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Showing 1 - 10 of 11 results for "Smarter Money Investments"

Pinnacle acquires third-party distributor

KANIKA SOOD  |  THURSDAY, 9 SEP 2021
... include PrimeWest, Corval, Epsilon Direct Lending, Realside, Monash Investor's and Coolabah's Smarter Money Investments. In the past it has worked with French quant manager CFM. The Winston acquisition follows Pinnacle's decision to spend ...

Pinnacle buys stake in Coolabah

KANIKA SOOD  |  THURSDAY, 12 DEC 2019
... Roughly 20% of this is on behalf of industry funds, while the remaining is for retail (including its Smarter Money Investments brand) and smaller institutions. "Partnering with CCI is totally consistent with Pinnacle's strategy - we regard Chris ...

Coolabah buys retail fund manager stake

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... ownership of a retail fund management business it developed as a joint venture with Yellow Brick Road. Smarter Money Investments offers fixed income and cash strategies managed by Coolabah. It had more than $ 1 billion in funds under management at June ...

Skyring names new head of distribution

ALEX BURKE  |  TUESDAY, 13 MAR 2018
Skyring Asset Management has appointed a new head of distribution. Sam Benjamin joins Skyring from Smarter Money Investments, where he was an investment consultant. Prior to that, he was a regional sales manager in New South Wales and Western Australia ...

Smarter Money funds get Lonsec tick

ALEX BURKE  |  THURSDAY, 20 APR 2017
Two Smarter Money Investments funds have been given a "recommended" rating by Lonsec. The Smarter Money Active Cash (SMAC) strategy was upgraded from "investment grade" by Lonsec as a result of the research house's "high regard for the fund's senior ...

Coolabah Capital hires former Energy Super chair

ALEX BURKE  |  TUESDAY, 11 APR 2017
... Joye said. Coolabah was founded in 2011 and is 75% owned by its investment team. It has a 50% stake in Smarter Money Investments, and manages Smarter Money's $1 billion in investment portfolios and institutional mandates.

YBR boutique wins $50 million mandate

ALEX BURKE  |  FRIDAY, 20 MAR 2015
Boutique fixed income manager Smarter Money Investments, a joint venture between Coolabah Capital Investments and Yellow Brick Road, has been awarded a $50 million institutional mandate. SMI's Smarter Money Active Cash Fund (Assisted Units) also received ...

Smarter Money Investments added to BT Wrap

STAFF WRITER  |  WEDNESDAY, 28 JAN 2015
The Smarter Money Investments (SMI) flagship cash fund has been added to the BT Wrap Platform and is now available on six other platforms for advisers and their clients inside and outside superannuation. The Yellow Brick Road (YBR) funds management ...

YBR's cash fund receives new ratings

JAMES FERNYHOUGH  |  WEDNESDAY, 8 OCT 2014
Yellow Brick Road's newly branded funds management business Smarter Money Investments has received two ratings for its Smarter Money Active Cash Fund. Australia Ratings, a new credit rating agency founded by former Standard & Poor's Managing director ...

YBR Funds Management rebrands, launches new fund

JAMES FERNYHOUGH  |  MONDAY, 29 SEP 2014
Yellow Brick Road (YBR) has rebranded its funds management business under the new name 'Smarter Money Investments Pty Ltd' (SMI). The rebranding also coincides with the launch of a new fixed income fund, Smarter Money Higher Income Fund, which focuses ...
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