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Showing 351 - 360 of 3364 results for "mandate"

CareSuper, Spirit Super take final steps towards merger

JAMIE WILLIAMSON  |  TUESDAY, 30 JUL 2024
... platforms. Most recently, the custodian for the new CareSuper was selected, with Spirit Super - the successor fund - awarding a mandate to J.P. Morgan in the wake of NAB Asset Servicing's exit.

New mandates boost Clime FUM

KARREN VERGARA  |  MONDAY, 29 JUL 2024
... manages the DMG Diversified Portfolio (DMGDP) and Clearwater Dynamic Portfolio (CDP) for DMG's client base. The second mandate of $60 million was invested in the Clime Income Fund. Clime did not disclose the client awarding the mandate. At the end ...

Positives remain at Perpetual, says Morningstar

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
After Perpetual reported worse than expected outflows yesterday, Morningstar has lowered its fair value estimate for the 138-year-old wealth giant. However, it says things aren't all bad. In a quarterly update yesterday, Perpetual disclosed $8.9 ...

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs ...

ASIC to launch new criminal investigation team

ELIZA BAVIN  |  WEDNESDAY, 24 JUL 2024
... said. "We have also recommended a suite of measures to improve governance and transparency. This includes a statutory mandate to investigate corporate misconduct, and transparently and publicly report on these investigations. This would be done alongside ...

Insignia Financial flags more remediation ahead

JAMIE WILLIAMSON  |  MONDAY, 22 JUL 2024
... coming in at $311.3 billion. This was in part due to net outflows of $228 million on the back of a small institutional mandate being pulled.

Rest awards private equity mandate to TowerBrook Capital

ANDREW MCKEAN  |  MONDAY, 22 JUL 2024
Rest has awarded a US$75 million ($112.15 million) mandate to transatlantic investment manager TowerBrook Capital Partners, for its Delta private equity impact fund. The Delta fund will invest in mid-sized private companies that are expected to generate ...

Boutique ESG fund manager folds

KARREN VERGARA  |  FRIDAY, 19 JUL 2024
... starting out as an equities analyst and portfolio manager. In 2019, Christian Super awarded Ethical Partners an $89 million mandate. Funds SA also had a mandate with Ethical Partners to manage a portion of its Australian equities portfolio at the end ...

UK announces new Pension Schemes Bill

JAMIE WILLIAMSON  |  THURSDAY, 18 JUL 2024
The UK government plans to introduce a 'value for money' test for workplace pension schemes and mandate them to offer retirement products, as it looks to ensure Brits retire with more. A new Pension Schemes Bill, announced in a speech by King ...

Apex partners with Novigi

KARREN VERGARA  |  TUESDAY, 16 JUL 2024
Apex Group has awarded a mandate to Novigi which will provide superannuation data and technology services. Apex's Australian superannuation business, Apex Super, will use Novigi's services that includes data management platforms, API development, cloud ...