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IGF Timeline
Criada
Jason Choy
⟶ Atualizado 27 nov 2019 ⟶
List of edits
Comentários
Eventos
AIA NZ's Tactical Asset Allocation Deferral expiry
AIA NZ to seek IC Endorsement for Adoption of following Standards: - IAA / IAP - Resource Review - Custody
AIA Group GIPS Implementation
AIA Group Project Ocean - BlackRock Aladdin Implementation Phase 1
Deferral Expiry of Pre-Trade Standard
Asset Mandates Completed
Contact Sam Wong / Group Middle Office to review Asset Mandate Reference Index
Dan to arrange for his team to help facilitate AIA NZ's Portfolio Mandate workpiece
Seek Exceptions / Partial Exceptions / Deferrals for the following: - Mandate - Pre-Trade - Post-Trade - Tactical Asset Allocation - Administration of IGF Standard
Exception / Deferrals Expiry for following Standards: - Mandate - Post-Trade - Administration of IGF Standard
Dan to engage in conversations with Kevin, Mark and Group to clarify AIA NZ's operations and IGF Compliance timline
AIA NZ to establish plan for completion of Governing Document
AIA NZ to undertake due diligence to implement Bloomberg for Backup compliance alerts
Mercer Contract Renewal