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Showing 141 - 150 of 666 results for "Asset consultant"

AMP Capital executive joins asset consultant

KARREN VERGARA  |  MONDAY, 8 NOV 2021
The former head of portfolio management at AMP Capital has joined an asset consultant as a partner. Darren Beesley became a partner at Evidentia in October, following a stint as portfolio management lead for the multi-asset group at AMP Capital. Prior ...

Shaw and Partners appoints sales lead

JAMIE WILLIAMSON  |  MONDAY, 8 NOV 2021
Shaw and Partners has appointed a former Franklin Templeton and J.P. Morgan executive as director of sales and distribution, Australia. Matthew Jackson has taken on the role, responsible for strategy, business development and investor relations for ...

Unlisted asset valuation processes largely inadequate: APRA

JAMIE WILLIAMSON  |  WEDNESDAY, 27 OCT 2021
In reviewing decisions made by super funds in relation to unlisted assets early last year, APRA has found an overreliance on external parties like fund managers and asset consultants by some, possibly to the detriment of members. It also found instances ...

Frontier wins NZ client

ANNABELLE DICKSON  |  MONDAY, 18 OCT 2021
The asset consultant gained its first client in New Zealand after being appointed as investment consultant. Tauranga Energy Consumer Trust (TECT) is one of New Zealand's largest community-focused trusts with over NZ$1 billion in funds under management. ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... advisers has emerged that are not looking to set up their own managed accounts but instead are partnering with an asset consultant and outsourcing professional management. "There are still some dealer groups in the early days of getting advisers to consider ...

Pain ahead for super trustees on unlisted valuations

KANIKA SOOD  |  MONDAY, 6 SEP 2021
Last year many superannuation funds revalued their unlisted assets during lockdowns. Now APRA says most of their policies were deficient. Super funds took different approaches to the revaluations. For example, at Cbus the board devalued unlisted assets ...

YFYS spurs half to change asset mix

KARREN VERGARA  |  THURSDAY, 2 SEP 2021
Only half of superannuation funds will be prompted to change their investment profile as a result of the new Your Future, Your Super performance test, an Australian Institute of Superannuation Trustees survey shows. The poll, conducted at AIST's ...

YFYS test results not a fair representation: Frontier

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 SEP 2021
... performance, given several of the funds that were failed actually perform better than others that passed. The asset consultant, which advises on $490 billion, said while it supports the intent behind the scrutiny of underperforming funds, it worries ...

Frontier hires former Perpetual head of infrastructure

KANIKA SOOD  |  TUESDAY, 17 AUG 2021
The asset consultant has hired a former Perpetual and UniSuper head of infrastructure as a principal consultant, investment governance in a six-month contract. Brett Lazarides was NAB Asset Management's head of alternative investments, Perpetual's ...

Frontier welcomes family office specialist

JAMIE WILLIAMSON  |  THURSDAY, 29 JUL 2021
The asset consultant is adding a new senior consultant to boost the firm's family office knowledge. Meirine Giggins is joining Frontier's growing 'non-super' business, bringing over two decades of experience working with family offices and endowment ...