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Showing 171 - 180 of 358 results for "Senior Analyst"

BetaShares beefs up team

MARK SMITH  |  WEDNESDAY, 6 JUL 2016
... for almost a decade for the Reserve Bank of Australia (RBA) both here and in the UK. Most recently he was as a senior analyst for RBA's International Financial Markets in Sydney. Prior to this he worked in London as a senior dealer in investments, and ...

Kardinia fund retains Zenith rating

KERRIE SYDEE  |  MONDAY, 4 JUL 2016
... it considers the Kardinia investment team "to be of a high calibre and was recently bolstered by the addition of Senior Analyst, Stuart Larke, in January 2016". Zenith reports "Kardinia maintains an equal focus on meeting its performance objectives and ...

Milford AM appoints Aussie equities head from CFSGAM

ALEX BURKE  |  MONDAY, 27 JUN 2016
... was deputy head of Australian equities, core. Prior to that, he was a senior portfolio manager with CFSGAM and a senior analyst at Allianz Global Investors. He also held senior analyst roles over 10 years in J.P. Morgan's institutional division. At Milford ...

SMSF accountants seek investment product knowledge

DARREN SNYDER  |  WEDNESDAY, 1 JUN 2016
... comparisons between investment products and strategies for using them within clients' portfolios. Investment Trends senior analyst King Loong Choi said accountants want to better understand tax advantages of individual investment products. He said annuities ...

Funds management rife with "dressed up" performance data: Cerulli

ALEX BURKE  |  THURSDAY, 12 MAY 2016
... managers are submitting back-tested performance data as the numbers of a real fund," according to Cerulli Associates senior analyst Tony Griffiths. He added: "Another common complaint is that it is not clear whether the numbers in performance data are ...

Managed funds back on the menu for investors

ALEX BURKE  |  WEDNESDAY, 30 MAR 2016
... surveyed said they intend to invest in unlisted managed funds in the future, up from 12% in 2013. Investment Trends senior analyst King Loong Choi said this was a consequence of "falling confidence," resulting in "investors... becoming more risk-averse ...

Bfinance hires director for APAC expansion

ALEX BURKE  |  WEDNESDAY, 30 MAR 2016
... was head of data services. Prior to that, he was vice president, Asia Pacific at the same company, having been a senior analyst, client service. At bfinance, van Zyp will oversee the group's expansion into the Australian institutional environment. Commenting ...

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
... comes the question of the adviser's expertise which is central to building perceptions of value," Investment Trends senior analyst Irene Guiamatsia said. "The onus is on advisers to rethink their approach to service delivery. It is about engaging investors ...

Netwealth is highest-rated adviser platform

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
... transparency, the platform industry saw continued focus on enhancing and refreshing platform portals," Investment Trends senior analyst King Loong Choi said. Choi added, "We have continued to see platforms provide advisers support from new angles rather ...

Aussie large-cap active managers endure massive outflows

DARREN SNYDER  |  WEDNESDAY, 13 JAN 2016
... exchange-traded funds (ETFs). The researcher added outflows from unlisted funds still dwarf ETF inflows. Morningstar senior analyst Tim Wong said cost is a common denominator behind the shift. "Financial advisers are adapting to a world without product ...