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Showing 211 - 220 of 659 results for "Asset consultant"

Industry funds announce $26bn joint venture

KANIKA SOOD  |  WEDNESDAY, 1 MAY 2019
... journey was smoothed by the overlap between the two super fund's key external vendors. Both use JANA as the asset consultant, NAB asset servicing as the custodian and Mercer as the administrator. They were also willing to have a skills-based board ...

New directors join Frontier Advisors

ELIZABETH MCARTHUR  |  THURSDAY, 14 MAR 2019
... the fundamental strengths, such as an independent advice model, that have made Frontier Australia's number one asset consultant," he said. "But the time is right to pursue additional strategic directions to take the firm forward for the ultimate benefit ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
Class is investing $4 million in an MDA service provider, with an option to take full ownership of the company down the track. Investing in Philo Capital Advisers, Class will provide software to support the company's offering, including services to ...

InvestSense hires head of adviser solutions

KARREN VERGARA  |  THURSDAY, 14 FEB 2019
InvestSense recently appointed the former head of distribution at Russell Investments as the director and head of adviser solutions. Paul Carrington spent 13 years at Russell Investments and prior to that worked as a financial adviser at Carrington ...

Sunsuper merges with corporate super fund

KARREN VERGARA  |  FRIDAY, 8 FEB 2019
... expected to occur in the latter part of 2019. Mercer is the incumbent administrator, while JANA Investments is the asset consultant. Sunsuper has about 1.3 million members and $57 billion in assets under management. This is its third merger in the last ...

Avenir eyes insto investors

KANIKA SOOD  |  FRIDAY, 25 JAN 2019
... institutional investors in the next six months. This year it will also focus on platform listings, adviser and asset consultant relationships and ratings. "The strategy's capacity is very scalable. Even if we were to hold 25 positions without putting ...

Global multi-boutique eyes Australia

KANIKA SOOD  |  MONDAY, 21 JAN 2019
A $45 billion multi-boutique founded by a former Natixis deputy chief executive is heading down under to win super fund mandates and to potentially buy Australian boutiques. iM Global Partner takes minority, non-controlling stakes in small asset managers ...

Special Report: Hitting new ETF goals

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... ETF product providers such as BlackRock and Macquarie in structuring the portfolio. Zuper then works with its asset consultant Atchinson to ensure the way the products and portfolios are constructed meet superannuation fiduciary requirement, which consequently ...

Deputy CIO promotion at industry fund

KARREN VERGARA  |  WEDNESDAY, 14 NOV 2018
... previously reported to Sicilia, will now report to Clerk. Prior to Hostplus, Clerk worked in senior positions at asset consultant JANA for more than 17 years. These roles included leading quantitative analysis, portfolio services and custody. Earlier ...

Retirement planning gets a recession check

KANIKA SOOD  |  MONDAY, 29 OCT 2018
... equity exposures were brought down about 9% lower (depending on the investment option) on advice from its external asset consultant. Aberdeen Standard Investments senior investment specialist Josh Hall says a recession is not the manager's base case. ...