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Showing 1231 - 1240 of 20076 results for "Asset"

Australia's largest real estate fundie pulls ahead of the pack

ANDREW MCKEAN  |  TUESDAY, 24 JUN 2025
... $96 billion. The survey, which covered over 100 managers with a total AUM of US$3.8 trillion, also found that Australian asset managers' real estate holdings stood at $330 billion in 2024. This was an 18.1% increase from the $279 billion recorded in ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
Shaw and Partners Financial Services, a subsidiary of EFG International, has acquired a 75% stake in Auckland-based Investment Services Group (ISG) for NZ$67.5 million ($62.5m). The move brings Shaw and Partners Financial Services' assets under advice ...

Global X scales higher on the ETF issuer podium

ANDREW MCKEAN  |  MONDAY, 23 JUN 2025
... X has launched four new ETFs this year, bringing its Australian portfolio to 45 ETFs. The firm, which is owned by Mirae Asset Financial Group, is also charging forward with plans for more launches in the second half of the year, targeting lower-cost ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... if SMSF trustees have extensive investment experience, an SMSF is still regarded as a retail investor if the fund's asset base is below $10 million, AFCA lead ombudsman Shail Singh and senior ombudsman for investments and advice Patrick Hartney say. ...

US-Iran tensions send markets into panic mode

ELIZA BAVIN  |  MONDAY, 23 JUN 2025
... these products are starting to shape global price discovery. We expect that role to expand-across both commodities and other asset classes." Despite the serious escalation in the Middle East, Tuckwell warned that gold prices already appear stretched. ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
Perennial Partners is buying a majority stake in Melior Investment Management and will take over management of its flagship impact fund. Under the agreement, the Melior brand will transition to Perennial, and the Melior investment team will increase ...

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
Airlie Funds Management will shutter its Concentrated Share Fund next week following a review. Magellan Asset Management as responsible entity said: "Given the Fund's small size, which impacts the expense ratio charged to unitholders in the fund ...

Australia progresses climate transition disclosures, planning

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
... both physical and transition risks into their investment process. This includes geospatial tools that model risk at the asset level and align with disclosure frameworks such as the Task Force on Climate Related Financial Disclosures, International Sustainability ...

Green moves: Airtrunk, JPMorgan, T. Rowe Price

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... and climate expertise to meet demand and create opportunities for our clients in APAC and beyond," she added. And, global asset manager T. Rowe Price has named a head of impact fixed income, promoting Matt Lawton to the newly created role. Lawton, who ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... TCorp, most recently as head of liquid alternatives, where he managed selection and portfolio construction across multi-asset class funds, hedge funds, and alternative risk premia strategies. Ozer joined TCorp in 2011 from First Sentier, where he worked ...