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Showing 771 - 780 of 1713 results for "Investment Strategy"

Perennial cuts fees for defensive LIC, revises investment strategy

ALEX BURKE  |  TUESDAY, 22 MAY 2018
... has reduced management fees for its defensive listed investment company as part of a revision of the overall investment strategy. Management fees for the Wealth Defender Equities LIC will be cut from 0.98% to 0.8%. This follows the LIC's board announcing ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
... to oversee core investments and another manager to provide the 10 best ideas from its already concentrated investment strategy. The $15-20 million mandate will be awarded as the plus or high conviction element to the SMA. InvestSense director Jonathan ...

Contango LIC slashes cash allocation after acquisition

KANIKA SOOD  |  THURSDAY, 10 MAY 2018
... the asset allocation change. It also expects the level of franking on these dividends to increase. The LIC's investment strategy will not change, with the extra cash going to similar investments. The fund's top 10 holdings include ASX (4.7%), Bank of ...

Kapstream appoints analyst, promotes internally

DARREN SNYDER  |  WEDNESDAY, 9 MAY 2018
... the title as recognition for continuing the business' growth in their respective portfolio management and investment strategy roles. Head of Kapstream, Steve Goldman, said these "appointments reflect their contribution, as well as their importance to ...

Insto investment committees step away from status quo

DARREN SNYDER  |  TUESDAY, 8 MAY 2018
... about 10 years ago. As part of the move, the fund's investment committee delegated decision making to the investment strategy team (asset selection) and funds management team (strategy implementation). This allows to the investment committee to place ...

ANU to recalibrate divestment policy

ALEX DUNNIN  |  FRIDAY, 27 APR 2018
... National University's long-term investment pool, after mixed performance outcomes from its socially responsible investment strategy, is looking to recalibrate with a series of global mandate appointments. The now $1.3 billion investment pool created ...

IFM partners to launch global property manager

HARRISON WORLEY  |  THURSDAY, 26 APR 2018
... Marc Fegredo, who join as investment managers. The company is currently in the process of establishing an investment strategy that it says will focus on core properties in Pan-European cities. Additionally, IPFM said that it will embed its proprietary ...

US regulator to extend fiduciary rule

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... be required to act in the best interest of a retail client when recommending any securities transaction or investment strategy involving securities. The SEC is also proposing that brokers and advisers be required to provide all clients with a standardised ...

MySuper growth leads industry

KANIKA SOOD, DARREN SNYDER  |  FRIDAY, 6 APR 2018
... included 30-50 age cohorts in MySuper lifecycle products, which harvested 5% returns on an average. In single investment strategy options, retail products led the returns (4.3%) but followed closely by corporate (4.2%), industry (4.1%), and public sector ...

Active managers must explain value better: Formica

DARREN SNYDER  |  TUESDAY, 3 APR 2018
... income subsidiary Kapstream Capital remains an important part of the business. On top of flagging its new investment strategy, Kapstream is also looking at entering Australia's exchange-traded managed funds (ETMF) market, Adams said. "We've got significant ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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