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Showing 31 - 40 of 98 results for "Performance Report"

VanEck changes ETF portfolios

ALLY SELBY  |  THURSDAY, 19 DEC 2019
The fund house and Lonsec Investment Solutions have made a number of changes to their three low-cost ETFs. The portfolios are designed to help financial advisers and brokers to build diversified portfolios for their clients, while also respecting their ...

J.P. Morgan secures mandate extension

ELIZA BAVIN  |  MONDAY, 16 DEC 2019
A $12 billion industry superannuation fund has signed a five year contract extension with J.P. Morgan to continue its custody services mandate, after a formal open-market tender process. Local Government Super said significant growth and structural ...

Bravura acquires software firm

ELIZA BAVIN  |  TUESDAY, 29 OCT 2019
Bravura Solutions has acquired FinoComp for a total consideration of $25 million. FinoComp is an Australian software company that will add functionality to Bravura and bring new wealth management clients from the UK. "They provide software for data ...

Rainmaker unveils the best wholesale managed funds

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... unlisted fund invests in shopping centres and other retail-based properties. The latest Wholesale Managed Funds Performance report ranked Fidelity China Fund (20.1%) as the next top-performing fund, followed by T. Rowe Price's Global Equity Fund ...

AMP partners with Morningstar

JAMIE WILLIAMSON  |  TUESDAY, 20 NOV 2018
AMP appointed Morningstar as its external research provider to advice licensees. Working with AMP's existing in-house advice research team, Morningstar will provide a range of services to enhance investment research and governance across approved product ...

Managed accounts provider replaces Praemium

KANIKA SOOD  |  FRIDAY, 2 NOV 2018
A managed accounts provider is replacing its Praemium-powered separately managed accounts (SMA) with a new solution, lowering fees. InvestSMART is transitioning about $100 million of client money from its Praemium SMAs to a new professionally managed ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
HUB24 will deliver both a managed portfolio solution and a new administration solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution ...

Global fund manager promotes, restructures European unit

KARREN VERGARA  |  TUESDAY, 13 MAR 2018
A global real estate investment manager announced several promotions and restructured its European business. TH Real Estate promoted Michael Neal to chief investment officer for Europe and Asia Pacific. London-based Neal joined the firm in 2008 and ...

APRA announces new executive general manager

EMMA RAPAPORT  |  MONDAY, 11 DEC 2017
The Australian Prudential Regulation Authority has announced the appointment of a new executive general manager, strategy/chief risk officer. Therese McCarthy-Hockey, formerly of Deutsche Bank London, will be responsible for the supervision framework ...

QIC and Eagle Investment join forces

KARREN VERGARA  |  MONDAY, 26 JUN 2017
QIC has supplemented its outsourced data management and performance measurement functions by establishing a new partnership that will further drive down costs and improve efficiency, especially in its alternative assets business. Partnering with Eagle ...