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| | | ... you are going to be talking to them about. It's at this time we can help them create and implement the investment strategy," she said. "Our plan is to build their wealth for retirement, and we can start to think about those superannuation voluntary ... |
| | | | ... (USPC) around two years ago, the group has seen a lot of success. "Performance has been very pleasing and exactly as the strategy was designed. The portfolio has traded with minimal volatility, which reflects the deliberate construction of the fund," ... |
| | | | ... defensive assets, which includes fixed income and private credit, highlights their importance to the fund's retirement strategy, it said. Sonia Baillie has been named head of defensive assets, while Agnes Hong is head of public market equities. Justin ... |
| | | | ... BlueCove Limited. The deal, which closed on 3 February 2026, paved the way for the launch of a new systematic credit strategy for Ares. Before serving as head of sales at BlueCove for two years, Thurgood was an executive director at Morgan Stanley. He ... |
| | | | ... months at ANZ Investments, where she was head of asset allocation. She has rejoined in the newly created role of portfolio strategy and research lead. Ding's previous NZ Super roles included tactical credit and asset allocation, where she contributed ... |
| | | | ... Sommers' mandate spans liquid alternatives across relative value, risk premia, and risk recycling, combining internal strategy development with external implementation. Sommers said it is a portfolio with plenty of moving parts, requiring close attention ... |
| | | | ... year. "These results demonstrate our continued momentum, with record net inflows and strong progress in delivering our strategy to create value for customers and shareholders," HUB24 managing director and chief executive Andrew Alcock said. HUB24 highlighted ... |
| | | | ... executive Sophia Rahmani said the group's half year results reflect the "progress" Magellan is making in delivering on its strategy and strengthening the diversity of its earnings. "In a challenging environment for active managers, Magellan delivered ... |
| | | | ... between 15 March 2021 and 20 February 2025, a performance chart depicted the performance of the Polen Capital Focus Growth Strategy Fund and the fund against the MSCI ACWI Net Total Return Index since 31 December 2014, based on data that was updated ... |
| | | | ... will continue to invest in artificial intelligence (AI), saying it will "play an important role" in Netwealth's broader strategy. "The company views AI as an enabler that helps simplify workflows and ultimately will create further capacity," he said. ... |
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