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Showing 631 - 640 of 3364 results for "Mandate"

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
... principals have a good buy in, but perhaps other advisers and other staff don't have the same level of enthusiasm for that mandate. "That leads to behavioural issues of looking for reasons not to move clients," Bevan said. Likewise, market timing ...

Canadian-based data platform wins ISPT mandate

CHLOE WALKER  |  THURSDAY, 8 SEP 2022
Industry Super Property Trust has selected SS&C Sylvan for its investment performance measurement system. SS&C Sylvan will now automate ISPT's financial data ingestion, calculate both time-weighted and money-weighted returns, and provide enhanced analytics ...

AMP Capital real estate investment chief joins MaxCap

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
Commercial real estate expert Rob Hattersley will become the real estate financier's new group head of capital. With more than 30 years of experience in the real estate and funds management industry, Hattersley joins MaxCap from AMP Capital where he ...

Hostplus expands Industry Fund Services mandate

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
Following a review, Hostplus has retained Industry Fund Services (IFS) as its financial advice provider ahead of expanding its intra-fund and personal advice services. Hostplus is planning to roll out an updated financial advice and literacy model ...

Not ruling anything out: Insignia Financial

CASSANDRA BALDINI  |  FRIDAY, 26 AUG 2022
Having attributed its strong FY22 earnings to its recent acquisitions, Insignia Financial's Renato Mota is not ruling out future M&A opportunities to add scale. "We have undertaken two large acquisitions, I think that's provided us with tremendous ...

Australian Ethical sees profits drop, record super flows

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2022
... management. It started the year with $6.94 billion in FUM but market volatility and the loss of a $200 million institutional mandate saw this drop to $6.2 billion by year end. Its merger with Christian Super, to be completed early 2023, is expected to ...

Vanguard granted RSE licence

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2022
... chaired by Peggy O'Neal. Michael Lovett was named head of superannuation at Vanguard, and GROW Inc. was awarded the mandate to provide administration services. Earlier this year it was speculated that the product's launch was delayed, a claim ...

Insignia Financial profits jump 59% to $234.5m

CASSANDRA BALDINI  |  THURSDAY, 25 AUG 2022
Insignia Financial announced its underlying net profit after tax (UNPAT) has increased 59% to $234.5 million in FY22 from $147.8 million last year. The results were driven by the completion of the MLC acquisition in May as well as strong business growth ...

QIC multi-sector private debt team wins mandate

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2022
The multi-sector private debt team that QIC introduced in February has won a $500 million plus mandate to invest in Australia and New Zealand. The mandate comes from Queensland's State Investments and is a three-year commitment. The team is tasked ...

Equity Trustees celebrates new mandate

CHLOE WALKER  |  TUESDAY, 23 AUG 2022
Equity Trustees will become the responsible entity partner of Tanarra Credit Partners' new TCP Private Debt Income Fund. The TCP Private Debt Income Fund aims to provide investors attractive risk-adjusted returns with a focus on capital preservation ...