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Showing 31 - 40 of 376 results for "Fold"

CFS allots Martin Currie two mandates

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... run its investment philosophy and mandates as is despite parent company Franklin Templeton announcing in January it will fold it into its other brands ClearBridge Investments and Franklin Equity Group. "This new structure will optimise the combined strengths ...

Smaller super funds unfairly burdened by regulatory levy model: CPA

ANDREW MCKEAN  |  WEDNESDAY, 30 APR 2025
... Payday Super. "This crucial work does not appear to have been factored into this. We would have expected to see around a five-fold increase in this funding."

Private capital, active ETFs to continue shake up of financial services: Deloitte

KARREN VERGARA  |  MONDAY, 28 APR 2025
... ETF space. Active ETF assets in the US are expected to grow from US$856 billion in 2024 to US$11 trillion by 2035 - a 13-fold increase. This increase is expected to be driven by investors shifting from mutual funds to active ETFs across most institutional ...

New SEC chair affirmed, FCA chief reappointed

MATTHEW WAI  |  FRIDAY, 11 APR 2025
... approved as the next chair. Atkins is an accomplished financial professional, bringing some 35 years of experience to the fold. He enjoyed a stint at the SEC earlier in his career and held senior titles at PwC and Cboe Global Markets, before founding ...

TWC Invest makes risk, technology hires

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... compliance officer, bringing over 40 years' experience in investment governance, risk and portfolio management to the fold. Thompson began his career in fixed income and cash markets at the State Electricity Commission of Victoria and was a director ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... said. Ian Holliday has been appointed head of research and managed accounts, bringing over 25 years of experience to the fold and carries expertise in investment analysis and portfolio management. His role involves expanding the company's offering ...

Fixed income drives managed fund surge

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025
New Calastone data has found managed funds inflows grew five-fold in 2024, reaching $13.8 billion, with nearly all directed to fixed income funds. Globally, fund flows also saw a substantial increase. Fixed income, equity and mixed asset funds attracted ...

Realm House hires from Plato

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
A former Plato Investment Management credit specialist has joined contrarian credit and fixed income manager Realm Investment House. Simon Tung has been appointed portfolio manager within the boutique asset manager's strategy and risk division. ...

Franklin Templeton folds Martin Currie into affiliates

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
Franklin Templeton announced it will fold Martin Currie, the US$17.9 billion fund manager, into its other brands, ClearBridge Investments and Franklin Equity Group. Martin Currie's Australia, UK, and global emerging markets investment and sustainability ...

Morgan Stanley, Goldman Sachs top M&A advisory rankings

ANDREW MCKEAN  |  THURSDAY, 23 JAN 2025
... and US$52 billion, respectively. GlobalData lead analyst Aurojyoti Bose highlighted that Morgan Stanley experienced a seven-fold increase in the total value of deals it advised on last year, due to its involvement in big-ticket deals. "Resultantly, its ...