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Showing 411 - 420 of 943 results for "Investment Portfolio"

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
A wealth manager with about $27 billion in assets under management has signed on to use Praemium's managed accounts services. Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed ...

Cromwell appoints new director

KANIKA SOOD  |  MONDAY, 4 JUN 2018
... Blight said. Cromwell Property Group had a market cap of $2 billion, as at December 31, 2017. Its direct investment portfolio in Australia is valued at $2.5 billion. Total assets under management are $11.2 billion across Australia, New Zealand and Europe. ...

Parametric wins $60m global equities mandate

ALEX BURKE  |  TUESDAY, 29 MAY 2018
... ATO's win is the member's loss." Williams noted to Financial Standard the ultimate goal of a tax-managed investment portfolio isn't to reduce tax, but to drive up efficiency and in doing so, improve after-tax returns. Parametric's tax ...

Better than bonds: A new approach to lifecycle investment

KANIKA SOOD  |  WEDNESDAY, 16 MAY 2018
Superannuation funds could top up lifecycle members' end savings by about 30%, if they make a "mid-step" switch to defensive equities instead of gradually increasing allocations to bonds, according to new analysis from Parametric. Parametric's latest ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
A separately managed account provider will soon award a $15-20 million Australian equities mandate to a high conviction manager, but with a twist. Agentia is working with portfolio construction consultancy InvestSense to reshape its Australian equities ...

Pension fund CIO departs

JAMIE WILLIAMSON  |  TUESDAY, 15 MAY 2018
... said: "Under Ted's leadership, the investment office has greatly reduced the cost and complexity of the investment portfolio and increased transparency around fees." "Because every dollar we save goes back into the fund, our members will directly ...

Thought leadership: Building portfolios for market crises

DARREN SNYDER  |  THURSDAY, 3 MAY 2018
Financial Standard's latest roundtable event turned attention to how fund managers, financial advisers, researchers and analysts build investment portfolios for market crises. SQM Research head of research Robert da Silva says behavioural insights over ...

Norway dominates sovereign wealth funds

KARREN VERGARA  |  THURSDAY, 26 APR 2018
Norway's Government Pension Fund Global (GPFG) remains the world's largest sovereign wealth fund, buoyed by an equities portfolio propelling most of its US$1.06 trillion assets under management. Preqin's latest sovereign wealth fund asset report shows ...

Sales director moves from Legg Mason

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
A former sales director at Legg Mason has moved to an Australian-based global fund manager with more than $105 billion under management. Joining IFM Investors as an associate director in treasury services, debt investments is Justin Nunan. IFM said ...

LGIAsuper appoints chief executive

KANIKA SOOD  |  MONDAY, 16 APR 2018
... Todd, who was also chief investment officer concurrently since 2006, would shift his focus to the fund's investment portfolio. Since joining in 2006, Todd has helped grow funds under management from $3 billion to more than $11 billion. "His leadership ...