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Showing 1381 - 1390 of 9863 results for "Equity"

CalPERS investment chief tenders resignation

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2023
... into some of the investments made during his tenure. Meng was found to have invested CalPERS funds into several private equity vehicles which he also had personal holdings in.

Advisers seek safe haven in fixed interest: AMP

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... on the North platform." North recently partnered with Sandstone Insights to provide advisers research on ASX stocks and equity market commentary.

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
... Pendal by Perpetual, at least three global equities funds are being terminated in November. The Pendal Diversified Global Equity Fund, the Pendal European Share Fund, and the Pendal American Share Fund will all be shuttered on November 28. The decision ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... billion. The fund said it's a marked contrast to last year's result when the challenges of the global bond and equity markets saw the Reference Portfolio lose 14.2%, and a strong performance by the super fund's active investment strategies ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
Wheelhouse Partners has rebranded its global equity strategy to reflect how investors use the fund within their alternatives allocation. The Wheelhouse Global Equity Income Fund, which has about $100 million in assets under management, is now known ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
In the first half of 2023, 55% of Australian equity funds underperformed the S&P/ASX 200 index, according to the S&P Global SPIVA Australia Scorecard. But the S&P Global SPIVA Australia Scorecard - which measures the performance of actively managed ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... Financial Standard that it has initiated an acquisition strategy to bring in advice firms that share similar values - under an equity ownership plan. It believes this expansion will allow it to reach thousands more Australians at a time when the advice ...

New head of infrastructure at VFMC

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... at VFMC and to continue to deliver great investment outcomes for our clients." Separately, Rob Mao has joined VFMC's equity team as an investment analyst. Mao brings three years of fund management experience from previous positions with Vanguard ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... goes on to say that there are multiple challenges at play when considering how to add illiquid investments such as private equity, real estate and alternative debt strategies while managing fee budgets, transaction costs, liquidity budgets and accurate ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... optimal, as investors look for increased exposure to the broadening private debt asset class. "Hancock and Gore's deep equity investment expertise complements Causeway's credit assessment and debt management skills that we believe investors will value ...