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Showing 1381 - 1390 of 8466 results for "Managed"

Clime profits slide, poised for further M&A

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... under advice (FUA) grew by $287 million or 7% to $4.2 billion. It said direct funds under management via individually managed accounts (IMAs), separately managed accounts (SMAs) and managed funds added $98 million or 8% to $1.3 billion since 30 June ...

ClearView offloads managed investments unit

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
ClearView will solely focus its efforts on life insurance after flagging that it found a buyer for its managed investments business as it also continues to review the future of its superannuation fund. Human Financial, an investment management and technology ...

Fund selectors insulating portfolios, embrace active management: Natixis IM

ANDREW MCKEAN  |  FRIDAY, 17 FEB 2023
Fund selectors are turning to actively managed funds, bonds, private assets, and sustainable investments, according to a Natixis IM survey. Fund selectors are increasingly turning to active management as a tool for managing client portfolios, most saying ...

Netwealth reports significant growth

ANDREW MCKEAN  |  WEDNESDAY, 15 FEB 2023
... payments, was $47.4 million, up 8.1% to the pcp. Funds under management (FUM) was $14.4 billion, up 10.4% from 30 June 2022. Managed account FUM rose to $12.2 billion, a 9.5% increase over the same period. Netwealth's number of client accounts also increased ...

Fiducian expands adviser base, increases FUA

KARREN VERGARA  |  MONDAY, 13 FEB 2023
... benefit over time". During the last six months of 2022, Fiducian launched Auxilium, an in-house platform for separately managed accounts targeting independent financial advisers. It also launched Deep Green SMA in a bid to capture the ESG segment. The ...

ESG impacts on US pension funds tested

RACHEL ALEMBAKIS  |  MONDAY, 13 FEB 2023
... Fitzpatrick announcing that the Missouri State Employees' Retirement System (MOSERS) has sold all public equities managed by BlackRock. In June 2022, the MOSERS Board of Trustees directed staff to require BlackRock to abstain from voting proxies ...

Alphinity debuts two funds on the ASX

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 FEB 2023
... has returned 2.3% p.a., outperforming the benchmark by 1.1%. In addition to XASG, Alphinity has also listed the actively managed Alphinity Global Equity Fund (XALG). XALG is a long-only portfolio of 25-40 global companies that Alphinity views as undervalued. ...

Negative wholesale funds market growth continues

ANDREW MCKEAN  |  WEDNESDAY, 8 FEB 2023
... Platforms funds under administration (FUA) decreased by 4% (-$32 billion) to $769 billion in master trusts, wraps, and managed accounts. Of the major platform segments, corporate super was the sole segment with positive growth (2%), benefiting from the ...

The self-funded retiree is a misnomer: Institute

JAMIE WILLIAMSON  |  MONDAY, 6 FEB 2023
... providing a lucrative tax avoidance facility for multimillionaires." According to the ATO, there's just shy of 900 self-managed superannuation funds producing incomes of $1 million or more. "Reasonable people will disagree about the role of super in ...

Spirit Super appoints chief risk officer

CASSANDRA BALDINI  |  FRIDAY, 27 JAN 2023
... response to regulation. Prior to Spirit, Terry held the role general manager, asset finance at Commonwealth Bank where she managed the $11 billion asset finance business end to end, including operations, sales, product, and technology deployment. The ...