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Showing 91 - 100 of 149 results for "Global SMA"

First State Super awards global microcaps mandate

ALEX BURKE  |  MONDAY, 23 OCT 2017
First State Super has awarded a large mandate to a specialist manager of global microcap equities. EAM Global Investors, part of Pacific Current Group's multi-boutique suite, manages global small and microcap strategies on behalf of institutional investors. ...

Powerwrap names new chief executive

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
The chief executive of Bennelong Wealth Partners and chief operating officer of one of the largest single family offices in Australia will be the next chief executive of Powerwrap. Following the resignation of Cormac Heffernan in December 2016, the ...

Global SMA rated superior

JAMIE WILLIAMSON  |  FRIDAY, 31 MAR 2017
A separately managed account portfolio providing investors with exposure to major tech disruptors was awarded a superior investment grade rating from SQM Research. The Loftus Peak Global Change Model Portfolio was awarded four out of a possible five ...

Arnhem SMA rating receives upgrade

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... Arnhem Investment Management's global separately managed account was upgraded in its latest round of reviews. Arnhem's global SMA, the Australia+ SMA, is now 'Recommended' by the ratings house, with Lonsec highlighting its "highly appealing product design" ...

Pengana boosts adviser distribution footprint

ALEX BURKE  |  MONDAY, 5 DEC 2016
Throughout 2016, Pengana Capital built out a nine-person business development and client service team targeting the financial adviser market. The firm's six active equity strategies, which collectively hit a $2 billion funds under management milestone ...

EAM Investors wins first Australian mandate

MARK SMITH  |  TUESDAY, 11 OCT 2016
Pacific Current Group's specialist global small and micro-cap boutique manager, EAM Investors, has won its first Australian institutional mandate. IOOF Investments has added the fund manager's Emerging Markets Small Cap Strategy to its IOOF MultiMix ...

Global SMAs get Lonsec approval

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2016
A boutique equity fund manager has become the first Australian fund manager to have two global SMAs rated by an Australian research house. Arnhem Investment Management's recently launched Australia Plus and Global Growth SMA strategies have received ...

Mercer funds added to two platforms

MARK SMITH  |  WEDNESDAY, 10 AUG 2016
Five Mercer multi-manager funds have been added to the Macquarie Wrap and HUB24 superannuation and pension platforms, broadening Mercer's strategic relationship with the retail investor market. The funds include: Mercer Conservative Growth, Mercer Defensive ...

Small-caps can improve investment trade-offs

DARREN SNYDER  |  TUESDAY, 31 MAY 2016
There is a case for global small-cap equities in Australian balanced portfolios to improve return and risk trade-offs according to a new joint research paper. The analysis suggests that an unhedged global small-cap stock allocation, weighted up to 5% ...

Pengana absolute return fund shifts to daily pricing

WHITNEY FITZSIMMONS  |  MONDAY, 4 APR 2016
Australian funds management group, Pengana has announced that its Pengana Absolute Return Asia Pacific Fund (PARAPF) has moved to daily pricing. The move brings the fund's pricing, and processing of applications and redemptions in line with the rest ...