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Showing 211 - 220 of 1460 results for "Investment managers"

SEC fines Mormon Church investment arm

KARREN VERGARA  |  WEDNESDAY, 22 FEB 2023
... Instead, it created 13 shell companies that obscured the value of the portfolio and filed Forms 13F (a form investment managers must submit to the SEC to disclose the value of assets) under their names rather than Ensign Peak's name. Between 1997 ...

Challenger reports strong results

ANDREW MCKEAN  |  TUESDAY, 14 FEB 2023
... Investment Administration, a joint venture providing technology-led investment administration services to investment managers and superannuation funds. "The Apollo non-bank lending joint venture and Artega are progressing in line with management's expectations," ...

Natixis APAC lead takes bigger role

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JAN 2023
The head of Asia Pacific for Natixis Investment Managers is being promoted to a new position. From March, Fabrice Chemouny will serve as head of international distribution. In this role he will oversee the distribution activities of EMEA, APAC and Latin ...

Managed accounts dominated by SMAs

ANDREW MCKEAN  |  WEDNESDAY, 21 DEC 2022
... separately managed portfolios are growing more rapidly because they are easier for financial advisers and investment managers to work with than managed discretionary accounts which can require special extra licensing," Dunnin explained "SMAs are also ...

Apex Group wins fund services mandate

CASSANDRA BALDINI  |  THURSDAY, 15 DEC 2022
... Zealand head of business development Nick Bradford explained the firm is noticing a growing trend. "Global investment managers launching new funds and fund vehicles onshore in the Australia market, broadening available investment strategies to the fifth-largest ...

Warakirri hires from JANA

ELIZABETH FRY  |  FRIDAY, 2 DEC 2022
... choice and product design. Further, he led JANA's manager research programme that involved hundreds of investment managers globally. Additionally, he has been primarily responsible for researching the Australian and global fixed-interest markets ...

North adds new managed portfolio capability

CASSANDRA BALDINI  |  FRIDAY, 2 DEC 2022
... four new managed portfolios with Elston. It explained a total of 34 managed portfolios with eight different investment managers have been added to North's buy menu in 2022, bringing the overall number of portfolios available on the platform to 95. ...

Marketing oversight must improve: ASIC

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2022
ASIC named and shamed more responsible entities in need of improving their oversight of investment managers' marketing practices, raising concerns over five funds totalling about $705 million in assets. Ongoing ASIC surveillance identified concerns ...

UBS, CBRE launch global property model

CHLOE WALKER  |  TUESDAY, 22 NOV 2022
... global property SMA with two of the world's heavyweights in asset management, UBS and CBRE." Praemium head of investment managers and governance Damian Cilmi said: "We are pleased to be the first platform to offer the UBS CBRE Concentrated Global Property ...

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
... JANA in April 2021, reporting to Leaper. She provides clients with an independent and thorough analysis of investment managers and advice on implementing best-in-class governance frameworks. Earlier, she held several operational control and management ...