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Showing 111 - 120 of 229 results for %22Pinnacle%22

Plato fund shuts down

KANIKA SOOD  |  TUESDAY, 4 JUN 2019
... Income Fund (Managed Risk) is set to close. It currently holds about $20 million in funds. The fund's responsible entity, Pinnacle Funds Services, said the closure comes as the scale fails to match the operating costs. "Pinnacle Funds Services has reviewed ...

US relaxes active ETF disclosures

KANIKA SOOD  |  TUESDAY, 16 APR 2019
... receive the portfolio holdings on a quarterly basis, like Australia, according to Sydney-based manager Antipodes Partners. Pinnacle Investment Management director of listed products Chris Meyer said the move could speed up active ETF adoption in Australia ...

Pinnacle partners with former Blue Sky executives

KANIKA SOOD  |  THURSDAY, 4 APR 2019
Pinnacle Investment Management has taken a stake in a new boutique set up by former Blue Sky executives, after it withdrew its bid to take over management of the Blue Sky Alternatives Access Fund last year. Pinnacle has partnered with Brisbane-based ...

New head of retail at Pinnacle

KANIKA SOOD  |  TUESDAY, 26 MAR 2019
Pinnacle Investment Management hired a new head of retail from Morningstar, as the incumbent moves his focus to corporate strategy. Ramsin Jajoo joined Pinnacle in February. He will manage a team of 16 and report to its founding managing director Ian ...

Pinnacle boutique opens LIT offer

KANIKA SOOD  |  MONDAY, 11 MAR 2019
A Pinnacle boutique is raising $300 million for a new listed investment trust that will invest in private debt opportunities targeting 7% net cash income per annum. Metrics Credit Partners' new trust, the MCP Wholesale Income Opportunities Trust ...

Scholarships open for women in finance and superannuation

MICHELLE BALTAZAR  |  FRIDAY, 22 FEB 2019
... Outside the associations, the industry is also pitching in. This morning fund managers Plato Investment Management and Pinnacle Investment Management announced their partnership with UQ Business School to provide nine $5000 scholarships for 2019. "There ...

Pinnacle nears $50bn milestone

DARREN SNYDER  |  FRIDAY, 22 FEB 2019
Pinnacle Investment Management saw its funds under management increase 22.9% to $46.7 billion in the six months to December 2018. And affiliate Firetrail Investments all but reached institutional investor capacity during the period. Breaking down Pinnacle's ...

Qantas Super chair steps down

KARREN VERGARA  |  TUESDAY, 19 FEB 2019
... Foundation. Lorraine Berends currently serves as an independent director for several financial services firms, including Pinnacle, BT Financial Group, Hearts and Minds Investments, Platinum and Spheria Emerging Companies. The board is expected to approve ...

Global multi-boutique eyes Australia

KANIKA SOOD  |  MONDAY, 21 JAN 2019
... non-controlling stakes in small asset managers and handles business development and administration for them - similar to Pinnacle Investment Management and Challenger's Fidante Partners. Its current lineup includes four managers: Polen Capital, Dolan ...

WAM names prospective Blue Sky LIC team

KANIKA SOOD  |  TUESDAY, 4 DEC 2018
Wilson Asset Management has reconfirmed interest in taking over the Blue Sky LIC's management after Pinnacle withdrew its offer, naming the team that will lead it. Wilson Asset Management has put forth the name of Andrew Siew from its investment management ...