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Showing 1201 - 1210 of 8465 results for "Managed"

Madison acquisitions strengthen top line

KARREN VERGARA  |  THURSDAY, 31 AUG 2023
... adviser Stephen Vick for recommending that clients roll over their existing superannuation to a newly established self-managed superannuation fund (SMSF) and borrow to invest in residential property. "The investigation has progressed and we are currently ...

The evolution of governance structures

CASSANDRA BALDINI  |  WEDNESDAY, 30 AUG 2023
... feeds into the fund's investment beliefs. "Another important aspect of investment beliefs is that ESG needs to be managed to deliver better returns to members," she said. "It's that return and risk trade-off you need to always be aware of and ...

Praemium reports strong growth in FY23

CHLOE WALKER  |  TUESDAY, 29 AUG 2023
... administration (FUA), up 9% on the year prior. It saw net inflows of $1.4 billion. As at June 30, Praemium's separately managed accounts (SMA) offering rose to $9.6 billion in FUA, having generated $865 million in net flows from an $8.1 billion base ...

Russell adds to sustainable managed portfolios

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
Russell Investments extended its sustainable managed portfolio range, adding three new options for investors. ​The additions are the conservative, diversified 50 and high-growth products. "Demand for sustainable investment solutions continues to grow ...

Unlisted asset valuation flaws complicate comparison

ANDREW MCKEAN  |  TUESDAY, 29 AUG 2023
... assets" there is a responsibility to collate all pertinent information for a "reasonable assessment." He suggested that when managed effectively, the inherent fluctuations in the business cycle should balance out in a similar fashion to a portfolio of ...

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 ...

Evolution Trustees responds to likely wholesale definition change

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... to help investment houses transition their wholesale funds to retail. The move is in response to Treasury's review of managed investment schemes and consultation on the wholesale client definition, with Evolution Trustees saying it expects wholesale ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... a fund research ratings business run by Murphy. Lioutas said it will start rating funds late this year. "The growth in managed accounts and the resulting concentration of funds flows means there's never been a greater need for quality over quantity ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... including strengthening its top position in the workplace super market, consolidating its Wrap platforms, growing its managed accounts and private equity capabilities.

Centrepoint names new chair, borrows $10m for M&A

CASSANDRA BALDINI  |  WEDNESDAY, 23 AUG 2023
... experience to capitalise on the opportunities that lie ahead," Centrepoint Alliance said. Finally, initiatives to grow managed accounts continue to progress. "Over the last 12 months the business has strengthened governance with a majority non-executive ...