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Showing 1201 - 1210 of 4126 results for "Analyst"

AMP Capital shutters core equities, restructures team

ALEX BURKE  |  THURSDAY, 12 OCT 2017
... The equity income team will consist of co-portfolio managers Tom Young and Dermot Ryan (along with an as-yet-unannounced analyst); the small caps team will comprise co-portfolio manager Phillip Hudak, analyst Kent Williams and two other members currently ...

New research director joins APP Securities

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
... research director to replace Russell Wright. David Fraser joins APP Securities from Shaw and Partners, where he was a senior analyst. Prior to that, he was a senior research analyst for the transport, infrastructure and utility sectors at stockbroking ...

Less than half pass CFA exam

KARREN VERGARA  |  TUESDAY, 3 OCT 2017
More than half of new Chartered Financial Analyst (CFA) candidates failed the first level of the six-hour examination, recent results from the CFA Institute shows. Of the 63,281 global candidates who took the mid-year Level I sitting (also offered in ...

Asset managers must work on unique value

JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... States are currently offering asset allocations consisting entirely of their own underlying strategies, with Cerulli senior analyst Brendan Powers saying asset managers are looking to differentiate themselves in the wake of commoditisation and platform ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... 2015, while more than a quarter said they would like to establish a new insurer relationship in the coming year. Senior analyst King Loong Choi said the findings highlight the need for insurers to articulate a value proposition that extends across the ...

Professional investment association rebrands

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... and is part of the association's initiative to emphasise the importance of its exclusive Certified Investment Management Analyst (CIMA) certification - an international, technical portfolio construction program designed for investment and wealth management ...

Former UBS exec joins Celeste

ALEX BURKE  |  FRIDAY, 22 SEP 2017
... Management. Martin Byers specialised in emerging companies at UBS since joining in 2006. Prior to that, he was a senior equity analyst at the Royal Bank of Scotland, a technology analyst at Principal Global Investors and an equity analyst at BT Funds ...

CBA mulls CFSGAM IPO, head of wealth departs

KARREN VERGARA  |  THURSDAY, 21 SEP 2017
... CFSGAM until the end of this year. Spring joined CBA in 2009 as head of strategy and communications and prior that was an analyst to the managing director at Morgan Stanley. Michael Venter, currently the chief financial officer of international financial ...

Avenir appoints investment associate

ALEX BURKE  |  MONDAY, 18 SEP 2017
... Patricia Queipo de Llano Campomanes joins Avenir from Spanish asset manager Arcano, where she was a credit investment analyst specialising in leveraged loans and high yield bonds. Prior to that, she worked in PwC's Spanish corporate finance and debt ...

EXCLUSIVE: BTFG and Morningstar announce adviser and research partnership

DARREN SNYDER  |  THURSDAY, 14 SEP 2017
Morningstar Australasia will deliver an integrated research and technology solution to support BT Financial Group's internal research team and financial adviser network. As part of the new arrangement, BTFG's internal research team will use the data ...