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Showing 541 - 550 of 11294 results for "Research"

Super moves: Aware Super, Future Fund, Cbus

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
... stockbrokers. He worked at CBG Capital, the broker launched by CBG Asset Management in late 2014, and CIMB Asset Management as a research analyst covering the utility and infrastructure sectors. Throughout his career, Newbold was consistently rated one ...

Future Fund veteran takes on new gig

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
... to understand the complexities of investing in emerging markets across all asset classes, Thorburn also looked after research and insights. The investment professional was a senior member of the in-house strategy team from 2007 to 2012. Reporting directly ...

TWC bolsters investment team

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
... investment process. TWC said that with 25 years of experience in quantitative investing, portfolio management and equity research, Olteanu-Veerman brings a sharp, evidence-driven approach that jibes with achieving superior real returns on investment ...

Advisers seek investment philosophy, performance in managed accounts provider

KARREN VERGARA  |  WEDNESDAY, 23 APR 2025
... and portfolio performance are the main reasons why financial advisers have chosen their managed accounts provider, new research from Zenith Investment Partners show. The Unlocking Advice Efficiencies in 2025 report found that half the participants cite ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... the high-net-worth and self-managed super spaces. Based in Melbourne, Lincoln Indicators is a provider of investment research and portfolio, platform and funds management business. It has some $600 million in funds under management and employs about ...

Analyst promotions: TCorp, Future Fund, CareSuper, Fidante, First Sentier

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
... sustainability challenges and avoid the headwinds of the energy transition. Previously she worked with Sustainalytics in ESG research and sustainable finance in Europe and Asia Pacific. Over at Fidante Partners, investment analyst Michael Kretchmann ...

Mantis to distribute new micro cap offering

JAMIE WILLIAMSON  |  THURSDAY, 17 APR 2025
Mantis Funds has secured a distribution deal with Balmoral Investors, taking its micro cap strategy to market. Mantis Funds will distribute the Balmoral Investors Micro Cap Fund to wholesale investors, offering access to quality ASX-listed micro caps ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
... outcomes, with 55% of pre-retirees who changed investment options after receiving guidance feeling more prepared. Other research from Russell Investments has also found that Australians who received financial advice were, on average, 5.9% better off ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

Webull launches SMSF account offering

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... tend to underperform industry and retail funds after expenses and tax. The SMSF Association, however, which commissioned research from the University of Adelaide, begged to differ. Its research found that SMSFs with a diversified asset allocation see ...