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Showing 1111 - 1120 of 8462 results for "Managed"

A-REIT strategies outperform G-REITs

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... strategy returned 7.7% and the worst returned 6.4%. In comparison, only four out of 16% (25%) active GREIT strategies only managed to beat the average total return of passive strategies. On an annualised basis, the best-performing strategy returned 7.3% ...

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
... recently the learning and professionalism manager at AMP and over the years held various education roles. She created and managed the AMP University Challenge game and oversaw the training components of the Horizons Academy/AMP Adviser Academy program ...

Wealth managers seek better data warehouse solutions: BNP Paribas

CHLOE WALKER  |  FRIDAY, 10 NOV 2023
... management capacity." BNP Paribas has developed an AI-powered natural language processing bot called "ALiX". "We've managed to combine ALiX with our algorithmic suite in either FX or on our growing equity side, to provide clients with an incredible ...

AMP North incorporates DNR Capital, Morningstar managed portfolios

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
AMP North has broadened its investment menu, with the addition of seven new ESG and multi-asset actively managed portfolios from DNR Capital and Morningstar. The investment platform has added DNR Capital's Australian Equities Socially Responsible portfolio ...

Challenger duo joins Allianz Retire+

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2023
... value to the team, and we are especially excited to welcome them in a role sharing capacity, which they have successfully managed over the past seven years," he said. "They both have a demonstrated track record of developing successful strategies for ...

AFCA consults on advice, MIS compensation

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
... Financial Complaints Authority is seeking feedback on how it should determine compensation that involves financial advice and managed investment schemes (MIS). This includes how AFCA should determine compensation for investors affected by MIS's that ...

XTBs to be delisted following collapse

CASSANDRA BALDINI  |  TUESDAY, 7 NOV 2023
... 50 ASX-listed companies. Since its inception, XTB has continued to grow its offering. It ventured into the separately managed account space in 2017 and introduced an ESG fixed income portfolio in 2018. The XTBs were also hosted on Macquarie Wrap, HUB24 ...

BNP Paribas to sharpen efforts down under

CHLOE WALKER  |  TUESDAY, 7 NOV 2023
... producing some of the largest pools of money that we face as clients anywhere, frankly. It's money that's being managed more internally by the Australian staff head office here, with their branch offices, and it's a pool of money that's ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
Colonial First State (CFS) has scored a wealth platform and managed accounts mandate with a large financial advice firm. Viridian Advisory, which has $7 billion in funds under administration, will use CFS Edge. Having officially launched in August ...

American Century unveils new global strategy

CHLOE WALKER  |  FRIDAY, 3 NOV 2023
... the rough' that are well positioned to benefit from a transition to more sustainable business practices. The strategy, managed by global value equity chief investment officer Kevin Toney, senior portfolio manager Michael Liss, and portfolio manager David ...