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Showing 771 - 780 of 8448 results for "equities"

CalPERS investment chief tenders resignation

JAMIE WILLIAMSON  |  MONDAY, 18 SEP 2023
... CalPERS since joining in 2004, prior to which he worked at Barclays Global Investors overseeing a $55 billion global equities portfolio. Bienvenue also acted in the role when Musicco's predecessor, Ben Meng, resigned following an investigation into ...

Perpetual shutters innovation fund, Pendal funds

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2023
Despite returning over 40% last financial year, Perpetual is terminating a six-year-old global equities fund. It will also shutter several Pendal funds in November. The Perpetual Global Innovation Share Fund was launched in June 2017 and invested in ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... she explained. To give Australians the best chance of retiring earlier, Watson said it's best to look beyond Aussie equities and property and incorporate a range of strategies into their investments. "This will bring greater diversity to their portfolios ...

NZ Super Fund delivers 11.9%

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... for New Zealand than the cost to the government to fund it." Whineray added that the fund remains heavily weighted to equities. "But where we see an opportunity to diversify, optimise risk settings, and add value through active investment strategies ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... a rolling 5-year period (net of fees and expenses and before tax) has not changed. The fund invests in global listed equities, either in direct equities, ETFs and other index exposures, and derivatives, cash, currency, and options. It charges 0.89% p.a. ...

Most Australian actively managed funds lag the index

ANDREW MCKEAN  |  WEDNESDAY, 13 SEP 2023
... international equity funds failed to outperform the benchmark over a 15-year period. "The turnaround in Australian large-cap equities from the latter half of 2022 continued in the first half of 2023, with the S&P/ASX 200 up 4.5%. Materials and Industrials ...

HESTA welcomes head of portfolio design

CHLOE WALKER  |  TUESDAY, 12 SEP 2023
... moved 10% of its portfolio in house. Sawtell-Rickson said it was a significant achievement to have both the Australian equities and fixed interest and cash teams established and plans are underway to further scale the strategies over the next six to ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... always been in a distribution role. She started her career in investment banking. Previous roles include director of equities capital markets at Man Group for three years and J.P. Morgan for about the same time. Having first-hand experience in international ...

Platinum AM reports almost $1bn in outflows

ANDREW MCKEAN  |  FRIDAY, 8 SEP 2023
... the close of the company's annual general meeting on November 8. She will be succeeded by former BT Financial head of equities Cathy Covaks, who takes on the role starting November 6. In a letter to shareholders, Magellan chair Andrew Formica said: "On ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... houses two unrelated pieces of legislation. The first facilitates more competition in the clearing and settlement of cash equities traded in Australia, which is dominated by the ASX's ASX Clear and ASX Settlement. ASIC now has new rule-making power to ...