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Showing 231 - 240 of 474 results for "Associates"

Frontier appoints capital markets analyst

ALEX BURKE  |  FRIDAY, 22 APR 2016
... Citibank. The appointment follows news that Frontier was ranked the leading Australian asset consultant in a Peter Lee Associates Investment Management survey of 161 chief executives and chief investment officers. "We had set ourselves a goal to achieve ...

Another US pension giant exits hedge funds

MARK SMITH  |  TUESDAY, 19 APR 2016
... the fund type in September 2014, citing scalability issues. NYCERS trustees said that the fund's consultant, Callan Associates, conducted a review that "demonstrated that hedge funds can be removed from the NYCERS asset mix to achieve targeted levels ...

Ibbotson adopts Morningstar brand

ALEX BURKE  |  MONDAY, 18 APR 2016
Ibbotson Associates Australia has announced it will rebrand under its parent company. From July 1, Ibbotson will be renamed Morningstar Investment Management Australia, a move that Ibbotson managing director Chris Galloway said is a "further step in ...

Australia, a tough nut to crack

ALEX DUNNIN  |  THURSDAY, 7 APR 2016
... overseas investment managers to crack than many realise, notes a leading US investment management consultant. Cerulli Associates has just released a client briefing about the Australian investment management market that warns overseas investment managers ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
... incorporate Morningstar's wealth forecasting engine and investment management services from the Morningstar-owned Ibbotson Associates Australia. Financial Standard reported in January that Morningstar was about to announce its first engine client, making ...

Parametric launches liquid alternative strategy

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
Parametric Portfolio Associates has added a new Liquid Alternative strategy to its suite of Volatility Risk Premium (VRP) strategies. The Parametric Liquid Alternative strategy is designed to give investors a diversifying risk premium that targets risk-adjusted ...

Sovereign wealth funds banking on Aussie innovation

DARREN SNYDER  |  FRIDAY, 20 NOV 2015
... Australian PE/VC funds post net-of-fees returns of 23% for the year ending 30 June 2015. Managing director at Cambridge Associates' office in Sydney, Eugene Snyman, said: "The premium that private equity and venture capital can generate is important ...

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
Advice firm Robert Lipman & Associates has changed its name and appointed a new managing director. Paul Burgon takes on the role at the firm, now known as Lipman Burgon & Partners, from founding partner Robert Lipman, who will now become executive chair. ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
... threat for the traditional advice market in the United States, according to the UB-based global analytics firm Cerulli Associates. "Many industry stakeholders assume that ongoing advances in digital advice platforms will empower investors to handle their ...

JPM awarded industry fund research mandate

LAURA MILLAN  |  WEDNESDAY, 4 NOV 2015
... will become Sunsuper's fourth asset consultant, according to Rainmaker Data. Mercer Investment, Aksia and Ibbotson Associates also provide investment and research services to the industry fund.