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Showing 21 - 30 of 943 results for "Investment Portfolio"

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
New research found almost three quarters of Australian financial advisers (73%) used ETFs for their clients' portfolios last year, as the investment vehicle plays an increasingly significant role in managed accounts. The number is set to increase to ...

Australian Ethical FUM dips on negative performance

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
... Kooyman as chief risk officer," McMurdo said. Australian Ethical said the last remaining transition of its investment portfolio to the Charles River platform is due to complete before 30 June 2026. It said this is a significant step forward in building ...

Cordis AM winds up only fund

ELIZA BAVIN  |  THURSDAY, 15 JAN 2026
... p.a. On a six-month basis, the fund was down -16.39% p.a. against the benchmark. Cordis managed a single investment portfolio that aimed to "capitalise on the aging population and the medical technology revolution". The fund aimed to generate investment ...

Wilkin-Smith, Hales join trustee board for AMP Super

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
Nigel Wilkin-Smith and Cathy Hales have been appointed non-executive directors of NM Super, the superannuation trustee for AMP. Wilkin-Smith will also join the trustee's investment committee. He brings extensive experience in the design and oversight ...

Russell Investments secures $1.8bn funding from Apollo

RIDDHIMA TALWANI  |  THURSDAY, 8 JAN 2026
... councils in New Zealand, collectively amounting to around $100 million. It will help diversify the council's investment portfolio, which comprises leasehold property, development land, shareholding in Hawkes Bay Airport, an investment fund and other ...

WAM delivers standout 41% return in 2025

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
Wilson Asset Management's (WAM) active investment portfolio delivered significant performance in 2025, returning 41.4% for its investors, outperforming the S&P/ASX All Ordinaries Accumulation Index by 30.8% in the period. The exceptional returns enabled ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
Managed accounts provider Trellia Wealth Partners has made its first managing partner appointment, signalling a new phase of growth for the $10 billion business. In the new role, Cameron Spittle will oversee all aspects of the business, including strategic ...

HESTA's admin move results in extra licence conditions

JAMIE WILLIAMSON  |  THURSDAY, 11 DEC 2025
... the super fund's plan. Instead, HESTA's target was to achieve net zero carbon emissions across its investment portfolio by 2050 which ASIC said is different to removing all investments in carbon as net zero can be achieved through offsetting. ...

Russell Investments wins two mandates

KARREN VERGARA  |  WEDNESDAY, 10 DEC 2025
... Management (AIM). The $43.5 million (NZ$50m) mandate will see Russell Investments help diversify the council's investment portfolio, which comprises leasehold property, development land, shareholding in Hawkes Bay Airport, an investment fund and other ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
JBWere's clients are now provided with customised insights on the risk and return characteristics of their investment portfolios through BlackRock's comprehensive analytic platform, Aladdin Wealth. The partnership marks the first Australian bank or ...