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Showing 111 - 120 of 7514 results for "Managed"

Unlicensed crypto investor faces jail time

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
... his company, A One Multi Services. The corporate regulator alleges that Hala encouraged consumers to establish a self-managed superannuation fund (SMSF), and to roll over their existing superannuation into the SMSF and invest it with his company. In ...

Scarcity buys stake in asset manager

KARREN VERGARA  |  MONDAY, 5 FEB 2024
... disclose the dollar value. Evidentia works with private wealth firms to build investment portfolios, specifically separately managed accounts (SMA). Founded in 2018, it now has 24 staff members based in Sydney, Melbourne, Brisbane, and New York. Evidentia ...

US investor tips $200m into Wingate

CHLOE WALKER  |  FRIDAY, 2 FEB 2024
... commitment also contributes to a total FUM growth of 42% since December 2022, and an increase in the proportion of FUM managed on behalf of institutional investors. Wingate managing director, property Nick Jacobson said: "This significant programmatic ...

PGIM names institutional client group lead

ELIZABETH FRY  |  FRIDAY, 2 FEB 2024
... traditional and alternative asset classes. With a proven track record in private alternative investments, the firm has managed multibillion-dollar client mandates on the ground, including Australian real estate equity and debt strategies via PGIM Real ...

Super funds defend controversial weapons holdings

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... Department said in the article. Many super funds are guided by ESG policies that screen controversial weapons for actively managed investments - but not for passive strategies. TelstraSuper, for example, maintains a general investment exclusion for manufacturers ...

WAM Leaders to make bid for QV Equities

CHLOE WALKER  |  WEDNESDAY, 31 JAN 2024
The investment company, managed by Wilson Asset Management, intends to make an off-market takeover bid for QV Equities Limited (QVL). The offer involves exchanging one share of WAM Leaders for every 1.4675 shares of QVE. Entities associated with WAM ...

Netwealth records $78bn FUA, flags departure

JAMIE WILLIAMSON  |  MONDAY, 29 JAN 2024
... Meantime, funds under management increased by $1.6 billion to hit $18.1 billion. Net inflows recorded were $700 million. Managed accounts also saw net inflows of $600 million, and positive market movement of $700 million to push them towards $15.5 billion. ...

Aware Super appoints head of public market equities

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... of Aware Super's $90 billion public markets portfolio, she's tasked with enhancing capabilities in systematic, managed, and direct equities. Hong will also be responsible for developing a 2030 strategy for public market equities, designed to ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... liquidity. There were also no new mandates won in the quarter, Insignia said. However, it did see strong gains in its managed accounts offering, including a record $251 million net flow in October and a 20.9% year on year increase in the number of investor ...

Super fund satisfaction improves: Roy Morgan

CHLOE WALKER  |  WEDNESDAY, 24 JAN 2024
... the improvement in recent months has been driven by impressive increases for industry funds, up 1.4% to 68.2%, and self-managed super funds (SMSFs), up 1.4% to 75.8%. In recent months, various industry funds have performed exceptionally well, Roy Morgan ...