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Showing 161 - 170 of 1076 results for "Separately"

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... passion within our profession." The winners will be announced at the annual FAAA Congress in Brisbane on November 28. Separately, the Council of Australian Life Insurers (CALI) named its 2024 ReCALIbrate grant recipients. Nicole Bendeich, Calibre Life ...

Managed account FUM passes $200bn

MATTHEW WAI  |  WEDNESDAY, 9 OCT 2024
... strong inflows have contributed to the "steady investment performance" in the second half of 2024. Across the sector, separately managed accounts (SMA) continue to command the bulk of FUM at $129 billion, while managed discretionary accounts (MDA) and ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... Pulse survey reveals ETFs have become the preferred vehicle for US investment advisers. ISS MI found that ETFs trump separately managed accounts (SMA) for 60% of advisers. The preference for ETFs comes at the expense of managed funds as only 15% of advisers ...

Industry funds dominate ASX

ANDREW MCKEAN  |  WEDNESDAY, 25 SEP 2024
... asset allocations are Australian Food Super (42%), MIESF (37%), NGS (29%), Hostplus (26%), and Spirit Super (25%). Separately, the report highlighted that the big eight dominate net flows, capturing nearly 93% of total superannuation net flows in the ...

Powerhouse Ventures to acquire Aliwa

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... to capitalise on the risk-reward opportunity set presenting itself in micro-cap stocks and the risk asset landscape. Separately, Powerhouse has acquired Informed Investor from Sequoia Financial Group. Sequoia in exchange took two million shares in Powerhouse. ...

GAM Investments loses local lead

ELIZABETH FRY  |  FRIDAY, 20 SEP 2024
... GAM's local presence and deepening GAM's relationships with institutions, advisers and family offices in Australia. Separately, GAM has announced a deal with Galena Asset Management, a specialist in commodity finance and the investment arm of ...

ASIC, RBA handed new financial market infrastructure powers

ANDREW MCKEAN  |  FRIDAY, 20 SEP 2024
... provide information and guidance on the use of our new powers across this multi-year program of change," Constant said. Separately, the corporate regulator is conducting a global search and request for tender process for its investment scam website takedown ...

CFS reviews Ironbark mandate

KARREN VERGARA  |  TUESDAY, 3 SEP 2024
... distinctly separate from the Ironbark Funds and CFS will consider decisions about the future management of its funds separately to Ironbark." "CFS is listening and taking feedback from financial advisers and other professional investment researchers ...

Generation Development Group profit jumps

ANDREW MCKEAN  |  THURSDAY, 29 AUG 2024
... Solutions, which assists dealer groups and independent financial advisers in establishing diversified managed portfolio and separately managed account solutions, FUM increased 21% to $10.6 billion. GDG said Lonsec will focus on building out new products ...

Australia a 'regional private wealth hotspot': Preqin

ANDREW MCKEAN  |  WEDNESDAY, 28 AUG 2024
... aware that ASIC plans to set up a division next year to evaluate private markets, particularly concerning valuations. Separately, a regional analysis of private wealth preferences showed that while North America has more family offices than any other ...