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Showing 131 - 140 of 274 results for "Investment Mandate"

Race among the advice giants: MAX

MICHELLE BALTAZAR  |  MONDAY, 16 JUN 2014
AMP, ANZ Wealth and Commonwealth Bank are the formidable trinity of industry consolidators in financial planning, according to the latest mergers and acquisitions report by Rainmaker. Rainmaker Research has collected data on the mergers and acquisitions ...

Second PM Capital LIC now trading on ASX

MARK SMITH  |  FRIDAY, 23 MAY 2014
... planners to access the opportunity through their traditionally favoured wrap platform. The Company's proposed investment mandate has been based on the guidelines of the PM CAPITAL Emerging Asia Fund (EAF), which has achieved a total return of 188.9% ...

Equity trustees beds down ANZ Trustees with new appointment

ALICE URIBE  |  MONDAY, 19 MAY 2014
Equity Trustees has created the role of head of cash and fixed income, following the April announcement that it had agreed to acquire 100% of ANZ Trustees for $150 million. Lance Pupelis, who was most recently head of fixed income at ANZ Trustees and ...

Risk management top concern for sovereign wealth funds

JAMES FERNYHOUGH  |  WEDNESDAY, 23 APR 2014
... stages in terms of how and where they can invest, but it is clear that those institutions with a more flexible investment mandate are recalculating their approach and looking to new markets and asset classes as they search for yield. "The resulting portfolio ...

La Trobe wins international awards

STAFF WRITER  |  WEDNESDAY, 5 MAR 2014
La Trobe Financial won the excellence in mortgage fund management, special category Australia award at the International Alternative Investment Review (IAIR) Global Awards in Hong Kong. La Trobe won the award for the second consecutive year. Winners ...

Federation platform adds Pengana Aussie Equities Fund

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
... generated positive returns for its unit holders in each financial year since inception in July 2008. The fund's investment mandate allows it to hold up to 100% in cash if suitable investments can't be found and a concentrated portfolio of 20-25 stocks. ...

Super behemoths set to lock horns in Supreme Court

MARK SMITH  |  WEDNESDAY, 28 AUG 2013
... internationally. "The Future Fund remains focused on the task of building and managing the portfolio in line with its investment mandate."

Future Fund denies wrongdoing in Perth Airport deal

MARK SMITH  |  TUESDAY, 27 AUG 2013
... internationally. "The Future Fund remains focused on the task of building and managing the portfolio in line with its investment mandate."

Cbus invests in Qualitas property fund

JAMES FERNYHOUGH  |  THURSDAY, 18 JUL 2013
... Cbus Property will make mezzanine debt and preferred equity investments through QREF for the period of the investment mandate, which will have access to the proprietary Qualitas mezzanine debt deal flow. "The strategic alignment with Cbus Property is ...

Arena REIT lists on the ASX

ALICE URIBE  |  FRIDAY, 14 JUN 2013
... Arena Real Estate Investment Trust (REIT) has listed on the Australian Securities Exchange (ASX). Arena REIT investment mandate including in investing in childcare, education, healthcare and government The fund is raising $75 million by the issue of ...