSafe Super sign merger agreement

  • Prime Super and Combined Super talking of a merge

  • ASIC investigating Linchpin Capital Group and Endeavour Securities (Australia)

  • ASIC accepts EU from Goldman Sachs Australia

  • ASIC accepts EUs from CBA and ANZ regarding superannuation product distribution

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