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Showing 781 - 790 of 10182 results for "Strategy"

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... Persky recently joined The Greener Way podcast to discuss how direct indexing could supercharge a responsible investment strategy.

InvestSMART names chief operating officer

ELIZA BAVIN  |  THURSDAY, 26 JUN 2025
... management and transformation," the board said. Prior to working at InvestSMART, Ward was a consultant - derivatives strategy at Atlas Funds Management for more than four years. He also worked as portfolio manager for a decade at Aurora. InvestSMART ...

ASFA, JANA release draft guidance on operational due diligence

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... CPS 230. Other aspects like the introduction of a newly designed format to enable review of enterprise and investment strategy alongside CPS 230 requirements, as well as emphasis on transparency and independence are also in the guidance note. ASFA chief ...

SMC backs principles-based approach to corporate governance

ANDREW MCKEAN  |  MONDAY, 23 JUN 2025
... the roles of the board, chair, and senior management, which it said will support boards to focus more effectively on strategy, risk, and oversight, and reduce time spent on operational matters." SMC is also supporting the proposal to document director ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
... aligned to sustainable development goals (SDG). There will be no changes to the Melior Australian Impact Fund's investment strategy, investment process or name. The strategy will be offered alongside Perennial's Better Future small and mid-cap focused ...

Airlie calls time on Concentrated Share Fund

KARREN VERGARA  |  FRIDAY, 20 JUN 2025
... invest in the Airlie Australian Share Fund - Active ETF (AASF), which mirrors the Concentrated Share Fund's investment strategy. Airlie will manage two funds going forward, the other being the Small Companies Fund, which has $27.1 million in assets. ...

Green moves: Airtrunk, JPMorgan, T. Rowe Price

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... Rowe Price promotes an impact executive. Robert Bartrop has returned to Sydney to lead the social impact and community strategy at AirTrunk, the Asia Pacific technology company that aims to scale and sustain the region's digital future. Bartrop has spent ...

ART overhaul sees senior portfolio managers exit

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... defensive liquid assets and portfolio intelligence. As part of the restructure, Andrew Fisher, who was head of investment strategy, has been renamed general manager of portfolio management and resilience. Before his nearly four-year tenure at ART, Ozer ...

T. Rowe Price welcomes head of impact fixed income

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... of impact fixed income, promoting Matt Lawton to the newly created role. Lawton, who manages the Global Impact Credit Strategy and the Global Impact Short Duration Bond Strategy, takes on the newly created role to provide unified leadership and strategic ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
... invested in green, sustainable and social corporate bonds issued by companies. The PDS stated: "The Investment Manager's strategy for the fund is to invest in a diversified portfolio of liquid, fixed and floating rate green and sustainable corporate ...