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Showing 3171 - 3180 of 8277 results for "Performance"

Family offices maintain equity allocations: Study

DARREN SNYDER  |  FRIDAY, 13 JUL 2018
... one and two (69%) and 84% of the family offices were headquartered in the US. The survey asked about allocations and performance as at 31 December 2017, and the surveys were completed in January and February 2018.

Praemium FUA surpasses $8bn

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... accounts (SMA) technology this month, strengthening a relationship that spans 13 years in which originally provided performance and tax reporting services. Hartleys meanwhile, will use reporting and administration services for its $1.2 billion in funds ...

Frontier names head of real assets arm

KARREN VERGARA  |  FRIDAY, 13 JUL 2018
... Chief executive Andrew Polson said Frontier has a long period of advising clients in a sector which has driven strong performance over the long term. Bringing in a person with Demir's capability, particularly her global deal experience, will complement ...

Financial services employees face ongoing stress at work

HARRISON WORLEY  |  WEDNESDAY, 11 JUL 2018
... is most important to them. Our results and professional image are often confused and impacted by media and market performance - which are things we cannot necessarily control. "It is a stressful industry to remain profitable, professional, supportive ...

Pengana adds social measures to impact reporting

HARRISON WORLEY  |  MONDAY, 9 JUL 2018
... their investments," Crowley said. WHEB asset management managing partner George Latham said the firm believed the performance of the fund was because of its focus on businesses with a positive impact. "The fund's superior risk-adjusted returns are testament ...

ESG considerations material to long-term success

HARRISON WORLEY  |  MONDAY, 9 JUL 2018
... not worry about the cost of considering material ESG risks in portfolios. The research house claims the long-term performance of a company is linked with its material ESG factors. The research advocates for a value-based approach to ESG, as opposed to ...

Balanced portfolios better than chasing winners: Research

HARRISON WORLEY  |  FRIDAY, 6 JUL 2018
... asset class performances change so frequently that a top performing class in one year might be at the bottom of the performance tables next year. The firm cites residential property and global shares as examples of asset classes which went from champion ...

Queensland industry funds merge

HARRISON WORLEY AND JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
... across 130,000 employers. According to Rainmaker data, AustSafe ranked second in the Selecting Super MySuper default performance return tables for the year ending May 2018. Sunsuper chair Andrew Fraser said the merger was a good fit for both funds, given ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... Hartleys chief executive Charlie Ransom said Praemium stood out for its strengths in corporate action processing and performance analysis and reporting. "This allows us, most importantly, to have a consolidated view of our clients' overall portfolio ...

US investment giant acquires global fund manager

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
... month Hermes announced it will be launching a carbon tool that allows fund managers to assess their fund's carbon performance, carbon risk, and corresponding engagements with investee companies. The tool will also provide enhanced client reporting ...