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Showing 41 - 50 of 146 results for "Managers for"

CFA adds AI and fintech to curriculum

KARREN VERGARA  |  FRIDAY, 17 AUG 2018
... 9000-page curriculum up to date, and we take that task very seriously to prepare the next generation of investment managers for the demands of the global capital markets," Horan said. As at FY18, more than 10,000 Australian candidates signed up to sit ...

MetLife revamps relationship management and underwriting teams

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... management and underwriting teams. Rachel Towell and Stuart White are the latest to join the life insurer as state managers for New South Wales and ACT, and Queensland respectively. Towell was in a similar role at AIA Australia as state manager of NSW ...

Absolute returns core to building wealth: ARCO chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
... the investment style doesn't focus on beating a market benchmark like the S&P/ASX 200 - as has been the trend among managers for the last two decades. "Coming to a client and saying that we just had a really good year and we lost 10% of your money but ...

T. Rowe Price appoints head of research

KANIKA SOOD  |  WEDNESDAY, 23 MAY 2018
... underweight real estate and materials. "We expect that investors seeking risk adjusted returns will increasingly select managers for their ability to source alpha using a global lens, prudent and disciplined risk management and capacity to move quickly," ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
... managers, asking them to manage an even more concentrated portfolio for the SMAs. "It's quite a big ask because fund managers for a long time have operated on their own terms," he said. "They've said this is my product, I'm going to build ...

Lennox launches micro-cap fund

ALEX BURKE  |  MONDAY, 19 FEB 2018
... forecastable earnings." Lennox was founded in May last year by Donohue and James Dougherty, who were previously portfolio managers for the Macquarie Australia Small Company and Microcap funds.

Fintechs save time: Spot poll

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... will give consumers greater access to and control over their banking data - allowing them to share it with wealth managers for new or better services. However, giving consumers more control does not automatically translate to immediate benefit. In its ...

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
... will give consumers greater access to and control over their banking data - allowing them to share it with wealth managers for new or better services. However, giving consumers more control does not automatically translate to immediate benefit. In its ...

Robeco wins Asian equities mandate

JAMIE WILLIAMSON  |  TUESDAY, 25 JUL 2017
... value-oriented approach. "Russell Investments have been researching and hiring some of the world's leading third-party money managers for more than 45 years and we hold more than two thousand meetings each year to evaluate investment manager products ...

Barclays refunds US$97m for overcharging clients

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2017
... also failed to properly carry out an advisory service to monitor and perform due diligence on third-party investment managers for 2000 clients as represented. In another incident, it collected excess mutual fund fees from 63 brokerage clients by recommending ...