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Showing 141 - 150 of 11337 results for "Research"

Morningstar names most compelling funds

ELIZA BAVIN  |  MONDAY, 30 MAR 2026
... strategies span both discretionary and systematic approaches. They are either run by experienced portfolio managers with deep research support or built on transparent, rules-based methodologies. In each case, the process is robust, repeatable, and grounded ...

GESB chief bows out after 10 years

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... investment advisory practice at PwC. He also held a role at a London-based investment consultancy, where he headed manager research. Reflecting on his tenure, Palmer said the fund was well placed for the future. "The outlook is exciting for GESB and ...

Clancy reshapes Rest Super investment team

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... will be key to accessing those benefits on behalf of members," Clancy said. Bluzmanis is moving from her role as head of research, external equities. She joined Rest in 2021 to oversee global equities, arriving from BT Investment Group where she had ...

Perpetual multi asset leads exits

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... head of growth assets David Blunt stepping in as acting chief investment officer. Kav oversaw the firm's multi-manager research and investment process across all asset classes, including private and public markets. In essence, she looked after the investment ...

Yarra hunts for superior returns outside ASX giants

RIDDHIMA TALWANI  |  THURSDAY, 26 MAR 2026
... and it's just less crowded, better corporate access, better access to information, the ability to do proprietary research is significantly stronger the further away you get from the 20 biggest companies," he said. The broader market also provides ...

North adds private markets SMA for retail investors

MATTHEW WAI  |  THURSDAY, 26 MAR 2026
... client portfolios. "Manager selection is critical in private markets, where outcomes can vary widely. Our global scale and research capability allows us to identify high-quality opportunities from leading managers, making them accessible in a format ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA  |  TUESDAY, 24 MAR 2026
... Shield Master Fund and First Guardian Master Fund that is now in liquidation. "It had a legitimate name, and I went on to research the company. AusCompare then allocated me to a financial adviser at Reilly Financial. I talked to the adviser and did my ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
The Financial Services Council (FSC) has questioned Super Members Council's (SMC) recent research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products. FSC data to the ...

PIMCO appoints local managing director

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... Asia-Pacific portfolio committee, joined PIMCO 14 years ago from Tudor Investment Corporation, where he oversaw global macro research and trading. Before that, he spent around five years each at UBS Global Asset Management, where he was a director and ...