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| | | ... suite of investment opportunities has grown exponentially to include digital assets, private markets and ETF selection. Portfolio construction as a consequence, within this new landscape, needs to evolve." arcpoint OCIO will leverage Fiduciary Partners' ... |
| | | | Iress is firmly focused on simplifying its software portfolio, centering it around wealth and trading and market data, while saying it will consider any bona fide takeover proposals consistent with its fiduciary duties. It has reported a profit of $79.3 ... |
| | | | ... 6.8%, followed by food and non-alcoholic beverages, up 3.1%, and recreation and culture, which rose 3.7%. VanEck senior portfolio manager Cameron McCormack said following the data, the Reserve Bank of Australia (RBA) is more likely to pause and assess ... |
| | | | ... business, including additional appointments to certain investment committees and changes to our risk management and portfolio construction process to limit single-stock concentration risk. "We believe the firm learned valuable lessons from this episode ... |
| | | | ... an Australian-registered managed investment scheme aiming to provide wholesale investors with access to a diversified portfolio of global credit investments, designed to deliver attractive long-term, risk-adjusted returns. The fund invests in the Wellington ... |
| | | | ... Ziller Global Fund Active ETF (ASX: ZILR) leverages the Ziller Global Fund strategy, which invests in a concentrated portfolio of 15 to 25 high growth global companies led by their founders and can allocate up to 10% to cash or cash equivalents at any ... |
| | | | Both financial advice groups have reported strong first-half performance, underpinned by heightened demand for advice and the expansion of their adviser networks. In the first half of FY26, Centrepoint Alliance's gross revenue rose 12% from the ... |
| | | | ... years due to its concentrated nature. As a result, companies such as Microsoft and Nvidia became top holdings in the portfolio. John Dixon, the member at the centre of the complaint, takes issue with these two companies in particular, stating that, among ... |
| | | | ... sales consist of 97% senior secured debt investments with an average size of US$5 million and include investments in 128 portfolio companies across 27 industries. The largest industry represented is internet software and services at 13%. The direct lending ... |
| | | | ... nearly 14%, in the first half of the 2026 financial year with net inflows coming to $1 billion. Scope+, the non-custodial portfolio administration offering, saw FUA grow 19% on the prior corresponding period to $37.9 billion. Praemium highlighted Spectrum's ... |
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