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Showing 141 - 150 of 379 results for "Equity Portfolio"

Tax strategies boost retirement savings: Research

KARREN VERGARA  |  WEDNESDAY, 21 FEB 2018
... Parametric. The firm's latest research debunks the myth that trying to achieve tax efficiency within a super fund's equity portfolio is 'chasing fool's gold'. It largely quantifies savings of up to 7.2%, Parametric said. Researchers used two hypothetical ...

Global firm builds Aussie equities team

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
A global investment manager appointed four new portfolio managers to its Australian equities team, joining from the likes of Vanguard, BlackRock and IFM Investors. Joining Invesco's Melbourne-based Invesco Quantitative Strategies (IQS) group are Neil ...

Vontobel expands distribution footprint

KARREN VERGARA  |  FRIDAY, 12 JAN 2018
Fresh from winning an Australian fixed income mandate, Vontobel Asset Management has appointed a distribution specialist to strengthen its commitment to the local market. Andreas Faeste will be responsible for broadening the boutique investment manager's ...

First Aussie fixed income mandate for global manager

DARREN SNYDER  |  MONDAY, 8 JAN 2018
A global asset manager with Swiss heritage landed its first Australian fixed income mandate recently as a wealth management firm announced the latest additions to its multi-manager suite. Vontobel Asset Management will run an emerging markets debt mandate ...

DomaCom secures first integration

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
Fractional property investor DomaCom has announced its first integration, allowing financial advisers to automatically include DomaCom sub-fund investments in client reports. DomaCom has entered into an agreement to integrate its property sub-funds ...

Mainstream renews boutique fund administration mandate

EMMA RAPAPORT  |  FRIDAY, 10 NOV 2017
Global fund administrator Mainstream Fund Services has renewed one of its long-standing mandates, allowing the firm to deliver fund administration services to an Australian boutique manager. Following a comprehensive review of operations, Mainstream ...

First State Super appoints head of investment strategy

ALEX BURKE  |  WEDNESDAY, 25 OCT 2017
... "Our recently completed review focused on higher returning niche strategies to improve outcomes in our global equity portfolio, the case for an allocation to global microcap was particularly compelling," Credaro said.

First State Super awards global microcaps mandate

ALEX BURKE  |  MONDAY, 23 OCT 2017
... "Our recently completed review focused on higher returning niche strategies to improve outcomes in our global equity portfolio, the case for an allocation to global microcap was particularly compelling," Credaro explained. "Following an extensive global ...

SuperConcepts chief joins Macrovue board

ALEX BURKE  |  FRIDAY, 6 OCT 2017
The chief executive of SuperConcepts has joined Macrovue's board. Natasha Fenech, who became chief executive of AMP's self-managed super fund administration business in January 2016, will now assume a directorial position at Macrovue, which is also ...

New Zealand super goes green

EMMA RAPAPORT  |  TUESDAY, 15 AUG 2017
... the major deviation, Guardians of the New Zealand Superannuation Fund announced the $14 billion global passive equity portfolio will employ a low-carbon methodology, exiting active investment in companies including Genesis Energy and NZ Oil and Gas. ...