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Showing 181 - 190 of 409 results for "Investment adviser"

J.P. Morgan expands Australian distribution

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
J.P. Morgan Asset Management appointed two executives from CFSGAM and Dimensional as it bolsters distribution in Australia. Joining the $2.3 trillion asset manager's Australian business are James Matt and Jacqui Crothers. Matt will work as a JPMAM consultant ...

Boutique asset managers co-appoint distribution head

KANIKA SOOD  |  THURSDAY, 21 JUN 2018
Two boutique asset managers jointly appointed a new head of distribution for the Australian market. Katana Asset Management has about $60 million split between a listed investment company and an unlisted unit trust, while Insync Funds Management has ...

Rest awards global equities mandate

ALEX BURKE  |  WEDNESDAY, 23 MAY 2018
Rest has awarded a new global equities mandate to a US-based boutique. GQG Partners, part of Pacific Current Group's multi-affiliate suite, will manage a global equities portfolio for the $50 billion fund. The mandate brings GQG's total number ...

XTB launches ESG fixed income portfolio

KANIKA SOOD  |  MONDAY, 23 APR 2018
The $265 million fixed income securities manager has launched a fixed income portfolio of ESG securities, with an absolute return objective of 1% above the cash rate. The XTB emerald fixed income portfolio is a managed portfolio of individual bond units ...

US regulator to extend fiduciary rule

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
The financial services regulator in the United States is broadening the scope of the proposed fiduciary duty to combat conflicted investment advice and mitigate confusion around the differing standards to which different industry professionals are held. ...

DigitalX launches crypto-heavy fund

KANIKA SOOD  |  WEDNESDAY, 11 APR 2018
... as portfolio manager to the fund. The newly-formed DigitalX Funds Management business will act as the fund's investment adviser and parent-company DigitalX will hold a 73% interest, putting in $750,000 in seed capital drawn from its existing Bitcoin ...

Industry fund names investment operations boss

KARREN VERGARA  |  WEDNESDAY, 4 APR 2018
A $43 billion industry fund appointed a new chief operating officer of investments, reflecting its goal to significantly boost its assets under management. Cbus promoted its general manager of investment operations, Joe Youssef, to the newly-created ...

Pengana recruits former AFL player

ALEX BURKE  |  WEDNESDAY, 28 MAR 2018
... Australia and Tasmania. McCauley is coming over from Equity and Super Private Asset Management, where he was an investment adviser. He was previously an associate adviser at Pitcher Partners and, before that, a professional AFL player with Hawthorn Football ...

Good Super partners for Dump Trump investment option

ALEX BURKE  |  TUESDAY, 6 MAR 2018
Good Super is partnering with a US-based investment adviser to launch a suite of new investment options for members, including "Dump Trump" and "Boycott Adani." OpenInvest will provide advisory services for the new options, which Good Super said will ...

Industry fund boosts property team

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
The co-head of property at JANA Investment Advisers has taken on a leadership role at a $43 billion industry superannuation fund. Rhonda Spagnol is now head of property at Cbus, responsible for strategy development and oversight of the property sector. ...