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Showing 211 - 220 of 552 results for "Portfolio Managers"

AMP Capital cuts retail fees on Aussie equities fund

KANIKA SOOD  |  THURSDAY, 3 OCT 2019
... solution for the investors. It hired Genevieve Murray from Macquarie and Jason Davis from Strategic Income as co-portfolio managers, systematic. At the time, the fund went from charging 98 bps to 46 bps to retail investors. Wholesale fees went down from ...

Research budgets shrink at UK asset managers

KANIKA SOOD  |  FRIDAY, 20 SEP 2019
... after MiFID II forced them to reconsider their research arrangements. The FCA said the reforms have forced portfolio managers to fund research out of their own revenues instead of passing them on to clients. When firms did pass on the cost to clients ...

CFS awards Asian equities mandate

KRISTI CHENG  |  FRIDAY, 20 SEP 2019
... Robeco's Asia Pacific equities team, located in Hong Kong and Shanghai. It is currently a team of nine portfolio managers, three research analysts, an operational portfolio manager and an engagement specialist. At the end of June 2019, the team had ...

Pinnacle profits up 32%

KANIKA SOOD  |  TUESDAY, 6 AUG 2019
... Majority of net institutional inflows came from Firetrail, a long short boutique set up by former Macquarie portfolio managers. Institutional flows were at other boutiques but there is a strong pipeline of prospects going into FY20, it said in company ...

Sydney portfolio manager on best female fundies list

KANIKA SOOD  |  TUESDAY, 30 JUL 2019
... the list, Allianz Global Investors Taiwan's Corrina Xiao, scored 330 points. "Globally only about 10% of portfolio managers are women - and not many get the chance to build their franchise from scratch. Fortunately I've had this opportunity with ...

Portfolio manager caught out faking returns

KANIKA SOOD  |  FRIDAY, 19 JUL 2019
... investment advisory services to private funds including a USD $376 million fund where Rege was one of the many portfolio managers. Rege mispriced the investments of a private fund from June 2016 to April 2017, Securities and Exchange Commission orders ...

Tasplan recruits new chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2019
... Mercer, Stuart held roles with HSBC Asset Management, Victorian Funds Management Corporation and Prudential Portfolio Managers. He was also the investment manager for the British Gas pension funds in London before emigrating to Australia. Tasplan is ...

Coolabah buys retail fund manager stake

KANIKA SOOD  |  THURSDAY, 11 JUL 2019
... given our strong growth in the retail and institutional markets." "The existing investment team comprising four portfolio managers, eight analysts and a range of operations, compliance and finance professionals will be expanded to include the four SI ...

Fidelity launches new rating system

ELIZABETH MCARTHUR  |  THURSDAY, 20 JUN 2019
... equity and fixed income research at the issuer level with the ongoing engagement undertaken by our ESG team, portfolio managers and analysts. "This gives us the opportunity to provide our clients with a truly forward-looking view of the multiple factors ...

New tax-effective Aussie shares fund

KANIKA SOOD  |  THURSDAY, 30 MAY 2019
... in May in partnership with Generation Life. "I think that one of the key elements in the tax mistakes that portfolio managers make in considering tax is during handling cash flow events such as redeeming assets. We can do this effectively inside the ...