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Madison Investment & Insurance Committee News

Calling for member nominations

Final call for expressions of interest to become a member of the MIIC.

The MIIC meets at least 10 times a year (generally monthly). The meetings scheduled for 2021 are as follows:

23 September (10am-12pm),

28 October (10am-12pm),

25 November (10am-12pm).

You can participate in the MIIC meetings via Zoom or join us in our office for the meetings.

If you would like to nominate to join the MIIC, please email Andrea Theouli by COB 13 September 2021. We’ll then be in touch to discuss your nomination. 

 

We would like to take this opportunity to thank all past members of the MIIC for your involvement and commitment.

If you have any questions about the MIIC, please contact Andrea Theouli or Jaime Johns.

 

Research Updates

As part of our internal research process, each month, the members of the investment team conduct formal meetings with Fund Managers. The primary purpose of the meetings:

  1. Continued monitoring of existing Approved Product List (APL) investments.
  2. Review strategies put forward by Advisers
  3. Discover new opportunities for potential APL addition

This month, the Investment Team met with Hyperion, BetaSHares Capital and VanEck. To read the latest Research Update for September CLICK HERE.

If you’re looking for previous versions of research updates go to the Knowledge Library under Research updates.

 

In this Edition

·        A message from Jaime

·        Friday Afternoon Drinks

·        Design & Distribution Obligations

·        Madison Investment & Insurance Committee News

·        The View from Clime

·        ASIC Levy – FY 21/22

·        Upcoming Webinars

·        Masterclass for Support Teams

·        Upcoming Events

·        News you might’ve missed

·        FASEA Exam Update

·        Kaplan Information

 

Go Back
[wpseo_breadcrumb]

Madison Investment & Insurance Committee News

Calling for member nominations

Final call for expressions of interest to become a member of the MIIC.

The MIIC meets at least 10 times a year (generally monthly). The meetings scheduled for 2021 are as follows:

23 September (10am-12pm),

28 October (10am-12pm),

25 November (10am-12pm).

You can participate in the MIIC meetings via Zoom or join us in our office for the meetings.

If you would like to nominate to join the MIIC, please email Andrea Theouli by COB 13 September 2021. We’ll then be in touch to discuss your nomination. 

 

We would like to take this opportunity to thank all past members of the MIIC for your involvement and commitment.

If you have any questions about the MIIC, please contact Andrea Theouli or Jaime Johns.

 

Research Updates

As part of our internal research process, each month, the members of the investment team conduct formal meetings with Fund Managers. The primary purpose of the meetings:

  1. Continued monitoring of existing Approved Product List (APL) investments.
  2. Review strategies put forward by Advisers
  3. Discover new opportunities for potential APL addition

This month, the Investment Team met with Hyperion, BetaSHares Capital and VanEck. To read the latest Research Update for September CLICK HERE.

If you’re looking for previous versions of research updates go to the Knowledge Library under Research updates.

 

In this Edition

·        A message from Jaime

·        Friday Afternoon Drinks

·        Design & Distribution Obligations

·        Madison Investment & Insurance Committee News

·        The View from Clime

·        ASIC Levy – FY 21/22

·        Upcoming Webinars

·        Masterclass for Support Teams

·        Upcoming Events

·        News you might’ve missed

·        FASEA Exam Update

·        Kaplan Information

 

Go Back