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Showing 801 - 810 of 8455 results for "Managed"

Soul Patts sees profits slide 28%

ELIZA BAVIN  |  THURSDAY, 26 SEP 2024
... which saw revenue drop 24.6% to $1.8 billion. "The 2024 financial year was one of changing portfolio mix as we actively managed investments and pursued opportunities in private equity, credit, and emerging companies," Barlow said. "We saw strong performance ...

Court rejects Linchpin director appeal

KARREN VERGARA  |  WEDNESDAY, 25 SEP 2024
... before Justice O'Callaghan and Justice McElwaine in that Daly was an officer of a responsible entity of a registered managed investment scheme and did not act in the best interests of members. Daly, along with Ian Williams, Paul Raftery, and Paul ...

Magellan makes internal PM moves

ELIZA BAVIN  |  TUESDAY, 24 SEP 2024
... the High Conviction Trust with Thomas continuing as the sole portfolio manager. Pullen joined Magellan in 2012 and has managed the Global Opportunities strategy since its inception in December 2021. He is also the portfolio manager for the Global Sustainable ...

ESSSuper ups admin fee cap

KARREN VERGARA  |  MONDAY, 23 SEP 2024
... $3400 p.a. based on this balance, which is still ahead of most super funds. ESSSuper recently launched the Balanced Growth Managed option to help members increase their super balance for retirement by delivering stable returns via diversification. The ...

GAM Investments loses local lead

ELIZABETH FRY  |  FRIDAY, 20 SEP 2024
... clients with innovative, differentiated solutions that meet their needs and expectations," he said. As of March 31, GAM managed about $5.2 billion for Australian institutional and wholesale clients out of $221.0 billion in group assets.

Megatrends impacting portfolio construction: Mercer

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... the major trends investors need to take into consideration when building clients' portfolios at the Financial Standard Managed Accounts Forum. Jacques said there are several structural trends playing out across asset classes as well as inflationary pressures ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
... of model portfolios EMEA and APAC Kathleen Gallagher revealed the main concerns financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. After surveying financial advisers, in partnership ...

Government consults on laxing legacy super product rules

ANDREW MCKEAN  |  WEDNESDAY, 18 SEP 2024
... unsuitable products and remove barriers to closing legacy funds. The purpose of the draft Treasury Laws Amendment (Self-managed superannuation funds-legacy retirement product conversions and reserves) Regulations 2024, released yesterday, is also to ...

Remara launches real estate strategy

KARREN VERGARA  |  WEDNESDAY, 18 SEP 2024
... invests in the development of small and large-scale projects. The Remara Opportunistic Development Fund is an open-ended managed fund that seeks opportunities in the residential, industrial, and commercial sectors. "Our fund gives people the security ...

Dimensional hires institutional sales lead

ELIZABETH FRY  |  FRIDAY, 13 SEP 2024
... US in November 2020. Since then, the firm has experienced significant growth, becoming the largest issuer of actively managed ETFs globally. The Texas-based asset management giant's latest local offerings are Australian Value Trust, Global Value ...