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Showing 41 - 50 of 282 results for "Mutual fund"

Carlyle buys into Calastone, ups Link bid

KARREN VERGARA | TUESDAY, 27 OCT 2020

... strides in the past decade to meet the needs of customers and investors in reducing friction and costs within the mutual fund industry. "Our business has grown from strength to strength and has created the Distributed Market Infrastructure (DMI), a hugely ...

Robeco extends exclusions

ELIZABETH MCARTHUR | FRIDAY, 25 SEP 2020

Robeco announced it will now exclude investments in thermal coal, oil sands and Arctic drilling from all its mutual funds. The manager said the decision is an important step in its sustainable investing approach. Companies that derive 25% or more of ...

Masterfund assets decline

KARREN VERGARA | WEDNESDAY, 23 SEP 2020

The masterfunds sector lost $38.4 billion over the 2019-20 financial year but has almost recovered the losses instigated by the global pandemic, the latest Plan For Life data show. The sector, which comprises mutual funds on wraps, platforms and master ...

Female fund managers outperform men

KARREN VERGARA | WEDNESDAY, 2 SEP 2020

... risk, as the former is faring better against the market swings, the investment bank found. The median female-managed mutual fund has lagged its benchmark by only 60bps on a year-to-date basis, while funds without female representation have underperformed ...

ASIC grants frozen fund relief

JAMIE WILLIAMSON | THURSDAY, 27 AUG 2020

ASIC is granting new relief measures to help investors facing financial hardship get access to money stuck in frozen funds. Pandemic-induced volatility has seen a number of managed investment schemes freeze redemptions for fear of undermining their ...

First Sentier bolsters board of directors

ALLY SELBY | THURSDAY, 6 AUG 2020

... State Investments in the UK. He previously spent 25 years at Fidelity, working as chief executive of the firm's UK mutual fund business, and subsequently FundsNetwork, from 1999 until his retirement from Fidelity in 2008. He is currently a board member ...

Perpetual takes stake in US asset manager

JAMIE WILLIAMSON, KANIKA SOOD | MONDAY, 27 JUL 2020

Perpetual has acquired a 75% interest in a US-based asset manager. Perpetual has entered an agreement with BrightSphere Investment Group to acquire its stake in $64 billion Barrow, Hanley, Mewhinney & Strauss (Barrow Hanley); a global manager based ...

Pension funds apply pressure on climate change

ELIZABETH MCARTHUR | THURSDAY, 23 JUL 2020

Some of the largest pension funds in the US have sent letters to their government urging action on climate change after a proposal sought to limit their ESG investing capabilities. The California State Teachers Retirement System (CalSTRS), which has ...

Former investment adviser charged with $85m fraud

ELIZA BAVIN | MONDAY, 20 JUL 2020

... promissory notes and a forged credit agreement. "As alleged, Hu's deception caused substantial losses to a retail mutual fund, and other funds IIG advised," Sanjay Wadhwa, senior associate director of the SEC's New York Regional Office said. ...

Rest names chief investment officer

JAMIE WILLIAMSON | MONDAY, 29 JUN 2020

... officer, joining from Morningstar Investment Management where he has been responsible for the US$25 billion Americas mutual fund and managed portfolios operations. This is the first time the fund has had an investment lead for the whole fund and follows ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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