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| | | Morningstar has made two key appointments to its managed portfolios team - a national sales lead and an investment specialist. Vijay Srinivasan has been appointed to the former role, and Clint Abraham as national director, investment specialist. Srinivasan ... |
| | | | Cordis Asset Management will close its only fund, the Cordis Global Medical Technology Fund, after more than four years in operation. Cordis chief executive Michael Cartmill told Financial Standard it was a "difficult but disciplined" decision that ... |
| | | | ... she continued. "Heightened capital interest has contributed to compression in asset yields, the need to differentiate platform scale, operational expertise and pipeline is important. Operating platforms with local expertise providing long-term operational ... |
| | | | ... enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio construction expertise across ... |
| | | | Former QIC and Morgan Stanley staffers have launched Granite Bay Private Wealth and appointed BlackRock as its outsourced chief investment officer (OCIO). Granite Bay is founded by Brisbane-based Steve Moon, who is also the managing partner. Moon was ... |
| | | | ... and a French institutional investor. Acquiring a 31.3% stake in the restructured European Outlet Mall Venture (EOMV) platform from Allianz accounts managed by PIMCO, Aware Super is advancing its geographical diversification strategy and retail portfolio. ... |
| | | | ... will be kept separate from its Australian business but will leverage Pallas Capital's broader capabilities and lending platform during establishment. Its product range will span residential, mixed-use, and commercial bridging; development exit; light ... |
| | | | ... at 16%. Copilot and ChatGPT are the most popular among global and Australian equities managers. Copilot is the leading platform for fixed income managers. "Despite its utility, AI adoption faces challenges such as hallucinations (proposing outcomes which ... |
| | | | ... processes," Satur said. "As demand for investment consulting services continues to grow, his understanding of adviser needs, platform integration and governance will be invaluable as we help clients build robust, future-proof investment frameworks." ... |
| | | | ... York leading global product development and marketing for Deutsche Asset Management's real estate and infrastructure platform. Her earlier career includes senior roles at Macquarie Group, Colonial First State and BT Financial Group. "We're pleased ... |
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