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Showing 101 - 110 of 3424 results for "Scale"

Morningstar names most compelling funds

ELIZA BAVIN  |  MONDAY, 30 MAR 2026
... Australian equities has become increasingly selective over the past several years, with flows reflecting a clear preference for scale, liquidity, and implementation efficiency," the report said. "Passive strategies (whether they are an exchange-traded ...

Potential US recession in three years: Global insurers

KARREN VERGARA  |  FRIDAY, 27 MAR 2026
... have the strongest inclination to increase allocations to US assets, but this is offset by similarly elevated intentions to scale them back, resulting in a nearly neutral net outcome (-1%). EMEA, meanwhile, is tipped to reduce US asset allocations leading ...

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... everyday client portfolios. "Manager selection is critical in private markets, where outcomes can vary widely. Our global scale and research capability allows us to identify high-quality opportunities from leading managers, making them accessible in ...

Contact Asset Management terminates sole fund

JAMIE WILLIAMSON  |  WEDNESDAY, 25 MAR 2026
... Management began winding up its Australian Ex-50 Fund earlier this month following a review of the strategy. After looking at its scale and future growth prospects, the manager determined the fund had not achieved sufficient scale to effectively implement ...

U Ethical chief executive departs, successor named

MATTHEW WAI  |  WEDNESDAY, 25 MAR 2026
... private capital platform for fund managers and sophisticated investors. U Ethical said the appointment will be integral to scale its investment platform and expand reach across Australia's institutional and wholesale investor markets. Pearse said ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... ASIC chair Joe Longo has admitted that failures hit the wealth management ecosystem far and wide and reached an "industrial scale" that implicated research houses, trustees, lead generators, auditors and licensees. What has come to the fore is that all ...

Severe underperformance sees Polen Capital funds wound up

JAMIE WILLIAMSON  |  TUESDAY, 24 MAR 2026
... Capital's sustained underperformance of the funds relative to their benchmarks, and the funds not achieving sufficient scale to be cost-effective for investors," Montgomery Investment Management said. The decision to terminate also comes after Fundhost ...

BNP Paribas AM to turbocharge $2.6tn AUM by 2030

KARREN VERGARA  |  FRIDAY, 20 MAR 2026
... ambition is to strengthen our position as one of the most powerful European investment platforms. By combining quality and scale across public and private markets and the strength of the BNP Paribas ecosystem, we are uniquely positioned to connect savers ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... an advice platform for the intelligence era formed part of the group's broader 'Road to 200 strategy' to help practices scale up and boost the number of clients they could efficiently serve. He added this is the most significant technology offering by ...

Rest 'diversifies its diversifiers' with US neighbourhood malls

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
Rest has invested US$250 million in the US Cities Retail Fund (USCRF), managed by Nuveen Real Estate, broadening its exposure to retail property. USCRF invests in neighbourhood shopping centres in major US markets. Rest head of real assets for investments ...