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Showing 491 - 500 of 1272 results for "managed account"

Clime launches new income fund

KANIKA SOOD  |  TUESDAY, 3 DEC 2019
Clime Investment Management has partnered with Sequoia to launch a new fund that aims to provide a yearly income of 8%. The Clime Income Enhancer Series 1 fund will invest in four shares: Macquarie, Rio Tinto, Treasury Wines and BHP. "If any of these ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
Fund managers of active fixed income strategies are rethinking their pricing as financial advisers and institutional investors drive a harder bargain in a lower-returning world, and new retail opportunities beckon. Several fixed interest giants, including ...

Global manager to build local retail team

KANIKA SOOD  |  TUESDAY, 26 NOV 2019
A global manager is ending a 14-year-long exclusive retail distribution arrangement with Colonial First State as it takes its Australian retail distribution in-house. Acadian Asset Management invests about $9.5 billion for Australian investors across ...

MLC hires from Perpetual Private

KANIKA SOOD  |  THURSDAY, 21 NOV 2019
MLC Asset Management has appointed a director for its managed accounts business, hiring a Perpetual Private general manager. Jason Komadina starts as MLC's managed accounts lead on 29 January 2020. He will report to general manager for strategic ...

Lonsec bolsters research leadership

HARRISON WORLEY  |  TUESDAY, 19 NOV 2019
... appointments to the leadership of its research team to support the growing demand for investment research and managed account solutions. Former Evans Dixon Corporate and Institutional chief operating officer Lorraine Robinson will take control of Lonsec ...

Platform hires former Netwealth distribution head

JAMIE WILLIAMSON  |  THURSDAY, 14 NOV 2019
The former head of distribution for Netwealth has taken on a newly created role with a rival managed accounts and platform provider. Nick Mitchell has been appointed co-head of distribution at Mason Stevens. In the new role, Mitchell will be responsible ...

Ethics code creates confusion around ESG

ELIZABETH MCARTHUR  |  MONDAY, 11 NOV 2019
A debate is raging about what the Financial Advice Standards and Ethics Authority's Code of Ethics means for ESG investing and advising clients on ethical investment options, with FASEA chief executive Stephen Glenfield looking to clarify the issue. ...

New SMAs launch

ELIZABETH MCARTHUR  |  MONDAY, 21 OCT 2019
A new range of separately managed accounts (SMAs) have launched, attempting to address a demand the new FASEA code of ethics could create. A group of financial advisers have come together to launch the SMAs through Ethical Advisers Funds Management. ...

Netwealth welcomes new distribution head

JAMIE WILLIAMSON  |  WEDNESDAY, 16 OCT 2019
... financial services experience, having also previously held roles with Macquarie and Vanguard. He is a former head of managed account solutions for Ibbotson Associates and served as managing director, head of distribution at Ralton Asset Management between ...

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... advisers and investors welcome the rigour, independent approach and transparency that Morningstar can bring to their managed account offering." Elle Kuhta, Morningstar product manager of managed account research advisory and indexes for Australia and ...