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Showing 401 - 410 of 12668 results for "Portfolio"

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 ...

Performance test changes not necessary: ART

ELIZA BAVIN  |  FRIDAY, 16 JAN 2026
... financial interests. So, any fund hoping to "hide" behind the benchmarks likely isn't appropriately managing risks in their portfolio. "If you're worried about failing this test, you can't actually hide behind the benchmarks. We don't see ...

I Squared Capital rolls out $300m sustainable energy solution

ANGELIQUE MINAS  |  FRIDAY, 16 JAN 2026
... resilience and long-term reliability for its consumers. Rather than building from the ground up, ANZA Power acquired a portfolio of solar hybrid plants and battery energy storage systems (BESS) that are generating secure revenue through long-term contracts. ...

Fidelity names research director

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... of experience with Fidelity and will manage the analyst teams across both Australia and India. He was most recently a portfolio manager in Fidelity's global emerging markets team, focusing on Asian investments. Before his three years as a portfolio ...

Super moves: NGS Super, HESTA, Mercer

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
NGS Super has promoted Miao Yu to portfolio manager, currency and commodities. Most recently, Yu served as a senior investment analyst at the $17 billion fund for over two years, after joining in 2023 as an investment analyst. Previously, she worked ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... where he was an investment analyst for two years. Abraham earlier worked at Wentworth Securities as head of trading and portfolio management, at Lonsec as an investment adviser and at Morgan Stanley Smith Barney as a financial adviser. Morningstar Australia ...

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 ...

Advisers 'positioned to thrive' in 2026

ANGELIQUE MINAS  |  THURSDAY, 15 JAN 2026
... prospects for financial advisers in 2026 orbit around an evolving regulatory landscape, positioning and sector focus, and portfolio construction and global allocation. Fradley Advice specialist financial adviser Nathan Fradley anticipates 2026 going ...

Maple-Brown Abbott partners to launch global infra fund

MATTHEW WAI  |  THURSDAY, 15 JAN 2026
... institutions, wealth managers, and institutional investors. Maple-Brown Abbott Global Listed Infrastructure co-founder and portfolio manager Andrew Maple-Brown explained the strategy's characteristics. "Like ourselves, Pacific is committed to delivering ...

Robust demand keeps SDA, PBSA assets firmly on investors' radar

MATTHEW WAI  |  THURSDAY, 15 JAN 2026
... classes for that matter," Couper said. Although MA Financial's focus lies between New South Wales and Victoria for this portfolio, Couper said the pricing matrix incorporating location-specific factors can be rolled out nationwide. "The good thing about ...