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Showing 11 - 20 of 44 results for "Ibbotson"

Morningstar hires insto business development head

ALEX BURKE | THURSDAY, 24 NOV 2016

... institutional business development. James Louw previously worked at Morningstar from 2008 to 2010 as head of institutional for Ibbotson. After that, he took on a role at Tascorp before becoming head of Shadforth in Tasmania. He was also head of implemented ...

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 ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER | MONDAY, 7 MAR 2016

... will 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 ...

mFund take-up slower than expected

LAURA MILLAN | TUESDAY, 10 NOV 2015

... CPI Plus 5% Wholesale (23.5%), the AMP Capital Corporate Bond (22.6%), the Schroder Fixed Income Wholesale (19.5%), the Ibbotson Balanced Growth Trust (18%) and the Platinum Global (16.4%). Schroders is the largest mFund manager ($12.3 million), followed ...

JPM awarded industry fund research mandate

LAURA MILLAN | WEDNESDAY, 4 NOV 2015

... London. JPMAM 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.

SMAs on Macquarie Wrap pass $100m milestone

STAFF WRITER | TUESDAY, 29 SEP 2015

... SMA investment menu recently expanded to add 11 managers and 33 models, including new models from Evans and Partners, Ibbotson, Lonsec and JBWere. "There is strong interest in managed accounts as investors increasingly embrace the ability of SMAs to ...

Hedge funds face brain drain

LAURA MILLAN, MARK SMITH | MONDAY, 24 AUG 2015

... drain, experts talk about unpredictable consequences as the best talent disappears to the opaque family office sector. Ibbotson Associates head of alternatives Craig Stanford thinks the situation in Australia is "almost like a brain drain." He said that ...

Midwinter appoints senior BDM from Commsec

STAFF WRITER | WEDNESDAY, 8 JUL 2015

... manager, Reda Daher left Midwinter after seven years at the company's software sales and support division. Daher is joining Ibbotson Associates as relationship manager and Midwinter is actively recruiting for an additional software and sales support ...

VicSuper hires alternative investment specialist

DARREN SNYDER | TUESDAY, 30 JUN 2015

... managing a combined portfolio of more than $10 billion. Previously Lum was portfolio manager, equities and property with Ibbotson Associates. Prior to that, he was the portfolio manager for Implemented Solutions with QIC. He also had a stint as owner ...

Perpetual Private hires two analysts

MARK SMITH | MONDAY, 4 MAY 2015

... business from Perpetual Investments, has previously covered Australian and international equity and property managers at Ibbotson. Perpetual Private's investment research team was restructured in June 2014, when Kyle Lidbury was made head of investment ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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