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Showing 681 - 690 of 4125 results for "Analyst"

Wealthy Aussies panic buy life insurance

ANNABELLE DICKSON  |  MONDAY, 17 AUG 2020
... concerned about the outbreak of the pandemic, with only 5% who were not concerned. GlobalData senior wealth management analyst Heike van den Hoevel said: "Panic buying does not end with food. In the face of growing concerns surrounding infections, Australian ...

Sydney Aussie equities manager trims fees

KANIKA SOOD  |  MONDAY, 10 AUG 2020
A Washington H. Soul Pattinson related Aussie equities manager has trimmed the fees on a newly-launched fund by 15bps. Contact Asset Management's mid-March launch of the Contact Australian ex-50 Fund has revised down its annual management fees from ...

Vanguard funds downgraded by Morningstar

KANIKA SOOD  |  WEDNESDAY, 5 AUG 2020
... methodology has adjusted our Process Pillar rating." Morningstar switched to a new rating methodology on 1 November 2019 for its analyst ratings (Gold, Silver, Bronze, Neutral or Negative) which represent the analyst's conviction on the fund's ...

CFA Institute reveals new exam regime

ALLY SELBY  |  WEDNESDAY, 5 AUG 2020
The CFA Institute has bid farewell to paper-based exams and has announced more flexible and convenient scheduling. The move comes in what the CFA Institute says will turn the challenges of the COVID-19 pandemic "into positive opportunities"; modernising ...

GQG Partners wins $20m mandate

KANIKA SOOD  |  MONDAY, 3 AUG 2020
... scored strong ratings in their inaugural Morningstar reviews - with the GQG Partners Global Equity Fund getting a silver analyst rating and the emerging markets equity fund winning a gold rating, as at June 15. Both funds are also "highly rated" at Lonsec ...

Sydney boutique expands team

KANIKA SOOD  |  THURSDAY, 30 JUL 2020
... 2018, beating the benchmark's 9.1% p.a. over the period, as at June end. Aoris has hired Delian Entchev as an equities analyst and Nirvik Guha as a junior analyst, taking its total investment team to five members. Entchev is formerly of Haybery Asset ...

Lonsec adds to research team

ANNABELLE DICKSON  |  WEDNESDAY, 29 JUL 2020
... multi-asset team from Julliard Financial Services where he was a portfolio manager. He was previously a senior investment analyst at Select Investment Partners, and a fund manager's assistant and portfolio accountant at Schroders. Lonsec Research executive ...

Garry Laurence to depart Perpetual

KANIKA SOOD  |  TUESDAY, 28 JUL 2020
... chief executive Cory Martin late last year and had done 80% to 85% of the due diligence pre-COVID, Rob Adams said in a analyst call yesterday. Yesterday, it said it would pay $465 million (about 40% via an equity raise, 50% via a debt facility and about ...

Cbus appoints chief executive

JAMIE WILLIAMSON  |  MONDAY, 27 JUL 2020
... for BlackRock and was chief executive of VFMC from 2009 to 2012. He also spent 18 years at Goldman Sachs JBWere as an analyst and market strategist. "Justin Arter is an executive with a global reputation. Given the growing sophistication of Cbus' ...

US pension funds form trading alliance

ALLY SELBY  |  FRIDAY, 24 JUL 2020
... from our securities lending and repo activities while also expanding sources of liquidity for our plan." SWIB managing analyst Christopher Benish said there were several benefits to peer transactions. "We are diversifying our counterparts and including ...