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Showing 1211 - 1220 of 8469 results for "Managed"

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 ...

JPMAM launches two active ETFs

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
... generate consistent income with lower volatility and is now available to investors. It is the first fixed income actively managed product in JPMAM's stable. "This strategy has the flexibility to make tactical allocations, adjusting the portfolio to manage ...

Zenith chief exits, names successor

KARREN VERGARA  |  MONDAY, 21 AUG 2023
... solutions for advisers. Before Zenith, he held senior roles at IWL as head of research and associate director, and head of managed funds research at Lonsdale. Jason Huddy joined Zenith as chief operating officer in 2019. His career began at National ...

Iress sells MFA business, reports $140m loss

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
Iress is selling its managed funds administration business and will not pay an interim dividend, opting instead to reduce debt as it progresses its transformation project. Reporting its half-year results today, Iress announced it will offload the MFA ...

Retail investors ready to dive back in: Survey

CHLOE WALKER  |  WEDNESDAY, 16 AUG 2023
... 1000 Australian retail investors holding more than $10,000 on the share market, in addition to other investments such as managed funds, property and superannuation portfolios. It revealed the intentions to increase investment over the coming year as ...

Franklin Templeton launches alternatives fund in Australia

CASSANDRA BALDINI  |  TUESDAY, 15 AUG 2023
... fund is also well positioned to take advantage of the tailwinds from a higher interest rate environment. The fund will be managed by Franklin Templeton subsidiary K2 Advisors, which specialises in managing funds within the alternative asset class, with ...

AMP North partners with Sandstone Insights

CASSANDRA BALDINI  |  MONDAY, 14 AUG 2023
... access to high-quality research, continuing the evolution of the platform," she said. Maloney added investment in North's managed portfolios range has increased from $2 billion to more than $11 billion since 2021. She said AMP will continue to invest ...