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Showing 1181 - 1190 of 8462 results for "Managed"

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... Global SPIVA Australia Scorecard. But the S&P Global SPIVA Australia Scorecard - which measures the performance of actively managed funds against their benchmarks - revealed Australian equity funds registered modest gains over the S&P/ASX 200 index in ...

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2023
... Management, and also has experience at Old Mutual and Sanlam Investments. James Gouldson also joined in May as head of managed portfolios, based in the Perth office. The changes are the result of a six-month process aimed at strengthening capabilities ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... clients, and the financial sector as a whole." Beside the launch of ICS, Viridian is also introducing a range of individually managed accounts (IMAs). The IMA solution will be overseen by a portfolio management team that collaborates closely with advisers ...

NGS Super to debut retirement income product

KARREN VERGARA  |  MONDAY, 11 SEP 2023
... their own or might want a little bit of advice," she said. "They can opt to use a suite of features, which is essentially managed through education and communication on our end. It is fuelled by our existing investment option Retire Plus." Retire Plus ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... existing loans and loan portfolios that may require restructuring expertise.​ Additionally, the fund will be actively managed and maintain a disciplined, rigorous investment approach, it added. Causeway is an established participant in the private ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... firm went into voluntary administration in mid-September 2014 following the sudden closure of its Blueprint series of managed funds. Thomas has the right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision.

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... solution, hmh onlineinvest, offers access to four diversified portfolios which cover a range of risk and return profiles all managed by the firm's financial services and investment committee, it said. Each portfolio requires a minimum of $5000 and ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs, managed funds, and shares. Meanwhile, Voyant offers holistic financial advice and wealth management software. It partnered with ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
Colonial First State (CFS) has revealed its new managed accounts offering, to be made available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest ...