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Showing 21 - 30 of 32 results for "Ibbotson Associates"

Morningstar hands Needham global CIO role

MARK SMITH | THURSDAY, 9 MAY 2013

Morningstar Investment Management has promoted Ibbotson Associates Australia chief investment officer and managing director Daniel Needham to global chief investment officer of the group. Chris Galloway will take over as managing director of Ibbotson ...

Frontier Advisors makes four new hires

LINDA HAUSKEN | WEDNESDAY, 3 OCT 2012

... office including Fraser Murray as a senior consultant to head up its equities research team. Murray joins from Ibbotson Associates, where he held the role as head of equities and property. He commences his new position next week. Nathan Bode joined yesterday ...

Ibbotson appoints new head of managed account solutions

RACHEL DAVIS | FRIDAY, 9 MAR 2012

Ibbotson Associates Australia has appointed Damian Holland as Head of Managed Account Solutions. Holland will be responsible for developing and managing the delivery of Ibbotson's managed account solutions, incorporating diversified and sector managed ...

Ibbotson secures NEO Financial Solutions mandate

ELISE BURGESS | WEDNESDAY, 1 FEB 2012

Ibbotson Associates Australia has been appointed dedicated implemented investment consultant for NEO Financial Solutions, developing the group's advice processes and practice management. Founded by Mark Edman and Mark Woods, both Woods and Edman were ...

Midwinter's Esler joins Ibbotson Associates

ELISE BURGESS | TUESDAY, 22 NOV 2011

Matthew Esler is the new head of adviser services for Ibbotson Associates Australia. Reporting to Ibbotson Associates Australia's general manager investment services, Chris Galloway, Esler will lead the development of Ibbotson's investment capabilities ...

Sunsuper appoints new consultant as model shifts

MATT WOODINGTON | MONDAY, 10 OCT 2011

Sunsuper has appointed Ibbotson Associates Australia to consult on medium term portfolio tilts, adding to its recent reappointment of Mercer, as its relationship with consultants continues to evolve. The $18 billion super fund is also close to bringing ...

Omega wins Ibbotson bonds mandate

ELISE BURGESS | FRIDAY, 7 OCT 2011

Omega Global Investors has been awarded a $222 million bonds mandate from Ibbotson Associates for its volatility-centric strategy, replacing Vanguard as underlying investment manager. Omega will apply a new strategy to the Ibbotson Australian Bonds ...

REITS, cash, equities the safe bet

ELISE BURGESS | FRIDAY, 2 SEP 2011

... for advisers at the Midwinter Adviser Roadshow in Sydney this morning. Daniel Needham, managing director for Ibbotson Associates, told 380 delegates that while the equities space had experienced market volatility, they are not the worst investments at ...

Mercer invests in consulting business

MATT WOODINGTON | FRIDAY, 18 MAR 2011

... operational risk assessment in the past few years'. JP Crowley is one of the new appointments, joining from Ibbotson Associates, as a Melbourne based consultant. Beth Pitman has joined the Mercer Sentinel team in Sydney as an associate, following the ...

AQR wins $330m-plus insto mandates

RUTH LIEW | MONDAY, 23 AUG 2010

... confirmed Howard Rosario, chief executive of Westscheme. More recently, the firm received an allocation from Ibbotson Associates, a consultant that provides asset allocation, manager selection and portfolio construction services. Ibbotson Associates ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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