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Showing 611 - 620 of 8460 results for "Managed"

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
... from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment Trends Managed ...

WTW names head of real assets

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... to support the super fund's strategy. Szeto also checked that strategic decisions were implemented efficiently and managed external service provider relationships. She began her career as a reporting/resourcing analyst at KPMG. WTW local head of ...

amicaa poaches Fidante exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... investment banking at Macquarie Group and JP Morgan. amicaa was founded in 2019 and has a joint venture agreement with funds managed by the Carlyle's global credit platform. Reginold is the second executive to depart Fidante Partners in the last ...

Wilson AM to launch first monthly LIC strategy

MATTHEW WAI  |  THURSDAY, 13 MAR 2025
... markets they are typically unable to access," Haupt said. "The WAM Income Maximiser portfolio will consist of an actively managed selection of high-quality, cash-generating stocks, complemented by a core allocation of investment-grade bonds... [and] ...

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI  |  TUESDAY, 11 MAR 2025
... Peter Burgess has called out recent hawking practices that prompt people to transfer their retirement savings into a self-managed super fund (SMSF). Burgess said the sector needs to be on alert about the resurgence of "nefarious" activity. Anti-hawking ...

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
Managed accounts assets jumped 23.2% to $232.8 billion in the year to 2024, the latest figures from the Institute of Managed Account Professionals (IMAP) show. The latest census, produced in conjunction with Milliman, reports separately managed accounts ...

Data is our biggest challenge: Aware Super

ELIZA BAVIN  |  TUESDAY, 11 MAR 2025
... look at things with a total portfolio approach, and we had a growing amount of our assets that were in private markets, managed both internally and externally," Clavin said. "When we looked at the data that we were receiving, the gaps were quite significant. ...

IAM mandate grows to $130m

KARREN VERGARA  |  MONDAY, 10 MAR 2025
... firm said it is currently in market hunting for such a deal and will shortly release more details. It will also launch a managed accounts offering in the investment-grade space and a BBSW +300 managed discretionary account (MDA) that will target investors ...

Apex on local hiring spree

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... platform late last year, Apex's big opportunity is in member administration even though it will continue to focus on managed funds, custody, fund administration, and registry. The global asset servicing provider recently expanded its Australian leadership ...

Perpetual appoints demerger specialist

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... Capital's public markets business, where he drove transformational change, led strategic cross-business line initiatives and managed key outsourced providers. He moved to AMP Capital from MLC Asset Management, where in a similar role, he managed ...