News & Insights

King & Shaxson launches ethical portfolios

20/06/2022 - Product news

The service will include five fund-of-fund portfolios and four direct equity portfolios covering a range of risk levels, from Cautious to Adventurous, and are ethically screened from Light Green to Dark Green. Wayne Bishop, King & Shaxson CEO of Ethical Investing, commented, “Ethical investing is at the heart of everything we do, this is our..

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Proposed divestment of Praemium’s International business

20/06/2022 - In The News

Further to its announcement on 20 May 2021, Praemium Limited has finalised the strategic review of its international operations (the Business) which recommended divestment of the Business through a formal sale process. The Praemium Board has met and supports this recommendation. The proposed divestment will allow Praemium to focus its financial and leadership resources on..

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Morningstar to acquire Praemium’s UK & International Business

20/06/2022 - Press releases

Melbourne and London (21 December 2021) – Morningstar (Nasdaq: MORN) and Praemium Limited (ASX: PPS) have reached an agreement for Morningstar to acquire 100% of Praemium’s operations in the United Kingdom, Jersey, Hong Kong, and Dubai. The consideration for the transaction will comprise cash of £35 million, subject to completion adjustments. “Praemium has a fast-growing..

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How might open-ended property fund proposals affect platforms?

20/06/2022 - Feature articles

For almost five years now, investors in open-ended property funds have experienced a rough ride. Problems first surfaced in summer 2016 with property fund managers forced to suspend trading in response to floods of redemption requests after the UK’s vote to leave the EU. Despite most funds reopening their doors over the following year, just..

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