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Showing 681 - 690 of 10089 results for "Trust"

TWC bolsters investment team

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
... significant role, particularly in integrating sustainability elements into investment processes. The quant joins from Northern Trust Asset Management, where she developed quantitative strategies and products, particularly for equities. ​While in London ...

Northern Trust appoints sales lead for asset servicing

ELIZABETH FRY  |  THURSDAY, 24 APR 2025
Chicago-based custody bank and asset manager Northern Trust has appointed a global head of sales for asset servicing. Douglas Gee will replace Jon Dunham, who plans to retire. Based in London, Gee currently leads sales teams across Asia-Pacific, Europe ...

Future Group confirms more mergers ahead, undertakes review

JAMIE WILLIAMSON  |  THURSDAY, 24 APR 2025
... Superannuation Plan and a small MLC product. The Zurich Master Superannuation Plan will be merged into the Smart Future Trust alongside the MLC Insurance Only product that currently sits inside an Insignia Financial fund. Equity Trustees serves as trustee ...

REITs see best start versus equities in a decade: Principal AM

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
Listed real estate investment trusts (REITs) are off to one of their strongest starts relative to equities in the past decade, according to Principal Asset Management, which sees the asset class as a compelling opportunity for navigating a challenging ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
An Australian equity fund manager has run circles around its rivals over the year to March, according to Mercer's most recent investment survey. The Forager Funds Management Australian Shares Fund returned 21.7% before fees, outperforming all 123 investment ...

New sustainable real assets boutique eyes housing, aged care

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... funds under management. So far, the firm has some $300 million invested via the Australian Disability Accommodation Projects Trust 2 (ADAPT 2), an institutional, evergreen fund focused solely on specialist disability accommodation. Socia Investors said ...

Insignia Financial trims $5bn off FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 23 APR 2025
... $393 million. The MLC Expand Advised products saw close to $500 million in net inflows in the quarter. The super, or Master Trust, division was also down 1.9% - again, on the back of market volatility and pension payments of more than $300 million. It ...

Pinnacle affiliate launches offshore version of smaller companies fund

ANDREW MCKEAN  |  WEDNESDAY, 23 APR 2025
... invested assets, aims to outperform the MSCI World Small Cap Net Index. Since its inception in June 2022, the Australian unit trust version of the fund has returned 18.7% per annum after fees (in AUD), outperforming the benchmark by 6.9% annually to ...

Corporate fund selects Mercer Super for SFT

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... established in 1948, will undertake a successor fund transfer (SFT) and become a specialised sub-fund within the Mercer Super Trust. In forming the decision, BEST Superannuation cited the changing regulatory landscape and associated increase in costs. ...

MSCI, Moody's launch private credit risk tool

KARREN VERGARA  |  TUESDAY, 22 APR 2025
MSCI and Moody's Corporation have partnered to launch an offering that assesses risks for private credit investments. The solution integrates MSCI private capital data with Moody's EDF-X credit risk modelling tool. MSCI said the new solution ...