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Showing 751 - 760 of 871 results for "Investment Partners"

Fee disclosure for intermediaries: CalPERS

RUTH LIEW  |  MONDAY, 11 MAY 2009
... confidence of our investment decision-making process." According to CalPERS, the proposed policy would see investment partners and external managers disclose their retention of placement agents, the fees they pay them, the services performed, and other ...

Global funds face currency pains

MICHAEL HOBBS  |  MONDAY, 4 MAY 2009
... forcing some funds to stop distributing income to unit holders for the March quarter. Research firm Zenith Investment Partners reported that the $240 million Macquarie International Infrastructure Securities fund had stopped distributing income to unit ...

Zenith review yields top 35 funds

COMPANY RELEASE  |  WEDNESDAY, 22 APR 2009
... Solaris, Tyndall, Wavestone, Zurich and Ausbil all had one of more products on the list. David Smythe, Zenith Investment Partners director, said since the last review of this sector, 14 funds were removed, 15 were added and four had ratings changes. ...

Snowden departure forces ratings review

MICHAEL HOBBS  |  TUESDAY, 21 APR 2009
... Australian based property securities funds and one global fund - now all under "fund watch'. However, Zenith Investment Partners said the firm's recommended rating on the CFS Australian Property Securities Opportunities fund remains unchanged. Ben Davis ...

Ausbil, Eley and Patriot top review

MICHAEL HOBBS  |  THURSDAY, 9 APR 2009
... look no further than Ausbil Dexia, Eley Griffiths Group and Patriot Asset Management according to a Zenith Investment Partners sector review. The Ausbil - Australian Emerging Leaders fund, Eley Griffiths Group Small Companies fund and Patriot Small Companies ...

Caravan parks deliver high income

MICHAEL HOBBS  |  MONDAY, 30 MAR 2009
... and AssetChoice platforms. The fund is rated 'Recommended - upper end' by Lonsec and 'Recommended' by Zenith Investment Partners.

CAAM funds awarded 'recommended' rating

MICHAEL HOBBS  |  WEDNESDAY, 18 MAR 2009
... 'recommended' ratings from research firms. Lonsec rated the firm's global bond fund 'recommended' while Zenith Investment Partners also awarded the global emerging markets fund a rating of the same name. "An important step for us was obtaining our AFSL ...

PIR sold to Aegis

RUTH LIEW  |  TUESDAY, 17 MAR 2009
... available to clients. Meanwhile one of the firm's former associate directors, Dugald Higgins, moved to Zenith Investment Partners and is now heading its direct property research division.

Perennial and Hyperion sign UN PRI

RUTH LIEW  |  THURSDAY, 12 MAR 2009
Home grown boutique fund managers Perennial Investment Partners and Hyperion Asset Management have become the latest Aussie signatories of the UN PRI. According to Perennial chief executive Anthony Patterson, the fund manager had taken an interest in ...

MLC revamps global share strategy

COMPANY RELEASE  |  THURSDAY, 5 MAR 2009
... Alliance Growth Equities and Fortis Investments investment mandates with four new fund managers. Mondrian Investment Partners, Harding Loevner, Sands Capital Management and Tweedy, Browne Company were appointed to the firm's global share strategy portfolio. ...