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Showing 61 - 70 of 1470 results for "Managed funds"

Clime Investment Management lands new strategic partnerships

ANDREW MCKEAN  |  FRIDAY, 28 FEB 2025
... investment opportunities. Clime's direct FUM through separately managed accounts and discrete portfolio services, managed funds, and a listed investment company was $1.6 billion. "Our focus is on refining these offers and ensuring our clients are ...

Foresight Analytics names research lead

KARREN VERGARA  |  FRIDAY, 7 FEB 2025
... look forward to contributing to the next phase of the firm's growth." Australia Ratings Analytics focused on managed funds, separately managed accounts (SMAs) and insurance bonds. Kumar launched Foresight in 2015 after identifying a gap for forensic ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... equities offerings, and as it actively seeks to add and distribute new investment partners as part of the growth of its managed funds platform. He joins from La Trobe Financial, where he was previously state manager of client partnerships for New South ...

Fixed income drives managed fund surge

ROSE MARY PETRASS  |  THURSDAY, 6 FEB 2025
New Calastone data has found managed funds inflows grew five-fold in 2024, reaching $13.8 billion, with nearly all directed to fixed income funds. Globally, fund flows also saw a substantial increase. Fixed income, equity and mixed asset funds attracted ...

K2 appoints chief executive, wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 JAN 2025
... existing wealth manager. The mandate is divided across four balanced and growth funds, invested across externally managed funds in a range of asset classes. George Boubouras, the managing director of research, investments and advisory, will oversee the ...

mFunds sparked ASX outage, $1m credit issued

KARREN VERGARA  |  FRIDAY, 24 JAN 2025
... the ASX traced the root cause to the introduction of mFunds in 2014. mFunds enabled investors to access unlisted managed funds via their broker using CHESS, and in batch settlement, each individual mFund with transactions settling on a given day generates ...

Managed funds industry winners and losers

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
Exchange-traded funds (ETFs) are still winning the contest for net flows against unit trusts, according to Rainmaker Information's 2024: The year in wealth management webinar. ETFs attracted around $2 billion in net inflows a month last year whereas ...

Centrepoint Alliance launches long-awaited IconiQ platform

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... financial advisers and their clients. The IconiQ platform provides access to a range of investment options, including managed funds, managed accounts, direct shares, ETFs, and term deposits. The platform provides flexible account structures as well as ...

Franklin Templeton boosts sales team

ELIZABETH FRY  |  FRIDAY, 18 OCT 2024
... Fund on the ASX as it seeks to expand its funds to a wider audience. Franklin Templeton has also launched three new managed funds - Brandywine Global Opportunistic Equity Fund, Martin Currie Active Insights Fund and Franklin Government Cash Fund.

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
... 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 in his ...