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Showing 301 - 310 of 1271 results for "Dynamic"

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... Year award. It also won the Fixed Income Aggregate Bonds and Australian Equities Active Core categories for its Macquarie Dynamic Bond Fund and the Macquarie Australian Shares Fund respectively. Vanguard Investments Australia and Insignia Financial were ...

Family offices ignoring $3.5tn time bomb: KPMG

ANDREW MCKEAN  |  THURSDAY, 1 JUN 2023
Echoing similar findings by UBS, KPMG has found that of the estimated 70% of Australian businesses that are family-run, only 30% have an established succession plan. This comes into focus with a $3.5 trillion intergenerational wealth transfer expected ...

Count completes Affinia acquisition

CASSANDRA BALDINI  |  MONDAY, 29 MAY 2023
... Australia," he said. "This strategic acquisition follows our recent brand transformation from CountPlus to Count and signals a dynamic new phase for the company, giving clients greater certainty about our offering and providing them with the confidence ...

Lazard implements new leadership

CHLOE WALKER  |  MONDAY, 29 MAY 2023
Lazard has promoted current chief executive of financial advisory Peter R. Orszag to the role of chief executive, while former chief executive and chair Kenneth M. Jacobs will step into the role of executive chair of the board. Orszag has served as ...

Cbus eyes big deals in new investment blueprint

ANDREW MCKEAN  |  TUESDAY, 16 MAY 2023
... the quantitative investments team led to enhancements in the quantitative signal research platform and systemised the dynamic asset allocation process. Moreover, internal portfolio management teams offer valuable insights to the research for selecting ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
... 12% in 2022). Investment Trends head of research Irene Guiamatsia said: "Amidst the superannuation sector experiencing dynamic transformational changes with Successor Fund Transfers, YFYS and even more reform proposals on the horizon, it is unremarkable ...

Absolute-return bond funds fail ambitious returns: Research

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... did well to de-risk as the credit tide began to turn in early 2022," the research note read. T. Rowe Price's Global Dynamic Bond is the only one that received an amber rating for its longer-term performance versus objectives. Morningstar analysts ...

NALI measure receives mixed response

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2023
... has been undercharged and by how much," Burgess explained. "This may sound like a simple task, but the reality is in a dynamic market such as the SMSF sector there can be significant variation in the services provided, particularly when it involves related ...

Qualitas signs $1bn credit mandate

JAMIE WILLIAMSON  |  MONDAY, 8 MAY 2023
A global institutional investor will incrementally drip $1 billion into Australian commercial real estate (CRE) private credit opportunities via Qualitas. The unnamed investor will make investments in tranches, starting with $220 million to be seeded ...

ClearView appoints chief executive

CASSANDRA BALDINI  |  MONDAY, 1 MAY 2023
... said it has been a privilege to lead such a "great business." "Our vision, when we established this business, was to be a dynamic challenger and differentiate ourselves by being easy to do business with and by delivering a superior customer experience," ...