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Showing 771 - 780 of 8457 results for "Managed"

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... Praemium. During the quarter, Praemium welcomes five new client organisations to out Scope services." The Praemium separately managed accounts (SMA) scheme achieved quarterly net inflows of $165 million. The strong level of gross inflows was assisted ...

ESSSuper shifts members to new default option

KARREN VERGARA  |  MONDAY, 21 OCT 2024
ESSSuper is moving members in its default investment option to the newly launched Balanced Growth Managed option. Members currently in the Balanced option will move to the Balanced Growth Managed option for Accumulation Plan and beneficiary accounts ...

Rest appoints interim co-chief investment officers

ANDREW MCKEAN  |  MONDAY, 21 OCT 2024
... responsibility for Rest's listed equities, fixed income, and credit asset classes, encompassing both internally and externally managed strategies. He's also overseen the establishment of the fund's first internal global equities function.

Franklin Templeton boosts sales team

ELIZABETH FRY  |  FRIDAY, 18 OCT 2024
... asset classes." Morgan was at Cooper Investors for just 12 months, arriving from Ausbil Investment Management, where she managed client relationships in Victoria and South Australia for four years. She previously worked as a southern sales specialist ...

Betashares expands Wealth Builder suite

JAMIE WILLIAMSON  |  THURSDAY, 17 OCT 2024
... comfortable taking on the increased risk of gearing and can be used in combination with dollar cost averaging. It also said self-managed super funds that have reached the concessional contribution cap might like to use GNDQ to increase their exposure ...

Consultant hires investment solution head

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
... head of investment solutions. Andrew Vong has taken on the role and will be responsible for attracting new consulting, managed account and research rating clients to the firm. He will also manage and retain existing client relationships for the firm. ...

JANA awarded mandate for $2bn construction leave scheme

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
... expertise in liability-driven investment strategies, enabling us to continue delivering on our promise of sustainable, well managed long service leave benefits for Victorian construction workers." LeavePlus chief finance and investment officer Lewis ...

EBC expands local offerings to HNWIs, instos

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... facilitate financial product transactions, including issuing, applying for, acquiring, varying, or disposing of interests in managed investment schemes and securities. Asset classes it targets are real estate, fixed income, equities, and alternative ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
Expand, Insignia Financial's wrap platform, has added 11 new separately managed accounts (SMA) from Betashares and Drummond Capital Partners to its investment menu. The announcement coincides with the platform hitting $10 billion in funds under management ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
... Prior to that, he worked with Lonsec for over 10 years in several roles including general manager research and head of managed funds research. Huddy said Kennaway is a high calibre appointment who will work across both the Zenith and Chant West brands ...