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Showing 241 - 250 of 1102 results for Elise Burgess

AvSuper builds on its AllianceBernstein mandate

ELISE BURGESS  |  WEDNESDAY, 23 NOV 2011
AvSuper has increased its existing Australian Value mandate with AllianceBernstein to include global funds manager's Franked Australian Value service and improve the fund's after tax returns. The "significant allocation" to the value service is designed ...

Midwinter's Esler joins Ibbotson Associates

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
Matthew Esler is the new head of adviser services for Ibbotson Associates Australia. Reporting to Ibbotson Associates Australia's general manager investment services, Chris Galloway, Esler will lead the development of Ibbotson's investment capabilities ...

Australian Unity offers instos retirement investment opportunities

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
Australian Unity Investments is targeting institutional investors for the first time, bringing packaged post-retirement infrastructure investment options to the wider market to tap into the ageing population. Targeting super funds, insurance companies ...

Alleron wins AustralianSuper mandate

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
AustralianSuper has awarded a $440 million mandate to Australian equity manager, Alleron Investment Management. Established in 2004, Alleron is a Sydney-based boutique investment firm, with around $2 billion in funds under management, and uses a long ...

Sunsuper appoints State Street as custodian

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
State Street Global Services has landed the role of custodian for $18 billion super fund, Sunsuper and will provide solutions and investment servicing for the local market. After around nine months of due diligence, State Street will now provide a suite ...

Ripoll defends FOFA integrity

ELISE BURGESS  |  MONDAY, 21 NOV 2011
A heated panel session between government and industry heavyweights about the FOFA reforms led to calls for a realistic debate and new government promises, with opt-in dominating the discussion. In a session at the Financial Planning Association's annual ...

UBS GAM scores EUR 500 million mandate

ELISE BURGESS  |  MONDAY, 21 NOV 2011
UBS Global Asset Management (GAM) has secured a global real estate multi-manager mandate from Germany's largest pension fund, Bayerische Versorgungskammer, valued at around EUR 500 million. Under the mandate, UBS Global Asset Management's Global Real ...

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
The FPA Best Practice award winners are also those leading way in FOFA-compliant practices, with the association awarding those at the forefront of their industry. Speaking with Financial Standard after their win, Pippa Elliot, CFP, of WA planning firm ...

Planners lack social media commitment

ELISE BURGESS  |  FRIDAY, 18 NOV 2011
Planners and dealer groups are lacking social media commitment but there is plenty they can do about that today to start existing in this space, heard a packed and diverse crowd at a Brisbane planner session. Rachel Staggs, founder and chief executive ...

FOFA will pass: Shorten, FPA

ELISE BURGESS  |  FRIDAY, 18 NOV 2011
Minister for Financial Services and Superannuation Bill Shorten and the FPA agree that the FOFA reforms will pass through parliament, with the Minister urging planners to embrace change as a necessary survival tool for the betterment of the industry. ...