Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 101 - 110 of 666 results for "Asset consultant"

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
Managed accounts assets jumped 19% in the year to June to reach a record high of $161.7 billion. This is according to the latest Institute of Managed Account Professionals (IMAP) and Milliman figures, which canvassed 48 firms in their survey. Separately ...

IMAP names annual award winners

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2023
The Institute of Managed Account Professionals' (IMAP) judging panel named winners across nine separate categories. IMAP held its annual awards ceremony on August 24, saying that the quality and number of entries has continued to grow with each ...

Multiple moves in Aware investments team

ELIZABETH FRY  |  FRIDAY, 11 AUG 2023
... management and chief operating officer for investments, Aware Super has lost one of its key portfolio managers to an asset consultant. Evidentia Group has appointed Jo Cornwell as head of manager research and a member of the investment committee. She ...

JANA picks Rimes for tech

CASSANDRA BALDINI  |  FRIDAY, 7 JUL 2023
The asset consultant has selected enterprise data management firm Rimes to assist in delivering strategic technology solutions and better serve clients. JANA will onboard the Rimes Matrix solution and said it's a "critical component" aiding its ...

Rest appoints WTW as asset consultant

CASSANDRA BALDINI  |  MONDAY, 26 JUN 2023
The super fund has appointed Willis Towers Watson (WTW) as its asset consultant to the board and board investment committee. The appointment will commence on July 1 and follows a competitive tender process that began in October 2022. Rest said JANA ...

Frontier overhauls research function

ELIZABETH FRY  |  FRIDAY, 2 JUN 2023
... the debt and currency team changes to defensive assets and private markets, reflecting a shift in focus. The asset consultant will continue to cover bonds, currency and derivatives and expects to devote more resources to those asset classes. Iain McMahon ...

Consulting triopoly dominates NFP super

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2023
Australia's top three asset consultants dominate the not-for-profit superannuation sector, serving 84% of the market. According to Rainmaker Information, JANA, Frontier and Willis Towers Watson (WTW) now control 84% of the advised NFP superannuation ...

Frontier Advisors tops asset consultant ranking

ANDREW MCKEAN  |  MONDAY, 17 APR 2023
... the Peter Lee Associates survey of Australian institutional investors, Frontier has kept its place as the top asset consultant in the country. The Peter Lee Associates survey collected opinions from around 100 chief investment officers, chief executives ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
As fund research plays a critical role in helping financial advisers make conflict-free product recommendations, what bearing do rating houses have in helping them meet their obligations? According to Main Street Financial Solutions principal and private ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
In the six months to 31 December 2022, funds under management (FUM) in managed accounts increased to reach a new high of $144.5 billion, according to the latest data by the Institute of Managed Account Professionals (IMAP) and Milliman. This is up 9.8% ...