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Showing 361 - 370 of 3744 results for "Select"

Major global trends impacting advisers

ELIZA BAVIN  |  FRIDAY, 25 OCT 2024
High interest rates (70%), economic downturn and inflation risks (both 68.8%), and the impact of central bank policy (61.3%) usurped any concerns about this year's election cycle for Australian financial advisers and investors, according to this year's ...

Jupiter AM awards distribution mandate

KARREN VERGARA  |  TUESDAY, 22 OCT 2024
UK active fund manager Jupiter Asset Management has inked a new distribution partnership as it targets the superannuation sector and attempts to expand in the region. The £51.3 billion ($100bn) investment manager hired Melbourne-based Institutional ...

Australian equities rise, but global markets preferred: Morningstar

ANDREW MCKEAN  |  MONDAY, 21 OCT 2024
... index - Morningstar said it sees greater merit in global markets, such as Chinese equities on valuation grounds and other select emerging markets. Global equities broadly rallied, with China hailed as a "standout performer." Economic stimulus lifted ...

Harvard endowment delivers 9.6% return, hits $53.2bn

ANDREW MCKEAN  |  FRIDAY, 18 OCT 2024
Harvard University's endowment has delivered a 9.6% return for the fiscal year ending September 30, bringing its total value to $53.2 billion. The endowment, which targets an 8% annual return, has achieved an annual return of 9.3% over the seven years ...

JANA awarded mandate for $2bn construction leave scheme

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
JANA Investment Advisers will now provide asset consulting services for LeavePlus, a $2 billion portable long service leave scheme for Victorian construction industry workers. Formerly known as CoINVEST, LeavePlus administers the scheme for 280,000 ...

Super fund fees exploit Australians' low financial literacy

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... Australians are given all the information they need to make fully informed decisions and are able to easily compare and select a fund that best suits them and their circumstances," Shrimski said. "There are some very clear opportunities to improve fee ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
Zenith Investment Partners has appointed Grant Kennaway to the new role of group head of research, with accountability for both investment and super fund research across the Australian business. In this role Kennaway will be responsible for leading ...

'Challenging period' for active managers

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2024
... particularly in Europe. "Those seeking outperforming actively managed equity funds would have found the odds in their favour in a select few markets during the first half of 2024," it said. "Most notably, a significant majority (85%) of US-based domestic ...

FAAA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 3 OCT 2024
... who takes part in the CFP Certification Program puts in a high degree of work and effort, so it is always a challenge to select one person to receive this award," Palmer said. "Craig has shown dedication and commitment to his studies, while at the same ...

PineBridge brings flagship lifecycle fund down under

MATTHEW WAI  |  MONDAY, 30 SEP 2024
PineBridge Investments has launched the PineBridge (AU) Global Focus Equity Fund to local wholesale investors. PineBridge's head of Australia Clinton Grobler said the new fund marks a "step change" in its Australian business. "I believe Global Focus ...