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Showing 21 - 30 of 166 results for "PALM"

Alphinity debuts two funds on the ASX

RACHEL ALEMBAKIS  |  WEDNESDAY, 8 FEB 2023
Alphinity Investment Management has listed two funds on the ASX in a bid to reach retail investors. The Alphinity Global Sustainable Equity Fund (XASG) is a diversified portfolio of 25-40 leading global sustainable listed companies that Alphinity deems ...

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... want to track their investments like they do their social life and other aspects of their life, in their own time, in the palm of their hand." Looking to the next 25 years, Mather said adviser efficiency remains a key priority. "BT Wrap was a lot of ...

Alphinity lowers global equities fund fees

JAMIE WILLIAMSON  |  THURSDAY, 7 APR 2022
The Fidante boutique is lowering the fees on two of its global equity funds from May. Management fees on the Alphinity Global Equity Fund and the Alphinity Global Sustainable Fund will be reduced from 1.00% to 0.75%, inclusive of GST and net of RITC. ...

Alphinity hires from Citi

ELIZABETH MCARTHUR  |  TUESDAY, 15 FEB 2022
Boutique fund manager Alphinity has hired a portfolio manager from Citi. Chris Willcocks was previously head of international equity sales for APAC at Citi, based in Sydney. In his new role he will have responsibility for industrials sector investments ...

£450bn in inflation-linked UK DB liabilities unmatched

ELIZABETH MCARTHUR  |  FRIDAY, 12 NOV 2021
New analysis from Alpha Real Capital, a specialist income manager, suggests that £450 billion of inflation‐linked liabilities belonging to UK defined benefit pension schemes are unmatched. Alpha's analysis showed that higher inflation risks have ...

How wealthy families protect assets no matter what

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 AUG 2021
... mayor discuss how they were going to crank up the rates and thinking to themselves, 'Well, we already have a place in Palm Beach, let's become residents of Florida'." Such a move for tax benefits is not as simple as it sounds. Lesperence ...

New emerging markets ESG fund at Dimensional

JAMIE WILLIAMSON  |  FRIDAY, 23 JUL 2021
... low," Dimensional said. It also evaluates companies on additional criteria such as land use, biodiversity, toxic spills, and palm oil, and filters for issues such as child labour, cluster munitions, tobacco and factory farming identified by clients as ...

Alphinity adds to global equities team

ANNABELLE DICKSON  |  MONDAY, 5 JUL 2021
Alphinity Investment Management has appointed a portfolio manager from Global Evolution Capital to its global equities team, alongside former Ellerston executive Mary Manning. Trent Masters founded Global Evolution Capital in 2019 and managed a global ...

Rest launches low-cost SRI option

JAMIE WILLIAMSON  |  TUESDAY, 20 APR 2021
... and human rights abuses, unethical supply chains, fossil fuels, animal cruelty, gender discrimination, tobacco, gambling, palm oil, controversial weaponry, or have a recent track record of environmental damage, or excessive executive remuneration. Elsewhere ...

Alphinity portfolio manager resigns

KANIKA SOOD  |  TUESDAY, 16 MAR 2021
One of the four portfolio managers for Alphinity Investment Management's global equities fund has resigned. Lachlan MacGregor co-managed the Alphinity Global Equity Fund with Jonas Palmqvist, Jeff Thomson and Nikki Thomas. He joined the firm in ...