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Showing 811 - 820 of 8460 results for "Managed"

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 ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
Mercer will provide investment management for the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight ...

Managers struggle to secure positive net flows in FY24

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
... over the past year, according to Rainmaker Information. Of the 158 investment managers tracked in the research house's managed funds database, only 62 saw net inflows, while 96 experienced net outflows over the 12 months to June 30. BlackRock emerged ...

NZ Super Fund shines bright with standout return

ANDREW MCKEAN  |  TUESDAY, 10 SEP 2024
... dominated by such a small number of stocks, all of which are concentrated in one sector. Nevertheless, she said the fund is managed to "achieve the best long-term results for New Zealanders," in line with its intergenerational mandate, with its highly ...

BT outsources to SS&C Technologies

KARREN VERGARA  |  TUESDAY, 10 SEP 2024
... Technologies a unit registry services mandate as it outsources the function to the technology and services provider. SS&C's Managed Fund Administration will provide investor servicing and unit registry services for 88 BT funds. BT previously managed ...

Elanor shakes up leadership, sells down fund

KARREN VERGARA  |  TUESDAY, 10 SEP 2024
... divests hotels, tourism, and leisure assets. It is in the process of liquidating assets to return capital across five Elanor managed funds to release $100 million. Elanor is selling down its full 12.56% stake in the Elanor Commercial Property Fund (ASX ...