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Showing 21 - 30 of 204 results for "Pendal"

Ownership changes spur upheaval in unit trust sector

KARREN VERGARA  |  WEDNESDAY, 12 JUL 2023
... asset management, mortgage broking and wealth businesses following the Royal Commission. In terms of recent acquisitions, Pendal Group, which lost $5.2 billion, folded into Perpetual this year. It was previously part of BT Investment Management, which ...

First Sentier clients walk away with $13bn

KARREN VERGARA  |  MONDAY, 5 JUN 2023
... manager to suffer double-digit outflows during the period. Together with Magellan Financial Group, which lost $6 billion, and Pendal Group which lost $5 billion, the trio accounted for $24 billion in negative net flows. "Investors have not been immune ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... Shares Select Exclusions Index Fund ESG Betashares Betashares Global Sustainability Leaders ETF Property Australian Listed Pendal Group Pendal Property Securities Fund International Listed Bennelong Funds Management Quay Global Real Estate Fund Infrastructure ...

David Lane to leave Perpetual

CASSANDRA BALDINI  |  TUESDAY, 23 MAY 2023
... to personal and family reasons. In November, Perpetual revealed notional changes to its executive committee ahead of its Pendal Group acquisition, which has since been finalised. As part of its new executive committee, Lane who has been with the firm ...

Perpetual progresses Pendal integration

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2023
... the end of next month, while also flagging further consolidation. Providing an update to the ASX as to the integration of Pendal, Perpetual said its immediate focus has been on defining and implementing an effective operating model. The executive committee ...

Equity Trustees, OnePath dominate choice heatmap failure

KARREN VERGARA  |  WEDNESDAY, 26 APR 2023
... Superannuation Fund, and smartMonday were products marked with the lowest grade of dark red. A slew of OnePath products such as Pendal Monthly Income Plus, Perpetual Conservative Growth, UBS Defensive, and a range of its in-house options such as OptiMix ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... wholesale business to SG Hiscock. Adding to the shrinking pool of active managers, Perpetual's high-profile takeover of Pendal Group saw the latter delist at the start of the year. This frenetic pace of change in the sector has flipped investor and analyst ...

ASX chief churn increases: Analyst

CASSANDRA BALDINI  |  MONDAY, 27 MAR 2023
ASX-listed firms are experiencing a high turnover in chief executive and investors should be on the lookout. Pendal Australian equities investment analyst Elise Mckay explained the spate of leadership changes can be a warning sign of underlying issues. ...

Perpetual profits halve post-Pendal deal

CASSANDRA BALDINI  |  THURSDAY, 23 FEB 2023
... $59.3 million the prior year. It explained FY23 NPAT includes significant items relating to the transaction costs for the Pendal acquisition. Perpetual chief and managing director Rob Adams said the first half financial performance was "solid" in the ...

Perpetual, Pendal finalise merger

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
Perpetual has completed its Pendal Group acquisition and confirmed two board appointments. "We are pleased to finalise the transaction that combines two of Australia's oldest and most respected active asset management businesses," Perpetual chair ...