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| | | Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ... |
| | | | ... analytical skills to structure deals across various sectors. His earlier experience includes a six-month stint as an investment analyst at Pacific National from August 2018 to January 2019, where he developed financial models, evaluated capital project ... |
| | | | ... years' experience across Australian financial markets, including as deputy head of equities, portfolio manager and equities analyst at Perpetual. Parkin was most recently the investment director and co-founder at Ethical Partners Fund Management ... |
| | | | Extel, formerly Institutional Investor Research, has unveiled its inaugural executive survey, spotlighting Australia and New Zealand's top-ranked companies and chief executives. The survey gathered feedback from over 250 investors, fund managers ... |
| | | | ... decades. He will continue his portfolio manager role for up to 12 months. Before joining Perpetual, Prabhu was a credit analyst and assistant portfolio manager at Macquarie, where he was posted for almost eight years. He began his career as an accountant ... |
| | | | ... equity fund management experience from Janus Henderson, having previously spent eight years as a sell-side equity research analyst. Ross, a portfolio manager with almost two decades at Janus Henderson, started his career at the firm. Barker joined Janus ... |
| | | | ... debt, in addition to overseeing liquid alternatives. Earlier in his career, James held positions as a senior investment analyst, assistant portfolio manager, and investment analyst. WTW is a global asset consultant, providing advice in risk management ... |
| | | | ... client engagement, strengthened consultant relationships, and drove business growth initiatives. She joined Schroders as an analyst from Insignia Financial, where she spent seven years developing an approved product list and model portfolios for advisors. ... |
| | | | Increased scrutiny and costs are just some of the challenges facing listed companies and forcing private companies to stay private for longer. According to Australasian Investor Relations Association chief executive Ian Matheson, there are four main ... |
| | | | ... is the fund's evolved approach to portfolio construction. Another aspect, he clarified, is how gradual changes - an analyst departure here or there, another six months later - can quietly add up. If half a team turns over within a few years, that ... |
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