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| | | ... ASIC is inviting the superannuation and investment management sectors to have their say on changes to stamp duty and portfolio holdings disclosure requirements. The request follows a targeted review of superannuation investment disclosure requirements ... |
| | | | ... agriculture is evident, yet superannuation funds' interest appears lukewarm at best. Warakirri has been managing a large portfolio for a local pension fund for 30 years, which McKay says is a top performer, particularly in the last decade, and produces ... |
| | | | ... business, which invests in infrastructure, property and private credit. Jessica Melville's role as head of mid risk portfolio strategy and research is one of the roles eliminated as part of the restructuring. This news closely follows the departure ... |
| | | | ... clients." The leadership changes follow a period of rapid expansion for the group, including the acquisition of Integrated Portfolio Solutions - now trading as DASH Private - and a 314% increase in funds under administration to $18.7 billion for the ... |
| | | | TCorp has recruited Lucas Hartmann as senior portfolio manager. Most recently, Hartmann served as head of equities, fixed income and alternatives at NGS Super for over eight years, where his responsibilities included implementing derivative overlays. ... |
| | | | ... supported more than 1000 financial advisers across multiple licensees. The role covered everything from manager research and portfolio construction to strategic asset allocation and ongoing due diligence. This combination - journalism, institutional ... |
| | | | ... global diversification and improved long-term returns, it said. "It was the right time. We're seeing a clear shift in portfolio construction priorities - advisers are looking for strategies that can deliver more consistent outcomes and help navigate ... |
| | | | ... has built a strong track record of disciplined investing, and I am excited to help deepen the rigour of ESG across the portfolio." Prior to joining Federation, Thomas led the impact investing team at Social Ventures Australia. Her background covers debt ... |
| | | | Revolution Asset Management has named John Price as head of strategy and distribution, a newly created role the fund manager said will be crucial to expanding its private credit engagement. Price will focus on developing products to meet evolving investor ... |
| | | | Mason Stevens has partnered with independent advisory firm GloryHouse - headed by Morgan Stanley alum Garth Hu - which will leverage Mason Stevens' platform for its investment management and client services. The partnership represents a significant ... |
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