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Showing 11 - 20 of 20 results for "Balanced Equity Management"

Franklin Templeton acquires Balanced Equity, plans new fund

MATT WOODINGTON  |  TUESDAY, 21 JUN 2011
Franklin Templeton Investments has agreed to acquire Australian equities manager Balanced Equity Management and plans to launch a new fund available to retail and institutional investors. The deal transforms Franklin Templeton Australia from a $7bn ...

Russell fast track after-tax investing

ELISE BURGESS  |  WEDNESDAY, 9 FEB 2011
... compromising tax decisions for those on different tax rates. Fund managers involved already include Arnhem, Balanced Equity Management, Bernstein, Dimensional and Karara Capital.

AvSuper awards BEM mandate

RUTH LIEW  |  MONDAY, 27 SEP 2010
AvSuper has awarded a $120 million mandate to Balanced Equity Management, replacing a previous $75 million mandate with Arnhem Investment Management. Michelle Griffiths, chief executive of the $1 billion fund, said the termination was part of an "Australian ...

ESI Super overhauls $800m Aus equities portfolio

RUTH LIEW  |  THURSDAY, 29 JUL 2010
... managers to the asset class following a restructure of its $800 million Australian equities portfolio. Balanced Equity Management which received $200 million, Greencape Capital ($80 million), Hyperion Asset Management ($80 million), JF Capital ($200 ...

Takeovers Panel adds five

MICHAEL HOBBS  |  MONDAY, 12 MAY 2008
... superannuation and corporate law, Nick Sherry, has appointed five new members, including Andrew Sisson from Balanced Equity Management, to the Takeovers Panel. The 52-member group was created to provide a mechanism for peer review of company takeovers ...

Australian managers clock $650bn

... Financial (ranked 352), Maple-Brown Abbott (353), Insurance Australia Group (IAG), Suncorp Metway (409), Balanced Equity Management (425) and Lend Lease (455). The figures were not all rosy. Although CFS climbed 10 spots up to 128, only one new manager ...

Land of the giants: World's top 500 fund managers

... Financial Services Ltd 397 Insurance Australia Group 403 Lend Lease 406 Suncorp Metway Limited 452 Balanced Equity Management Ranked by total global assets under management as at 31 December 2005 Michelle Baltazar

Morningstar monitors MLC

... Morningstar. MLC canned poor performer Credit Suisse's large-cap capacity late last year and replaced it with Balanced Equity Management and Wallara. Vanguard was also appointed. "MLC's style-indifferent multi-manager strategy is unlikely to underperform ...

Sunsuper's equity review appoints two new managers

The $5.7 billion Sunsuper fund has appointed Balanced Equity Management (BEM) and WestLB Asset Management (WestAM) following a review of its Australian equities sector. BEM will manage $360 million in a large cap (ASX 50 Leaders) mandate and WestAM ...

New refinements for MLC's Australian share strategy

... multi-manager Australian share strategy by terminating CSAM and appointing two new managers including Balanced Equity Management and Wallara Asset Management. MLC's Australian share strategy will not change the MER and the investment objective will remain ...
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