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Showing 161 - 170 of 4123 results for "Analyst"

Analyst promotions: Frontier, Fidelity, ART

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... next month. She has had around 25 years of experience in Australian equities, joining Fidelity in 2017 as an investment analyst, covering the local healthcare sector and later financials. Before that, Lyons worked at CLSA, Nomura RBS Equities, JP Morgan ...

Super moves: QIC, VFMC, ESSSuper, Aware Super

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... ago. The quant has focused on macroeconomic analysis, quantitative research and modelling since being promoted to quant analyst in April 2024. Xu took up a permanent role with the asset consultant after completing a PhD internship with Frontier in July ...

Activist fund manager promotes three staffers

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... joining Wilson AM, he served as a global equity portfolio manager at Wilson's advisory arm and was a credit research analyst at UBS Asset Management. Milne, the second investment professional to get a title bump, works with Wilson's leaders or ...

Platinum to lose $1bn mandate

JAMIE WILLIAMSON  |  TUESDAY, 6 MAY 2025
... receiving participation in performance fees related to the first 5% of absolute returns from the L1 Long Short funds. In an analyst note, Morningstar said some value would be unlocked via a merger, but said it didn't expect any meaningful upside from ...

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... announced it was in discussions to merge with L1 Capital, possibly creating an $18 billion fund manager. Morningstar equity analyst Sean Ler noted that, despite consolidating funds and restructuring its investment team, Platinum's performance "remains ...

The top Australian small-cap fund, year after year

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
The Ophir Opportunities Fund has outperformed every rival in its category, topping the Australian small-cap fund rankings across all timeframes, according to the latest Mercer investment survey. The fund has returned 39.6% over one year besting the ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... is set to continue, combined with potential for further cost-outs in the superannuation and investment division, a new analyst note states, adding the firm has differentiated its North platform by offering MyNorth Lifetime products, blending accumulation/super ...

ART promotes high-profile retirement specialist

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... government. Van Wyk landed at ART from QSuper, where he spent 12 years - on the liability side - joining as an insurance analyst. He is a fellow of the Institute of Actuaries of Australia and the Institute of Actuaries in the UK. The pension specialist ...

Super moves: Cbus, ART

ELIZABETH FRY  |  THURSDAY, 1 MAY 2025
... chairs as it gets set to grow inflows. Viola Wang has been promoted to associate portfolio manager from senior portfolio analyst a role she has held for three years. Wang moved across to ART from Sunsuper in 2022 in the same role. Before joining the ...

MFS expands Australian offering with contrarian strategy

ELIZA BAVIN  |  TUESDAY, 29 APR 2025
MFS Investment Management has expanded its equity product offering for Australian wholesale and institutional investors with the launch of the MFS Global Contrarian Equity Trust. The new trust follows MFS' Contrarian Capital global investment strategy ...