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Showing 141 - 150 of 1092 results for "Separately"

SG Hiscock, Ruffer shutter funds

KARREN VERGARA  |  THURSDAY, 13 FEB 2025
... companies which pass the fund's rigorous quality screen are considered for portfolio inclusion," Morningstar said. Separately, Ruffer Total Return International - Australia Fund will close on April 17 for failing to reach sufficient scale to appropriately ...

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
Direct indexing platform Briefcase has partnered with Praemium to launch five separately managed accounts (SMA) for retail investors. The five diversified risk-based model portfolios of Conservative, Moderate, Balanced, Growth, and High Growth are now ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... investment for career changers. Fewer higher education providers are offering courses due to the lack of entrants," he said. Separately, Jones announced that the government will scrap the second stage of the adviser registration process. This stage mandated ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... to contributing to the next phase of the firm's growth." Australia Ratings Analytics focused on managed funds, separately managed accounts (SMAs) and insurance bonds. Kumar launched Foresight in 2015 after identifying a gap for forensic research ...

Mercer appoints chief investment officer from TelstraSuper

ANDREW MCKEAN  |  THURSDAY, 6 FEB 2025
... to guide our investment strategy for members and build on the strong foundation that Graeme has built," Davies said. Separately, TelstraSuper confirmed last year it will merge with Equip Super, which will create a profit-to-member fund with more than ...

Cbus recruits lead for new core equities portfolio

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... of this approach is reflected in Cbus' long-term annual returns of 7.8% over the 10 years to 31 December 2024. Separately, Cbus is on the hunt for a ESG lead following the departure of Talieh Williams after eight months in the role. Williams has ...

SMA registrations double in three years: Data

JAMIE WILLIAMSON  |  FRIDAY, 31 JAN 2025
The number of active separately managed accounts products in market has doubled in the past three years. That's according to APIR Systems' analysis of financial product registrations, with the December 2024 quarter data showing 25 new managed account ...

VFMC wraps up leadership changes

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... as he worked there between 1994 and 1996. Both leads will report to Aarons in his capacity as head of asset classes. Separately, Ben Graetzer has been named head of portfolio risk and solutions. It is also an internal promotion (and an existing role ...

Workplace expert joins Aware Super in new role

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... addition to the people & workplace team, the Aware senior leadership team, and the organisation in general," Hill said. Separately, the super fund has welcomed energy industry expert Stephanie McGregor to its direct asset committee. McGregor has extensive ...

Rest appoints first-ever chief of staff

ANDREW MCKEAN  |  FRIDAY, 24 JAN 2025
... appointment, the fund had a similar senior position filled by Karren Wu, who's since moved onto a new opportunity within Rest. Separately, as previously reported by Financial Standard, Rest's default MySuper growth option returned 11.19% for calendar ...