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Showing 631 - 640 of 3368 results for "mandate"

QIC adds to multi-sector private debt team

ELIZABETH FRY  |  WEDNESDAY, 21 SEP 2022
... credit before heading up the multi-sector private debt business. Just last month the team was awarded a $500 million plus mandate by Queensland's State Investments. The mandate will see the team originate loan investments in Australia and New Zealand ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
New research has measured the progress made towards achieving recognised professional status within the Australian financial advice sector. An academic article authored by financial adviser and researcher Ben Neilson noted that advisers have recently ...

Regal Partners secures $420m mandate

CASSANDRA BALDINI  |  MONDAY, 19 SEP 2022
Regal Partners' funds management arm secured an institutional mandate of more than $420 million for its Australian Long Short Equity Strategy. The mandate was awarded by "a large domestic superannuation fund" and follows an extensive investment and ...

Apex Group wins Laguna Bay mandate

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... provider has been appointed by agriculture fund manager Laguna Bay to provide fund administration services. As part of the mandate, Apex will assist in the establishment of Laguna Bay's third investment vehicle and second flagship fund, Laguna Bay ...

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 ...