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Showing 1411 - 1420 of 8466 results for "Managed"

Morningstar to introduce new rating system

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2023
... of manager research ratings Annika Bradley said. "Morningstar does not expect any impact with the ratings it assigns to managed investments with this change and analyst assigned pillars and research work will take precedence over the algorithm." Ratings ...

HESTA adds US$200m to Stafford Capital private equity fund

ANDREW MCKEAN  |  MONDAY, 9 JAN 2023
... HESTA is committing a further US$200 million to the HESTA Sustainable Capital Investment Trust, a private equity program managed with Stafford Capital Partners. HESTA's additional US$200 million investment increases the total size of the program to US$450 ...

Regulator issues interim stop orders

JAMIE WILLIAMSON  |  MONDAY, 9 JAN 2023
... features of the Pivotal Diversified Fund in producing the target market determination (TMD). The fund invests in various managed funds, including hedge funds, a fund invested in residential and commercial real estate developments and a private equity ...

Former fund manager employee permanently banned

CHLOE WALKER  |  MONDAY, 9 JAN 2023
... August 2018 to August 2021. Eight IP was the sub-manager of a fund portfolio held in linked securities trading accounts (managed accounts) to which Kim had access. ASIC alleged that between 2019 and 2021 Kim caused the securities held in the managed ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
According to Rainmaker data, separately managed accounts' (SMA) footprint in the managed account sector has risen dramatically in two years. SMAs funds under advice (FUA) in the past two years increased 151%. Meanwhile, managed discretionary accounts ...

ASIC takes civil action against Firstmac

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... distributes term deposits and other investment products, including interests in Firstmac High Livez (High Livez) a registered managed investment scheme. Under the DDO, ASIC said Firstmac is required to take reasonable steps to ensure that it distributes ...

Infratil sets up Aus focused renewable energy platform

CASSANDRA BALDINI  |  FRIDAY, 16 DEC 2022
... share being A$219 million, which is expected to be invested over the next three to five years. The investment will be managed on behalf of Infratil and CSC by Morrison & Co. The board will be chaired by Morrison & Co co-partner and former Tilt Renewables ...

AustralianSuper partners with Churchill Asset Management

CHLOE WALKER  |  FRIDAY, 16 DEC 2022
... customised investment structures that align with our client's priorities, allowing us to grow our third-party separately managed account business to nearly US$9 billion." Kencel added the asset manager believes, opportunities in US middle market ...

Two more Morningstar staff depart

ELIZABETH FRY  |  FRIDAY, 16 DEC 2022
... role, and Vito Gala, Morningstar's global head of systematic strategies, will take over those strategies previously managed by Bull. The investment chief was keen to point out that these changes occurred before the subsequent integration of Morningstar's ...

Equity Trustees wins ClearLife mandate

ANDREW MCKEAN  |  THURSDAY, 15 DEC 2022
... look forward to continuing to work closely with the team." "Our expertise and years of experience with over 350 diverse managed investment schemes means we are well placed to provide trustee services for long short investment approaches across a variety ...